Freedman Financial Associates, Inc. First Trust Rising Dividend Ac Transaction History

Freedman Financial Associates, Inc.

$0
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$40.42 - $49.12 $16,531 - $20,090	-409 Closed	0 $0
Q1 2022 Apr 13, 2022	BUY	$46.62 - $52.79 $19,067 - $21,591	409 New	409 $20,000

Others Institutions Holding RDVY

# of Institutions

606

Shares Held

154M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.3 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$985 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$553 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$448 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$434 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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