Fulcrum Equity Management First Trust Rising Dividend Ac Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 01, 2020	SELL	$21.81 - $36.72 $544,682 - $917,045	-24,974 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$30.59 - $36.03 $763,954 - $899,813	24,974 New	24,974 $896,000

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

$1.28 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$975 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$548 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$443 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$429 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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