Godsey & Gibb Associates First Trust Rising Dividend Ac Transaction History

Godsey & Gibb Associates

$1.04 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	SELL	$45.58 - $49.58 $17,320 - $18,840	-380 Reduced 27.66%	994 $45,000
Q1 2023 Apr 18, 2023	BUY	$42.66 - $48.92 $58,614 - $67,216	1,374 New	1,374 $61,000

Others Institutions Holding RDVY

# of Institutions

611

Shares Held

154M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.21 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$923 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$518 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$420 Million
0.57% of portfolio
Bank Of America Corp Charlotte, NC

5.42M
Shares

$324 Million
0.03% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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