Hirtle Callaghan & CO LLC First Trust Rising Dividend Ac Transaction History

Hirtle Callaghan & CO LLC

$2.62 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$58.65 - $64.37 $1.76 Million - $1.93 Million	30,000 New	30,000 $1.77 Million

Others Institutions Holding RDVY

# of Institutions

728

Shares Held

192M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

25.9M
Shares

$1.73 Billion
0.57% of portfolio
Morgan Stanley New York, NY

16.9M
Shares

$1.13 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11.2M
Shares

$750 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.86M
Shares

$660 Million
0.13% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.07M
Shares

$474 Million
0.11% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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