Hoey Investments, Inc First Trust Rising Dividend Ac Transaction History

Hoey Investments, Inc

$524 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$43.44 - $52.04 $29,973 - $35,907	690 New	690 $35,000
Q2 2022 Aug 11, 2022	BUY	$40.42 - $49.12 $8,084 - $9,824	200 New	200 $8,000

Others Institutions Holding RDVY

# of Institutions

611

Shares Held

147M

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

Ticker RDVY
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