Ibex Wealth Advisors First Trust Rising Dividend Ac Transaction History
Ibex Wealth Advisors
- $902 Million
- Q2 2025
Shares
	  4 transactions
	
  Others Institutions Holding RDVY
# of Institutions
726Shares Held
190MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC25.9MShares$1.72 Billion0.57% of portfolio
- 
    
      Morgan Stanley New York, NY16.9MShares$1.12 Billion0.07% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL11.2MShares$746 Million0.25% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA9.86MShares$656 Million0.13% of portfolio
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      Ameriprise Financial Inc Minneapolis, MN7.07MShares$471 Million0.11% of portfolio