Icapital Wealth LLC First Trust Rising Dividend Ac Transaction History

Icapital Wealth LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$38.88 - $46.42 $77,760 - $92,840	2,000 Added 20.0%	12,000 $467,000
Q2 2022 Aug 11, 2022	BUY	$40.42 - $49.12 $404,200 - $491,200	10,000 New	10,000 $409,000

Others Institutions Holding RDVY

# of Institutions

608

Shares Held

154M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.26 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$961 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$539 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$437 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$423 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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