Independent Advisor Alliance First Trust Rising Dividend Ac Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$21.81 - $36.72 $901,603 - $1.52 Million	-41,339 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$30.59 - $36.03 $1.26 Million - $1.49 Million	41,339 New	41,339 $1.48 Million

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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