Insight Advisors, LLC First Trust Rising Dividend Ac Transaction History

Insight Advisors, LLC

$372 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 21, 2023	SELL	$39.34 - $47.06 $50,473 - $60,377	-1,283 Reduced 5.87%	20,569 $903,000
Q3 2022 Dec 12, 2022	BUY	$38.88 - $46.42 $1,088 - $1,299	28 Added 0.13%	21,852 $850,000
Q2 2022 Aug 11, 2022	BUY	$40.42 - $49.12 $141,631 - $172,116	3,504 Added 19.13%	21,824 $964,000
Q1 2022 May 13, 2022	BUY	$46.62 - $52.79 $48,438 - $54,848	1,039 Added 6.01%	18,320 $898,000
Q4 2021 Feb 09, 2022	BUY	$47.66 - $52.06 $64,626 - $70,593	1,356 Added 8.51%	17,281 $895,000
Q3 2021 Nov 12, 2021	BUY	$46.43 - $49.91 $177,548 - $190,855	3,824 Added 31.6%	15,925 $811,000
Q2 2021 Aug 12, 2021	BUY	$46.13 - $49.37 $313,730 - $335,765	6,801 Added 128.32%	12,101 $582,000
Q1 2021 May 17, 2021	BUY	$39.09 - $45.86 $207,177 - $243,058	5,300 New	5,300 $253,000

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

$1.3 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$991 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$557 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$451 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$436 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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