Insight Inv LLC First Trust Rising Dividend Ac Transaction History

Insight Inv LLC

$143 Million
Q4 2024

A detailed history of Insight Inv LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Insight Inv LLC holds 59,734 shares of RDVY stock, worth $3.62 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

59,734

Holding current value

$3.62 Million

% of portfolio

2.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$58.65 - $64.37 $3.5 Million - $3.85 Million	59,734 New	59,734 $3.53 Million

Others Institutions Holding RDVY

# of Institutions

687

Shares Held

170M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.3M
Shares

$1.29 Billion
0.53% of portfolio
Morgan Stanley New York, NY

16.2M
Shares

$985 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$608 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

9.01M
Shares

$546 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$426 Million
0.57% of portfolio

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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