Lebenthal Global Advisors, LLC First Trust Rising Dividend Ac Transaction History

Lebenthal Global Advisors, LLC

$489 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 07, 2021	SELL	$39.09 - $45.86 $30,490 - $35,770	-780 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$31.97 - $39.94 $24,936 - $31,153	780 New	780 $31,000

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

$987 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$554 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$449 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$434 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lebenthal Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lebenthal Global Advisors, LLC with notifications on news.