Lowe Wealth Advisors, LLC First Trust Rising Dividend Ac Transaction History

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 08, 2020	SELL	$23.99 - $33.86 $26,389 - $37,246	-1,100 Closed	0 $0
Q1 2020 Apr 10, 2020	BUY	$21.81 - $36.72 $23,991 - $40,392	1,100 New	1,100 $28,000

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 Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.