Mc Glone Suttner Wealth Management, Inc. First Trust Rising Dividend Ac Transaction History

Mc Glone Suttner Wealth Management, Inc.

$715 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$43.44 - $52.04 $19,070 - $22,845	439 New	439 $22.7 Million

Others Institutions Holding RDVY

# of Institutions

731

Shares Held

195M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

27.6M
Shares

$1.87 Billion
0.58% of portfolio
Morgan Stanley New York, NY

16.9M
Shares

$1.14 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11.2M
Shares

$761 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.86M
Shares

$670 Million
0.13% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.07M
Shares

$481 Million
0.11% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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