Modus Advisors, LLC First Trust Rising Dividend Ac Transaction History

Modus Advisors, LLC

$305 Million
Q4 2024

A detailed history of Modus Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Modus Advisors, LLC holds 107 shares of RDVY stock, worth $6,424. This represents 0.0% of its overall portfolio holdings.

Number of Shares

107

Holding current value

$6,424

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 03, 2025	BUY	$58.65 - $64.37 $6,275 - $6,887	107 New	107 $6,000

Others Institutions Holding RDVY

# of Institutions

611

Shares Held

154M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.22 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$928 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$521 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$422 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$408 Million
0.31% of portfolio

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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