Moneco Advisors, LLC First Trust Rising Dividend Ac Transaction History

Moneco Advisors, LLC

$778 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	SELL	$39.34 - $47.06 $12,038 - $14,400	-306 Reduced 5.17%	5,614 $246,000
Q3 2022 Nov 01, 2022	BUY	$38.88 - $46.42 $230,169 - $274,806	5,920 New	5,920 $230,000

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

$991 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$557 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$451 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$436 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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