Montag A & Associates Inc First Trust Rising Dividend Ac Transaction History

Montag A & Associates Inc

$2.08 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$46.13 - $49.37 $2,306 - $2,468	-50 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$39.09 - $45.86 $1,954 - $2,293	50 New	50 $2,000

Others Institutions Holding RDVY

# of Institutions

690

Shares Held

170M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

21.3M
Shares

$1.24 Billion
0.53% of portfolio
Morgan Stanley New York, NY

16.2M
Shares

$943 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$582 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

9.01M
Shares

$523 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$408 Million
0.57% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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