Provence Wealth Management Group First Trust Rising Dividend Ac Transaction History

Provence Wealth Management Group

$186 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$46.62 - $52.79 $187,505 - $212,321	-4,022 Closed	0 $0
Q4 2021 May 02, 2022	BUY	$47.66 - $52.06 $191,688 - $209,385	4,022 New	4,022 $208,000

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
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