Qtr Family Wealth, LLC First Trust Rising Dividend Ac Transaction History

Qtr Family Wealth, LLC

$133 Billion
Q1 2025

A detailed history of Qtr Family Wealth, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 4,949 shares of RDVY stock, worth $306,689. This represents 0.22% of its overall portfolio holdings.

Number of Shares

4,949

Holding current value

$306,689

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$57.22 - $63.39 $283,181 - $313,717	4,949 New	4,949 $290 Million

Others Institutions Holding RDVY

# of Institutions

698

Shares Held

181M

Call Options Held

Put Options Held

567

Lpl Financial LLC Fort Mill, SC

23.7M
Shares

$1.47 Billion
0.56% of portfolio
Morgan Stanley New York, NY

16.7M
Shares

$1.04 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$682 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.52M
Shares

$590 Million
0.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$435 Million
0.57% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Qtr Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Qtr Family Wealth, LLC with notifications on news.

Account

Qtr Family Wealth, LLC First Trust Rising Dividend Ac Transaction History