Retireful, LLC First Trust Rising Dividend Ac Transaction History

Retireful, LLC

$134 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$43.44 - $52.04 $309,162 - $370,368	7,117 New	7,117 $367,000
Q2 2023 Jul 10, 2023	BUY	$42.83 - $47.25 $2.38 Million - $2.63 Million	55,570 New	55,570 $2.62 Million
Q1 2022 May 06, 2022	BUY	$46.62 - $52.79 $700,279 - $792,958	15,021 New	15,021 $736,000

Others Institutions Holding RDVY

# of Institutions

609

Shares Held

154M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.24 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$940 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$528 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$427 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$414 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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