Rise Advisors, LLC First Trust Rising Dividend Ac Transaction History

Rise Advisors, LLC

$220 Million
Q1 2025

A detailed history of Rise Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Rise Advisors, LLC holds 525 shares of RDVY stock, worth $31,584. This represents 0.01% of its overall portfolio holdings.

Number of Shares

525

Holding current value

$31,584

% of portfolio

0.01%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$57.22 - $63.39 $30,040 - $33,279	525 New	525 $30,000
Q1 2022 Apr 22, 2022	SELL	$46.62 - $52.79 $46 - $52	-1 Closed	0 $0
Q4 2021 Feb 24, 2022	BUY	$47.66 - $52.06 $47 - $52	1 New	1 $30,000

Others Institutions Holding RDVY

# of Institutions

695

Shares Held

180M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

23.7M
Shares

$1.42 Billion
0.56% of portfolio
Morgan Stanley New York, NY

16.7M
Shares

$1.01 Billion
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$662 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

9.52M
Shares

$573 Million
0.13% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$423 Million
0.57% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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