Smith Shellnut Wilson LLC First Trust Rising Dividend Ac Transaction History

Smith Shellnut Wilson LLC

$218 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$47.66 - $52.06 $9,865 - $10,776	-207 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$46.13 - $49.37 $9,548 - $10,219	207 New	207 $10,000

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

$1.26 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$961 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$539 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$437 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$423 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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