Spectrum Management Group, LLC First Trust Rising Dividend Ac Transaction History

Spectrum Management Group, LLC

$460 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 11, 2020	SELL	$23.99 - $33.86 $33,586 - $47,404	-1,400 Closed	0 $0
Q1 2020 May 08, 2020	BUY	$21.81 - $36.72 $30,534 - $51,408	1,400 New	1,400 $36,000

Others Institutions Holding RDVY

# of Institutions

691

Shares Held

170M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

21.3M
Shares

$1.25 Billion
0.53% of portfolio
Morgan Stanley New York, NY

16.2M
Shares

$951 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$588 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

9.01M
Shares

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

7.03M
Shares

$412 Million
0.57% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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