Stegent Equity Advisors, Inc. First Trust Rising Dividend Ac Transaction History
Stegent Equity Advisors, Inc.
- $102 Million
- Q3 2025
A detailed history of Stegent Equity Advisors, Inc. transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 56,832 shares of RDVY stock, worth $3.78 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
56,832
              Previous 48,938
              
        
           16.13%
        
      
          
        Holding current value
$3.78 Million
            Previous $3.07 Million
            
        
           24.5%
        
      
          
        % of portfolio
3.76%
            Previous 3.17%
          
        Shares
	  16 transactions
	
  Others Institutions Holding RDVY
# of Institutions
726Shares Held
190MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC25.9MShares$1.72 Billion0.57% of portfolio
- 
    
      Morgan Stanley New York, NY16.9MShares$1.12 Billion0.07% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL11.2MShares$746 Million0.25% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA9.86MShares$656 Million0.13% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN7.07MShares$471 Million0.11% of portfolio