Stegent Equity Advisors, Inc. First Trust Rising Dividend Ac Transaction History
Stegent Equity Advisors, Inc.
- $84.8 Million
- Q1 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 60,546 shares of RDVY stock, worth $3.85 Million. This represents 4.18% of its overall portfolio holdings.
Number of Shares
60,546
Previous 69,307
12.64%
Holding current value
$3.85 Million
Previous $4.1 Million
13.52%
% of portfolio
4.18%
Previous 4.85%
Shares
14 transactions
Others Institutions Holding RDVY
# of Institutions
706Shares Held
181MCall Options Held
0Put Options Held
567-
Lpl Financial LLC Fort Mill, SC23.7MShares$1.51 Billion0.56% of portfolio
-
Morgan Stanley New York, NY16.7MShares$1.06 Billion0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$700 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA9.52MShares$606 Million0.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$447 Million0.57% of portfolio