Tfc Financial Management First Trust Rising Dividend Ac Transaction History

Tfc Financial Management

$629 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	$38.88 - $46.42 $24,533 - $29,291	631 New	631 $25,000
Q3 2021 Nov 02, 2021	SELL	$46.43 - $49.91 $9,286 - $9,982	-200 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$46.13 - $49.37 $9,226 - $9,874	200 New	200 $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

Ticker RDVY
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