True Link Financial Advisors, LLC First Trust Rising Dividend Ac Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$46.62 - $52.79 $13,333 - $15,097	-286 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$47.66 - $52.06 $13,630 - $14,889	286 New	286 $15,000

Others Institutions Holding RDVY

# of Institutions

587

Shares Held

149M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

19.4M
Shares

$1.22 Billion
0.54% of portfolio
Morgan Stanley New York, NY

15M
Shares

$939 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.76M
Shares

$549 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$441 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$427 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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