V Wealth Advisors LLC First Trust Rising Dividend Ac Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$42.83 - $47.25 $8,737 - $9,639	204 Added 2.07%	10,047 $473,000
Q1 2023 May 02, 2023	SELL	$42.66 - $48.92 $22,353 - $25,634	-524 Reduced 5.05%	9,843 $441,000
Q4 2022 Jan 20, 2023	BUY	$39.34 - $47.06 $24,430 - $29,224	621 Added 6.37%	10,367 $0
Q3 2022 Nov 04, 2022	SELL	$38.88 - $46.42 $384,717 - $459,325	-9,895 Reduced 50.38%	9,746 $379,000
Q2 2022 Jul 27, 2022	BUY	$40.42 - $49.12 $411,273 - $499,796	10,175 Added 107.49%	19,641 $804,000
Q1 2022 May 16, 2022	BUY	$46.62 - $52.79 $223,496 - $253,075	4,794 Added 102.61%	9,466 $464,000
Q4 2021 Feb 17, 2022	BUY	$47.66 - $52.06 $222,667 - $243,224	4,672 New	4,672 $242,000

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

$1.3 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$991 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$557 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$451 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$436 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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