Wealth Advisory Solutions, LLC First Trust Rising Dividend Ac Transaction History

Wealth Advisory Solutions, LLC

$369 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$40.42 - $49.12 $344,903 - $419,140	-8,533 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$46.62 - $52.79 $397,808 - $450,457	8,533 New	8,533 $418,000

Others Institutions Holding RDVY

# of Institutions

564

Shares Held

140M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

19.4M
Shares

$1.14 Billion
0.54% of portfolio
Morgan Stanley New York, NY

15M
Shares

$879 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.76M
Shares

$514 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

6.87M
Shares

$404 Million
0.54% of portfolio
Bank Of America Corp Charlotte, NC

5.05M
Shares

$297 Million
0.02% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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