West Paces Advisors Inc. First Trust Rising Dividend Ac Transaction History

West Paces Advisors Inc.

$408 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Dec 18, 2023	SELL	$42.66 - $48.92 $35,578 - $40,799	-834 Closed	0 $0
Q4 2022 Dec 18, 2023	BUY	$39.34 - $47.06 $32,809 - $39,248	834 New	834 $36.6 Million

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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