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

West Paces Advisors Inc.

$379 Billion
Q1 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	$42.84 - $47.06 $35,728 - $39,248	834 New	834 $36.6 Million

Others Institutions Holding RDVY

# of Institutions

545

Shares Held

138M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

18.7M
Shares

$1.02 Billion
0.58% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$768 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

8.55M
Shares

$466 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

5.79M
Shares

$316 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

4.64M
Shares

$253 Million
0.02% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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