Winthrop Advisory Group LLC First Trust Rising Dividend Ac Transaction History

Winthrop Advisory Group LLC

$826 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 25, 2021	SELL	$31.97 - $39.94 $429,293 - $536,314	-13,428 Closed	0 $0
Q3 2020 Oct 20, 2020	BUY	$30.37 - $34.47 $407,808 - $462,863	13,428 New	13,428 $442,000

Others Institutions Holding RDVY

# of Institutions

609

Shares Held

154M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.21 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$917 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$515 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$417 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$403 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

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