Dakota Wealth Management First Trust Rising Dividend Ac Transaction History

Dakota Wealth Management

$4.24 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$43.44 - $52.04 $2.65 Million - $3.17 Million	60,901 New	60,901 $3.15 Million

Others Institutions Holding RDVY

# of Institutions

637

Shares Held

150M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.27 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$966 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$542 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$439 Million
0.57% of portfolio
Bank Of America Corp Charlotte, NC

5.42M
Shares

$339 Million
0.03% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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