Dynasty Wealth Management, LLC First Trust Rising Dividend Ac Transaction History

Dynasty Wealth Management, LLC

$7.49 Trillion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$50.05 - $56.17 $3.7 Million - $4.15 Million	73,856 New	73,856 $4.15 Billion

Others Institutions Holding RDVY

# of Institutions

747

Shares Held

204M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

27.6M
Shares

$1.85 Billion
0.58% of portfolio
Morgan Stanley New York, NY

19.2M
Shares

$1.29 Billion
0.08% of portfolio
Raymond James Financial Inc St. Petersburg, FL

11M
Shares

$739 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

10.2M
Shares

$683 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.79M
Shares

$521 Million
0.13% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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