Insight Inv LLC First Trust Rising Dividend Ac Transaction History

Insight Inv LLC

$143 Million
Q4 2024

A detailed history of Insight Inv LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Insight Inv LLC holds 59,734 shares of RDVY stock, worth $3.73 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

59,734

Holding current value

$3.73 Million

% of portfolio

2.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$58.65 - $64.37 $3.5 Million - $3.85 Million	59,734 New	59,734 $3.53 Million

Others Institutions Holding RDVY

# of Institutions

625

Shares Held

148M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

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

15.5M
Shares

$967 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$543 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

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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