Lido Advisors, LLC First Trust Rising Dividend Ac Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 2024

A detailed history of Lido Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Lido Advisors, LLC holds 3,709 shares of RDVY stock, worth $227,027. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,709

Holding current value

$227,027

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$58.65 - $64.37 $217,532 - $238,748	3,709 New	3,709 $219,000

Others Institutions Holding RDVY

# of Institutions

681

Shares Held

170M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.3M
Shares

$1.3 Billion
0.53% of portfolio
Morgan Stanley New York, NY

16.2M
Shares

$994 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$614 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

9.01M
Shares

$551 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$430 Million
0.57% of portfolio

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About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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