Modus Advisors, LLC First Trust Rising Dividend Ac Transaction History

Modus Advisors, LLC

$305 Million
Q4 2024

A detailed history of Modus Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Modus Advisors, LLC holds 107 shares of RDVY stock, worth $6,589. This represents 0.0% of its overall portfolio holdings.

Number of Shares

107

Holding current value

$6,589

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 03, 2025	BUY	$58.65 - $64.37 $6,275 - $6,887	107 New	107 $6,000

Others Institutions Holding RDVY

# of Institutions

659

Shares Held

163M

Call Options Held

100

Put Options Held

Lpl Financial LLC Fort Mill, SC

21.3M
Shares

$1.31 Billion
0.53% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$952 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$618 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$535 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$433 Million
0.57% of portfolio

View Full List

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
Sector ETFs
Industry ETFs

More about RDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modus Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modus Advisors, LLC with notifications on news.

Account