Portfolio Strategies, Inc. First Trust Rising Dividend Ac Transaction History

Portfolio Strategies, Inc.

$701 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 01, 2020	SELL	$21.81 - $36.72 $4.68 Million - $7.88 Million	-214,620 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$30.59 - $36.03 $6.57 Million - $7.73 Million	214,620 New	214,620 $7.7 Million

Others Institutions Holding RDVY

# of Institutions

642

Shares Held

161M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.26 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$960 Million
0.07% of portfolio
Raymond James Financial Inc St. Petersburg, FL

10M
Shares

$623 Million
0.22% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$539 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$436 Million
0.57% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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