Rise Advisors, LLC First Trust Rising Dividend Ac Transaction History
Rise Advisors, LLC
- $249 Million
- Q3 2025
A detailed history of Rise Advisors, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Rise Advisors, LLC holds 7,366 shares of RDVY stock, worth $493,006. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,366
Previous 5,659
30.16%
Holding current value
$493,006
Previous $355,000
39.44%
% of portfolio
0.2%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding RDVY
# of Institutions
745Shares Held
204MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC27.6MShares$1.85 Billion0.58% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.29 Billion0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL11MShares$739 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$683 Million0.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.79MShares$521 Million0.13% of portfolio