Wealth Advisory Solutions, LLC First Trust Rising Dividend Ac Transaction History

Wealth Advisory Solutions, LLC

$363 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$40.42 - $49.12 $344,903 - $419,140	-8,533 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$46.62 - $52.79 $397,808 - $450,457	8,533 New	8,533 $418,000

Others Institutions Holding RDVY

# of Institutions

609

Shares Held

154M

Call Options Held

100

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

20.3M
Shares

$1.22 Billion
0.55% of portfolio
Morgan Stanley New York, NY

15.5M
Shares

$927 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.68M
Shares

$520 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

7.03M
Shares

$421 Million
0.57% of portfolio
International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$408 Million
0.31% of portfolio

About FIRST TRUST RISING DIVIDEND AC

Ticker RDVY
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