Insight Wealth Strategies, LLC First Tr Fd Dow Jones Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q2 2025
A detailed history of Insight Wealth Strategies, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 45,727 shares of FDN stock, worth $12.3 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
45,727
Previous 37,537
21.82%
Holding current value
$12.3 Million
Previous $8.38 Million
46.89%
% of portfolio
1.66%
Previous 1.16%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
639Shares Held
16.7MCall Options Held
111KPut Options Held
84.5K-
First Trust Advisors LP Wheaton, IL3.2MShares$862 Million0.66% of portfolio
-
Morgan Stanley New York, NY1.52MShares$408 Million0.02% of portfolio
-
Ubs Group Ag1.15MShares$310 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$279 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC746KShares$201 Million0.07% of portfolio