1900 Wealth Management LLC First Tr Fd Dow Jones Transaction History

1900 Wealth Management LLC

$1.05 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 01, 2021	SELL	$235.18 - $252.25 $501,638 - $538,049	-2,133 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$210.08 - $246.6 $448,100 - $525,997	2,133 New	2,133 $522,000

Others Institutions Holding FDN

# of Institutions

542

Shares Held

18.6M

Call Options Held

82.1K

Put Options Held

9.1K

First Trust Advisors LP Wheaton, IL

3.85M
Shares

$765 Million
0.82% of portfolio
Morgan Stanley New York, NY

1.61M
Shares

$319 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$221 Million
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.05M
Shares

$208 Million
0.1% of portfolio
Global Assets Advisory, LLC Orlando, FL

872K
Shares

$173 Million
0.19% of portfolio

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