Mosaic Financial Group, LLC First Tr Fd Dow Jones Transaction History
Mosaic Financial Group, LLC
- $141 Million
- Q3 2024
A detailed history of Mosaic Financial Group, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 6,705 shares of FDN stock, worth $1.57 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
6,705
Previous 7,005
4.28%
Holding current value
$1.57 Million
Previous $1.44 Million
1.11%
% of portfolio
1.01%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
544Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$891 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$317 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$239 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$209 Million0.01% of portfolio
-
Ubs Group Ag754KShares$177 Million0.04% of portfolio