Lane & Associates LLC First Tr Fd Dow Jones Transaction History

Lane & Associates LLC

$184 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 12, 2024	SELL	$121.41 - $153.27 $412,308 - $520,504	-3,396 Closed	0 $0
Q4 2022 Apr 12, 2024	BUY	$116.11 - $135.9 $394,309 - $461,516	3,396 New	3,396 $418 Million

Others Institutions Holding FDN

# of Institutions

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$907 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$323 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$243 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$212 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$180 Million
0.04% of portfolio

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