Choice Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History

Choice Wealth Advisors, LLC

$197 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$122.23 - $195.51 $3.56 Million - $5.69 Million	-29,123 Closed	0 $0
Q1 2022 Apr 12, 2022	SELL	$162.73 - $226.47 $51,585 - $71,790	-317 Reduced 1.08%	29,123 $5.34 Million
Q4 2021 Feb 14, 2022	BUY	$219.19 - $250.48 $6.45 Million - $7.37 Million	29,440 New	29,440 $6.66 Million
Q3 2021 Oct 13, 2021	SELL	$235.18 - $252.25 $6.34 Million - $6.8 Million	-26,975 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$210.08 - $246.6 $5.67 Million - $6.65 Million	26,975 New	26,975 $6.61 Million
Q1 2021 Apr 16, 2021	SELL	$206.49 - $243.18 $4.96 Million - $5.84 Million	-24,020 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$186.35 - $219.82 $4.48 Million - $5.28 Million	24,020 New	24,020 $5.1 Million

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$959 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$341 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$257 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$225 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$190 Million
0.04% of portfolio

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