Consolidated Capital Management, LLC First Tr Fd Dow Jones Transaction History

Consolidated Capital Management, LLC

$227 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	BUY	$122.23 - $195.51 $720,423 - $1.15 Million	5,894 New	5,894 $749,000

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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