Copia Wealth Management First Tr Fd Dow Jones Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Copia Wealth Management holds 204 shares of FDN stock, worth $56,512. This represents 0.04% of its overall portfolio holdings.
Number of Shares
204
Previous 204
-0.0%
Holding current value
$56,512
Previous $54.9 Million
3.9%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
658Shares Held
16.4MCall Options Held
50.3KPut Options Held
47.1K-
First Trust Advisors LP Wheaton, IL3.15MShares$872 Million0.72% of portfolio
-
Morgan Stanley New York, NY1.36MShares$376 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA985KShares$273 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC740KShares$205 Million0.07% of portfolio
-
Ubs Group Ag723KShares$200 Million0.04% of portfolio