Edge Rock Capital LLC First Tr Fd Dow Jones Transaction History

Edge Rock Capital LLC

$139 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$147.79 - $188.39 $48,475 - $61,791	328 New	328 $61,000
Q3 2022 Oct 14, 2022	BUY	$125.09 - $155.93 $40,028 - $49,897	320 New	320 $40,000

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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