Equitable Trust CO First Tr Fd Dow Jones Transaction History

Equitable Trust CO

$1.47 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	SELL	$179.04 - $206.29 $68,393 - $78,802	-382 Reduced 22.83%	1,291 $264,000
Q1 2023 May 08, 2023	BUY	$121.41 - $153.27 $203,118 - $256,420	1,673 New	1,673 $247,000

Others Institutions Holding FDN

# of Institutions

544

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$891 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$317 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$239 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$209 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$177 Million
0.04% of portfolio

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