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

Evolution Wealth Advisors, LLC

$506 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$219.19 - $250.48 $24,768 - $28,304	-113 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$235.18 - $252.25 $26,575 - $28,504	113 New	113 $27,000

Others Institutions Holding FDN

# of Institutions

542

Shares Held

18.6M

Call Options Held

82.1K

Put Options Held

9.1K

First Trust Advisors LP Wheaton, IL

3.85M
Shares

$765 Million
0.82% of portfolio
Morgan Stanley New York, NY

1.61M
Shares

$319 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$221 Million
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.05M
Shares

$208 Million
0.1% of portfolio
Global Assets Advisory, LLC Orlando, FL

872K
Shares

$173 Million
0.19% of portfolio

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