Financial Partners Group, Inc First Tr Fd Dow Jones Transaction History

Financial Partners Group, Inc

$621 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$107.38 - $154.58 $1.02 Million - $1.47 Million	-9,539 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$129.54 - $140.43 $168,013 - $182,137	-1,297 Reduced 11.97%	9,539 $1.4 Million
Q3 2019 Nov 12, 2019	SELL	$133.68 - $151.35 $1.45 Million - $1.65 Million	-10,870 Reduced 50.08%	10,836 $1.46 Million
Q2 2019 Aug 15, 2019	SELL	$132.96 - $149.21 $38,425 - $43,121	-289 Reduced 1.31%	21,706 $3.12 Million
Q1 2019 May 07, 2019	SELL	$114.08 - $142.11 $73,923 - $92,087	-648 Reduced 2.86%	21,995 $3.06 Million

Q4 2018 Feb 14, 2019	SELL	$107.21 - $140.59 $586,117 - $768,605	-5,467 Reduced 19.45%	22,643 $2.64 Million
Q3 2018 Nov 02, 2018	BUY	$135.4 - $147.65 $3.81 Million - $4.15 Million	28,110 New	28,110 $3.98 Million

Others Institutions Holding FDN

# of Institutions

541

Shares Held

18.7M

Call Options Held

82.1K

Put Options Held

9.1K

First Trust Advisors LP Wheaton, IL

3.85M
Shares

$810 Million
0.82% of portfolio
Morgan Stanley New York, NY

1.61M
Shares

$338 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$234 Million
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.05M
Shares

$220 Million
0.1% of portfolio
Global Assets Advisory, LLC Orlando, FL

872K
Shares

$183 Million
0.19% of portfolio

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