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

Financial Partners Group, Inc

$660 Million
Q3 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

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$915 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$326 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$246 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$214 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$181 Million
0.04% of portfolio

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Partners Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Group, Inc with notifications on news.