Foresight Capital Management Advisors, Inc. First Tr Fd Dow Jones Transaction History

Foresight Capital Management Advisors, Inc.

$165 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$162.73 - $226.47 $1.46 Million - $2.03 Million	-8,944 Closed	0 $0
Q4 2021 May 04, 2022	BUY	$219.19 - $250.48 $1.96 Million - $2.24 Million	8,944 New	8,944 $2.02 Million

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$959 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$341 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$257 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$225 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$190 Million
0.04% of portfolio

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