Foresight Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 19, 2020	SELL	$174.48 - $206.48 $450,856 - $533,544	-2,584 Closed	0 $0
Q2 2020 Jul 15, 2020	SELL	$117.99 - $172.68 $95,807 - $140,216	-812 Reduced 23.91%	2,584 $441,000
Q1 2020 Apr 15, 2020	SELL	$107.38 - $154.58 $20,939 - $30,143	-195 Reduced 5.43%	3,396 $420,000
Q4 2019 Jan 15, 2020	SELL	$129.54 - $140.43 $185,371 - $200,955	-1,431 Reduced 28.49%	3,591 $500,000
Q3 2019 Oct 25, 2019	SELL	$133.68 - $151.35 $67,374 - $76,280	-504 Reduced 9.12%	5,022 $676,000
Q2 2019 Jul 25, 2019	SELL	$132.96 - $149.21 $63,421 - $71,173	-477 Reduced 7.95%	5,526 $795,000
Q1 2019 May 07, 2019	SELL	$114.08 - $142.11 $159,141 - $198,243	-1,395 Reduced 18.86%	6,003 $834,000
Q4 2018 Feb 08, 2019	BUY	$107.21 - $140.59 $793,139 - $1.04 Million	7,398 New	7,398 $863,000

Others Institutions Holding FDN

# of Institutions

547

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$919 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$327 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$247 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$215 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$182 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 Foresight Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foresight Wealth Management, LLC with notifications on news.