Forvis Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History
Forvis Wealth Advisors, LLC
- $4.41 Billion
- Q2 2025
A detailed history of Forvis Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,808 shares of FDN stock, worth $505,354. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,808
Previous 1,808
-0.0%
Holding current value
$505,354
Previous $401,000
21.2%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding FDN
# of Institutions
656Shares Held
16.5MCall Options Held
50.3KPut Options Held
47.1K-
First Trust Advisors LP Wheaton, IL3.15MShares$880 Million0.72% of portfolio
-
Morgan Stanley New York, NY1.36MShares$379 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA985KShares$275 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC740KShares$207 Million0.07% of portfolio
-
Ubs Group Ag723KShares$202 Million0.04% of portfolio