Global Wealth Management Investment Advisory, Inc. First Tr Fd Dow Jones Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$137.79 - $164.55 $10,472 - $12,505	76 New	76 $12,000
Q2 2022 Aug 15, 2022	SELL	$122.23 - $195.51 $2,444 - $3,910	-20 Reduced 20.83%	76 $10,000
Q2 2020 Aug 12, 2020	SELL	$117.99 - $172.68 $4,719 - $6,907	-40 Reduced 29.41%	96 $16,000
Q1 2020 May 14, 2020	BUY	$107.38 - $154.58 $4,295 - $6,183	40 Added 41.67%	136 $17,000
Q4 2019 Feb 14, 2020	SELL	$129.54 - $140.43 $43,784 - $47,465	-338 Reduced 77.88%	96 $13,000
Q3 2019 Nov 14, 2019	BUY	$133.68 - $151.35 $58,017 - $65,685	434 New	434 $58,000
Q1 2019 May 10, 2019	SELL	$114.08 - $142.11 $2,167 - $2,700	-19 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$107.21 - $140.59 $2,036 - $2,671	19 New	19 $2,000

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

$907 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$323 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$243 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$212 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$180 Million
0.04% of portfolio

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