Goodwin Investment Advisory First Tr Fd Dow Jones Transaction History

Goodwin Investment Advisory

$231 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$179.04 - $206.29 $6,624 - $7,632	37 New	37 $7,000
Q4 2020 Jan 20, 2021	BUY	$186.35 - $219.82 $6,894 - $8,133	37 New	37 $8,000

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

$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 Goodwin Investment Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Goodwin Investment Advisory with notifications on news.