Harbor Asset Planning, Inc. First Tr Fd Dow Jones Transaction History

Harbor Asset Planning, Inc.

$105 Billion
Q2 2025

A detailed history of Harbor Asset Planning, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 43 shares of FDN stock, worth $11,950. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$11,950

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$200.29 - $269.33 $8,612 - $11,581	43 New	43 $11.6 Million

Others Institutions Holding FDN

# of Institutions

656

Shares Held

16.5M

Call Options Held

50.3K

Put Options Held

47.1K

First Trust Advisors LP Wheaton, IL

3.15M
Shares

$875 Million
0.72% of portfolio
Morgan Stanley New York, NY

1.36M
Shares

$377 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$274 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

740K
Shares

$206 Million
0.07% of portfolio
Ubs Group Ag

723K
Shares

$201 Million
0.04% of portfolio

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About FIRST TR FD DOW JONES

Ticker FDN
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Harbor Asset Planning, Inc. First Tr Fd Dow Jones Transaction History