Heritage Wealth Advisors First Tr Fd Dow Jones Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 04, 2020	SELL	$129.54 - $140.43 $80,314 - $87,066	-620 Closed	0 $0
Q1 2019 May 06, 2019	BUY	$114.08 - $142.11 $70,729 - $88,108	620 New	620 $0

Others Institutions Holding FDN

# of Institutions

540

Shares Held

18.7M

Call Options Held

82.1K

Put Options Held

9.1K

First Trust Advisors LP Wheaton, IL

3.85M
Shares

$798 Million
0.82% of portfolio
Morgan Stanley New York, NY

1.61M
Shares

$333 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$230 Million
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.05M
Shares

$217 Million
0.1% of portfolio
Global Assets Advisory, LLC Orlando, FL

872K
Shares

$181 Million
0.19% of portfolio

About FIRST TR FD DOW JONES

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