Icon Wealth Partners, LLC First Tr Fd Dow Jones Call Options Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$878 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$312 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$236 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$206 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$174 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 Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.