Insight Wealth Strategies, LLC First Tr Fd Dow Jones Transaction History
Insight Wealth Strategies, LLC
- $725 Million
- Q1 2025
A detailed history of Insight Wealth Strategies, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 37,537 shares of FDN stock, worth $9.54 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
37,537
Previous 34,734
8.07%
Holding current value
$9.54 Million
Previous $8.45 Million
0.73%
% of portfolio
1.16%
Previous 1.14%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
617Shares Held
16.8MCall Options Held
111KPut Options Held
84.5K-
First Trust Advisors LP Wheaton, IL3.2MShares$815 Million0.66% of portfolio
-
Morgan Stanley New York, NY1.52MShares$386 Million0.02% of portfolio
-
Ubs Group Ag1.15MShares$293 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$263 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC746KShares$190 Million0.07% of portfolio