Insight Wealth Strategies, LLC First Tr Fd Dow Jones Transaction History
Insight Wealth Strategies, LLC
- $788 Million
- Q3 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 1,411 shares of FDN stock, worth $380,024. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,411
Previous 45,727
96.91%
Holding current value
$380,024
Previous $12.3 Million
96.8%
% of portfolio
0.05%
Previous 1.66%
Shares
4 transactions
Others Institutions Holding FDN
# of Institutions
646Shares Held
17MCall Options Held
42KPut Options Held
21.2K-
First Trust Advisors LP Wheaton, IL3.06MShares$823 Million0.67% of portfolio
-
Morgan Stanley New York, NY1.35MShares$365 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA951KShares$256 Million0.05% of portfolio
-
Ubs Group Ag879KShares$237 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$214 Million0.07% of portfolio