Integrated Advisors Network LLC First Tr Fd Dow Jones Transaction History

Integrated Advisors Network LLC

$2.08 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 14, 2023	SELL	$137.79 - $164.55 $77,851 - $92,970	-565 Reduced 5.76%	9,248 $1.51 Million
Q1 2023 May 05, 2023	SELL	$121.41 - $153.27 $394,703 - $498,280	-3,251 Reduced 24.89%	9,813 $1.45 Million
Q4 2022 Feb 02, 2023	BUY	$116.11 - $135.9 $1.52 Million - $1.78 Million	13,064 New	13,064 $1.61 Million
Q3 2022 Nov 07, 2022	BUY	$125.09 - $155.93 $1.82 Million - $2.27 Million	14,551 New	14,551 $1.84 Million
Q2 2022 Aug 12, 2022	SELL	$122.23 - $195.51 $1.62 Million - $2.59 Million	-13,267 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$162.73 - $226.47 $1.26 Million - $1.75 Million	7,742 Added 140.13%	13,267 $2.49 Million
Q4 2021 Feb 14, 2022	BUY	$219.19 - $250.48 $728,149 - $832,094	3,322 Added 150.79%	5,525 $1.25 Million
Q3 2021 Nov 15, 2021	BUY	$235.18 - $252.25 $518,101 - $555,706	2,203 New	2,203 $520,000

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$959 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$341 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$257 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$225 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$190 Million
0.04% of portfolio

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