Karp Capital Management Corp First Tr Fd Dow Jones Transaction History

Karp Capital Management Corp

$0
Q4 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 07, 2019	SELL	$114.08 - $142.11 $116,361 - $144,952	-1,020 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$107.21 - $140.59 $109,354 - $143,401	1,020 New	1,020 $119,000
Q3 2018 Nov 13, 2018	SELL	$135.4 - $147.65 $4.34 Million - $4.73 Million	-32,050 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$117.23 - $144.91 $107,265 - $132,592	915 Added 2.94%	32,050 $4.41 Million
Q1 2018 May 08, 2018	BUY	$111.07 - $131.25 $66,086 - $78,093	595 Added 1.95%	31,135 $3.75 Million

Q4 2017 Feb 02, 2018	BUY	$102.74 - $112.17 $251,713 - $274,816	2,450 Added 8.72%	30,540 $3.36 Million
Q3 2017 Oct 30, 2017	SELL	$99.66 - $102.36 $2.95 Million - $3.03 Million	-29,645 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	29,645	29,645 $2.81 Million

Others Institutions Holding FDN

# of Institutions

541

Shares Held

18.7M

Call Options Held

82.1K

Put Options Held

9.1K

First Trust Advisors LP Wheaton, IL

3.85M
Shares

$810 Million
0.82% of portfolio
Morgan Stanley New York, NY

1.61M
Shares

$338 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$234 Million
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.05M
Shares

$220 Million
0.1% of portfolio
Global Assets Advisory, LLC Orlando, FL

872K
Shares

$183 Million
0.19% of portfolio

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