Kcs Wealth Advisory First Tr Fd Dow Jones Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 15, 2020	SELL	$129.54 - $140.43 $54,924 - $59,542	-424 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$133.68 - $151.35 $56,680 - $64,172	424 New	424 $57,000

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

$915 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$326 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$246 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$214 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$181 Million
0.04% of portfolio

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