Keel Point, LLC First Tr Fd Dow Jones Transaction History

Keel Point, LLC

$1.19 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$206.49 - $243.18 $276,283 - $325,374	-1,338 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$117.99 - $172.68 $157,870 - $231,045	1,338 New	1,338 $228,000

Others Institutions Holding FDN

# of Institutions

547

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$919 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$327 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$247 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$215 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$182 Million
0.04% of portfolio

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