Keel Point, LLC First Tr Fd Dow Jones Transaction History

Keel Point, LLC

$977 Million
Q1 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

542

Shares Held

18.6M

Call Options Held

82.1K

Put Options Held

9.1K

First Trust Advisors LP Wheaton, IL

3.85M
Shares

$765 Million
0.82% of portfolio
Morgan Stanley New York, NY

1.61M
Shares

$319 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$221 Million
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.05M
Shares

$208 Million
0.1% of portfolio
Global Assets Advisory, LLC Orlando, FL

872K
Shares

$173 Million
0.19% of portfolio

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