Loring Wolcott & Coolidge Fiduciary Advisors LLP First Tr Fd Dow Jones Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.4 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 07, 2018	SELL	$117.23 - $144.91 $101,990 - $126,071	-870 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	$111.07 - $131.25 $96,630 - $114,187	870 New	870 $105,000

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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