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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 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

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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