Mach 1 Financial Group, LLC First Tr Fd Dow Jones Transaction History

Mach 1 Financial Group, LLC

$140 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$121.41 - $153.27 $5,099 - $6,437	42 New	42 $6,000
Q2 2022 Aug 04, 2022	BUY	$122.23 - $195.51 $1,466 - $2,346	12 New	12 $1,000

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

$927 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$330 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$249 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$217 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$184 Million
0.04% of portfolio

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