Maxwell Wealth Strategies Inc. First Tr Fd Dow Jones Transaction History
Maxwell Wealth Strategies Inc.
- $197 Billion
- Q1 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 2,521 shares of FDN stock, worth $521,947. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,521
Previous 3,246
22.34%
Holding current value
$521,947
Previous $606 Million
19.07%
% of portfolio
0.25%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
540Shares Held
18.7MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$798 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$333 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$230 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$217 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$181 Million0.19% of portfolio