New Square Capital LLC First Tr Fd Dow Jones Transaction History
New Square Capital LLC
- $1.23 Billion
- Q3 2024
A detailed history of New Square Capital LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, New Square Capital LLC holds 100,418 shares of FDN stock, worth $24.8 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
100,418
Previous 98,975
1.46%
Holding current value
$24.8 Million
Previous $20.3 Million
4.87%
% of portfolio
1.73%
Previous 1.78%
Shares
25 transactions
Others Institutions Holding FDN
# of Institutions
553Shares Held
15.5MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$938 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$334 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$252 Million0.05% of portfolio
-
Ubs Group Ag754KShares$186 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$169 Million0.07% of portfolio