Paladin Advisory Group, LLC First Tr Fd Dow Jones Transaction History

Paladin Advisory Group, LLC

$135 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	BUY	$121.41 - $153.27 $6,070 - $7,663	50 New	50 $7,000
Q1 2022 Apr 15, 2022	BUY	$162.73 - $226.47 $8,136 - $11,323	50 New	50 $9,000

Others Institutions Holding FDN

# of Institutions

544

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$891 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$317 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$239 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$209 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$177 Million
0.04% of portfolio

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