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

Paladin Advisory Group, LLC

$135 Million
Q3 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2021 Jan 11, 2022	BUY	$219.19 - $250.48 $10,959 - $12,524	50 New	50 $11,000

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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