Pcg Asset Management, LLC First Tr Fd Dow Jones Transaction History

Pcg Asset Management, LLC

$114 Billion
Q4 2024

A detailed history of Pcg Asset Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Pcg Asset Management, LLC holds 1,755 shares of FDN stock, worth $463,671. This represents 0.37% of its overall portfolio holdings.

Number of Shares

1,755

Holding current value

$463,671

% of portfolio

0.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$210.5 - $257.24 $369,427 - $451,456	1,755 New	1,755 $427 Million

Others Institutions Holding FDN

# of Institutions

574

Shares Held

15.6M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$1 Billion
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$358 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$270 Million
0.05% of portfolio
Ubs Group Ag

754K
Shares

$199 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

684K
Shares

$181 Million
0.07% of portfolio

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About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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Pcg Asset Management, LLC First Tr Fd Dow Jones Transaction History