Personal Cfo Solutions, LLC First Tr Fd Dow Jones Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$162.73 - $226.47 $320,415 - $445,919	-1,969 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$219.19 - $250.48 $200,997 - $229,690	917 Added 87.17%	1,969 $445,000
Q3 2021 Nov 18, 2021	BUY	$235.18 - $252.25 $28,456 - $30,522	121 Added 13.0%	1,052 $248,000
Q2 2021 Jul 22, 2021	SELL	$210.08 - $246.6 $11,344 - $13,316	-54 Reduced 5.48%	931 $228,000
Q1 2021 Apr 21, 2021	SELL	$206.49 - $243.18 $15,693 - $18,481	-76 Reduced 7.16%	985 $215,000
Q4 2020 Feb 09, 2021	BUY	$186.35 - $219.82 $197,717 - $233,229	1,061 New	1,061 $225,000
Q1 2020 Apr 30, 2020	SELL	$107.38 - $154.58 $192,102 - $276,543	-1,789 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$129.54 - $140.43 $231,747 - $251,229	1,789 New	1,789 $249,000

Others Institutions Holding FDN

# of Institutions

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$907 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$323 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$243 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$212 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$180 Million
0.04% of portfolio

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