Ridgeline Wealth Planning, LLC First Tr Fd Dow Jones Transaction History
Ridgeline Wealth Planning, LLC
- $102 Billion
- Q1 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 1,627 shares of FDN stock, worth $432,570. This represents 0.36% of its overall portfolio holdings.
Number of Shares
1,627
Previous 1,627
-0.0%
Holding current value
$432,570
Previous $396 Million
8.64%
% of portfolio
0.36%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
622Shares Held
16.6MCall Options Held
111KPut Options Held
84.5K-
First Trust Advisors LP Wheaton, IL3.2MShares$852 Million0.66% of portfolio
-
Morgan Stanley New York, NY1.52MShares$404 Million0.02% of portfolio
-
Ubs Group Ag1.15MShares$306 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$275 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC746KShares$198 Million0.07% of portfolio