Rockline Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Rockline Wealth Management, LLC
- $286 Billion
- Q1 2024
A detailed history of Rockline Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 3,087 shares of FDN stock, worth $612,892. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,087
Previous 3,087
-0.0%
Holding current value
$612,892
Previous $576 Million
9.94%
% of portfolio
0.22%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
542Shares Held
18.6MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$765 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$319 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$221 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$208 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$173 Million0.19% of portfolio