Rooted Wealth Advisors, Inc. First Tr Fd Dow Jones Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 9,447 shares of FDN stock, worth $2.64 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
9,447
Previous 9,145
3.3%
Holding current value
$2.64 Million
Previous $2.46 Million
7.31%
% of portfolio
0.86%
Previous 0.89%
Shares
11 transactions
Others Institutions Holding FDN
# of Institutions
654Shares Held
16.4MCall Options Held
50.3KPut Options Held
47.1K-
First Trust Advisors LP Wheaton, IL3.15MShares$880 Million0.72% of portfolio
-
Morgan Stanley New York, NY1.36MShares$379 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA985KShares$275 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC740KShares$207 Million0.07% of portfolio
-
Ubs Group Ag723KShares$202 Million0.04% of portfolio