Rooted Wealth Advisors, Inc. First Tr Fd Dow Jones Transaction History
Rooted Wealth Advisors, Inc.
- $224 Million
- Q3 2024
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 8,874 shares of FDN stock, worth $2.12 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
8,874
Previous 7,294
21.66%
Holding current value
$2.12 Million
Previous $1.45 Million
29.97%
% of portfolio
0.84%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding FDN
# of Institutions
545Shares Held
16.3MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$907 Million0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$323 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$243 Million0.05% of portfolio
-
International Assets Investment Management, LLC Orlando, FL891KShares$212 Million0.01% of portfolio
-
Ubs Group Ag754KShares$180 Million0.04% of portfolio