Rooted Wealth Advisors, Inc. First Tr Fd Dow Jones Call Options Transaction History

Rooted Wealth Advisors, Inc.

$227 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FDN

# of Institutions

542

Shares Held

16.7M

Call Options Held

96.2K

Put Options Held

26.7K

First Trust Advisors LP Wheaton, IL

3.84M
Shares

$864 Million
0.83% of portfolio
Morgan Stanley New York, NY

1.44M
Shares

$324 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.1M
Shares

$247 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$200 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

832K
Shares

$187 Million
0.02% of portfolio

About FIRST TR FD DOW JONES

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