Sea Crest Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Sea Crest Wealth Management, LLC
- $801 Million
- Q1 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 54,595 shares of FDN stock, worth $11.2 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
54,595
Previous 53,100
2.82%
Holding current value
$11.2 Million
Previous $9.91 Million
13.03%
% of portfolio
1.4%
Previous 1.22%
Shares
26 transactions
Others Institutions Holding FDN
# of Institutions
537Shares Held
18.7MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$790 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$330 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$228 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$214 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$179 Million0.19% of portfolio