Sea Crest Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Sea Crest Wealth Management, LLC
- $874 Million
- Q2 2025
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 33,363 shares of FDN stock, worth $9.07 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
33,363
Previous 39,847
16.27%
Holding current value
$9.07 Million
Previous $8.9 Million
0.96%
% of portfolio
1.03%
Previous 1.04%
Shares
31 transactions
Others Institutions Holding FDN
# of Institutions
656Shares Held
16.5MCall Options Held
50.3KPut Options Held
47.1K-
First Trust Advisors LP Wheaton, IL3.15MShares$856 Million0.72% of portfolio
-
Morgan Stanley New York, NY1.36MShares$369 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA985KShares$268 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC740KShares$201 Million0.07% of portfolio
-
Ubs Group Ag723KShares$196 Million0.04% of portfolio