Searcy Financial Services Inc First Tr Fd Dow Jones Transaction History

Searcy Financial Services Inc

$211 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$162.73 - $226.47 $8.52 Million - $11.9 Million	-52,384 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$219.19 - $250.48 $5.79 Million - $6.61 Million	26,401 Added 101.61%	52,384 $11.8 Million
Q3 2021 Nov 01, 2021	BUY	$235.18 - $252.25 $44,919 - $48,179	191 Added 0.74%	25,983 $6.13 Million
Q2 2021 Jul 20, 2021	BUY	$210.08 - $246.6 $5.42 Million - $6.36 Million	25,792 New	25,792 $6.32 Million
Q1 2021 Apr 14, 2021	SELL	$206.49 - $243.18 $9.41 Million - $11.1 Million	-45,549 Closed	0 $0
Q4 2020 Feb 04, 2021	SELL	$186.35 - $219.82 $114,791 - $135,409	-616 Reduced 1.33%	45,549 $9.67 Million
Q3 2020 Oct 16, 2020	SELL	$174.48 - $206.48 $1.02 Million - $1.2 Million	-5,830 Reduced 11.21%	46,165 $8.69 Million
Q2 2020 Aug 04, 2020	SELL	$117.99 - $172.68 $1.19 Million - $1.74 Million	-10,070 Reduced 16.22%	51,995 $8.87 Million
Q1 2020 Apr 15, 2020	BUY	$107.38 - $154.58 $6.66 Million - $9.59 Million	62,065 New	62,065 $7.68 Million

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$949 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$338 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$255 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$222 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$188 Million
0.04% of portfolio

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