Summit Financial Strategies, Inc. First Tr Fd Dow Jones Transaction History
Summit Financial Strategies, Inc.
- $1.08 Billion
- Q3 2025
A detailed history of Summit Financial Strategies, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 795 shares of FDN stock, worth $216,613. This represents 0.02% of its overall portfolio holdings.
Number of Shares
795
Previous 795
-0.0%
Holding current value
$216,613
Previous $214,000
3.74%
% of portfolio
0.02%
Previous 0.02%
Shares
1 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$858 Million0.72% of portfolio
-
Morgan Stanley New York, NY1.36MShares$370 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA985KShares$268 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC740KShares$202 Million0.07% of portfolio
-
Ubs Group Ag723KShares$197 Million0.04% of portfolio