Truepoint, Inc. First Tr Fd Dow Jones Transaction History

Truepoint, Inc.

$3.46 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$137.79 - $164.55 $267,725 - $319,720	1,943 Added 87.96%	4,152 $676,000
Q1 2023 May 08, 2023	BUY	$121.41 - $153.27 $268,194 - $338,573	2,209 New	2,209 $326,000

Others Institutions Holding FDN

# of Institutions

542

Shares Held

18.6M

Call Options Held

82.1K

Put Options Held

9.1K

First Trust Advisors LP Wheaton, IL

3.85M
Shares

$765 Million
0.82% of portfolio
Morgan Stanley New York, NY

1.61M
Shares

$319 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$221 Million
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.05M
Shares

$208 Million
0.1% of portfolio
Global Assets Advisory, LLC Orlando, FL

872K
Shares

$173 Million
0.19% of portfolio

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