Wealthcare Advisory Partners LLC First Tr Fd Dow Jones Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$179.04 - $206.29 $49,236 - $56,729	275 Added 23.23%	1,459 $299,000
Q4 2023 Feb 06, 2024	BUY	$147.79 - $188.39 $174,983 - $223,053	1,184 New	1,184 $220,000
Q2 2021 Aug 16, 2021	SELL	$210.08 - $246.6 $86,132 - $101,106	-410 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$206.49 - $243.18 $84,660 - $99,703	410 New	410 $89,000
Q2 2020 Jul 29, 2020	SELL	$117.99 - $172.68 $86,368 - $126,401	-732 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$107.38 - $154.58 $751 - $1,082	7 Added 0.97%	732 $91,000
Q4 2019 Jan 29, 2020	SELL	$129.54 - $140.43 $14,508 - $15,728	-112 Reduced 13.38%	725 $101,000
Q3 2019 Oct 17, 2019	BUY	$133.68 - $151.35 $26,736 - $30,270	200 Added 31.4%	837 $113,000
Q2 2019 Jul 30, 2019	BUY	$132.96 - $149.21 $39,888 - $44,763	300 Added 89.02%	637 $92,000
Q3 2018 Nov 14, 2018	SELL	$135.4 - $147.65 $43,057 - $46,952	-318 Reduced 48.55%	337 $48,000
Q2 2018 Aug 14, 2018	BUY	$117.23 - $144.91 $46,892 - $57,964	400 Added 156.86%	655 $90,000
Q1 2018 May 15, 2018	SELL	$111.07 - $131.25 $5,109 - $6,037	-46 Reduced 15.28%	255 $31,000
Q4 2017 Feb 14, 2018	BUY	$102.74 - $112.17 $7,808 - $8,524	76 Added 33.78%	301 $33,000
Q3 2017 Nov 15, 2017	BUY	$99.66 - $102.36 $22,423 - $23,031	225	225 $23,000

Others Institutions Holding FDN

# of Institutions

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$907 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$323 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$243 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$212 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$180 Million
0.04% of portfolio

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