Wealthspire Advisors, LLC First Tr Fd Dow Jones Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 08, 2019	SELL	$114.08 - $142.11 $3,080 - $3,836	-27 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$107.21 - $140.59 $2,894 - $3,795	27 New	27 $3,000

Others Institutions Holding FDN

# of Institutions

547

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$919 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$327 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$247 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$215 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$182 Million
0.04% of portfolio

About FIRST TR FD DOW JONES

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