Wealthspire Advisors, LLC First Tr Fd Dow Jones Transaction History

Wealthspire Advisors, LLC

$7.49 Billion
Q1 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

541

Shares Held

18.7M

Call Options Held

82.1K

Put Options Held

9.1K

First Trust Advisors LP Wheaton, IL

3.85M
Shares

$810 Million
0.82% of portfolio
Morgan Stanley New York, NY

1.61M
Shares

$338 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.11M
Shares

$234 Million
0.06% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.05M
Shares

$220 Million
0.1% of portfolio
Global Assets Advisory, LLC Orlando, FL

872K
Shares

$183 Million
0.19% of portfolio

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