Wealthstream Advisors, Inc. First Tr Fd Dow Jones Transaction History
Wealthstream Advisors, Inc.
- $512 Million
- Q1 2025
A detailed history of Wealthstream Advisors, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 2,765 shares of FDN stock, worth $703,001. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,765
Previous 2,765
-0.0%
Holding current value
$703,001
Previous $672,000
8.63%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
617Shares Held
16.8MCall Options Held
111KPut Options Held
84.5K-
First Trust Advisors LP Wheaton, IL3.2MShares$815 Million0.66% of portfolio
-
Morgan Stanley New York, NY1.52MShares$386 Million0.02% of portfolio
-
Ubs Group Ag1.15MShares$293 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$263 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC746KShares$190 Million0.07% of portfolio