Whipplewood Advisors, LLC First Tr Fd Dow Jones Transaction History

Whipplewood Advisors, LLC

$176 Billion
Q4 2024

A detailed history of Whipplewood Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 150 shares of FDN stock, worth $39,625. This represents 0.02% of its overall portfolio holdings.

Number of Shares

150

Holding current value

$39,625

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$210.5 - $257.24 $31,575 - $38,586	150 New	150 $36.5 Million

Others Institutions Holding FDN

# of Institutions

568

Shares Held

15.6M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$1 Billion
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$358 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$270 Million
0.05% of portfolio
Ubs Group Ag

754K
Shares

$199 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

684K
Shares

$181 Million
0.07% of portfolio

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About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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Whipplewood Advisors, LLC First Tr Fd Dow Jones Transaction History