White Knight Strategic Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History

White Knight Strategic Wealth Advisors, LLC

$106 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$121.41 - $153.27 $143,263 - $180,858	-1,180 Reduced 45.72%	1,401 $207,000
Q4 2022 Feb 14, 2023	BUY	$116.11 - $135.9 $299,679 - $350,757	2,581 New	2,581 $318,000

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

$927 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$330 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$249 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$217 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$184 Million
0.04% of portfolio

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