White Lighthouse Investment Management Inc. First Tr Fd Dow Jones Transaction History

White Lighthouse Investment Management Inc.

$518 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 24, 2018	SELL	$135.4 - $147.65 $214,202 - $233,582	-1,582 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	$117.23 - $144.91 $185,457 - $229,247	1,582 New	1,582 $218,000

Others Institutions Holding FDN

# of Institutions

537

Shares Held

15.9M

Call Options Held

96.2K

Put Options Held

26.7K

First Trust Advisors LP Wheaton, IL

3.84M
Shares

$811 Million
0.83% of portfolio
Morgan Stanley New York, NY

1.44M
Shares

$305 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.1M
Shares

$232 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

832K
Shares

$176 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

689K
Shares

$145 Million
0.07% of portfolio

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