Winch Advisory Services, LLC First Tr Fd Dow Jones Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$210.08 - $246.6 $7,352 - $8,631	-35 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$99.66 - $102.36 $3,488 - $3,582	35	35 $4,000

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$949 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$338 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$255 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$222 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$188 Million
0.04% of portfolio

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