Copia Wealth Management First Tr Fd Dow Jones Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Copia Wealth Management holds 204 shares of FDN stock, worth $54,943. This represents 0.04% of its overall portfolio holdings.
Number of Shares
204
Previous 204
-0.0%
Holding current value
$54,943
Previous $54.9 Million
3.9%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
645Shares Held
17MCall Options Held
42KPut Options Held
21.2K-
First Trust Advisors LP Wheaton, IL3.06MShares$823 Million0.67% of portfolio
-
Morgan Stanley New York, NY1.35MShares$365 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA951KShares$256 Million0.05% of portfolio
-
Ubs Group Ag879KShares$237 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC794KShares$214 Million0.07% of portfolio