Optima Capital LLC First Tr Fd Dow Jones Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Optima Capital LLC holds 29 shares of FDN stock, worth $7,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$7,810

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$269.33 - $285.7 $7,810 - $8,285	29 New	29 $7.81 Million

Others Institutions Holding FDN

# of Institutions

641

Shares Held

17M

Call Options Held

42K

Put Options Held

21.2K

First Trust Advisors LP Wheaton, IL

3.06M
Shares

$823 Million
0.67% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$365 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

951K
Shares

$256 Million
0.05% of portfolio
Ubs Group Ag

879K
Shares

$237 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

794K
Shares

$214 Million
0.07% of portfolio

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About FIRST TR FD DOW JONES

Ticker FDN
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