Asset Planning,Inc First Tr Fd Dow Jones Transaction History

Asset Planning,Inc

$131 Billion
Q4 2024

A detailed history of Asset Planning,Inc transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Asset Planning,Inc holds 76 shares of FDN stock, worth $20,079. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$20,079

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$210.5 - $257.24 $15,998 - $19,550	76 New	76 $18.5 Million

Others Institutions Holding FDN

# of Institutions

581

Shares Held

16.1M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$1 Billion
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$358 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$270 Million
0.05% of portfolio
Ubs Group Ag

754K
Shares

$199 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

684K
Shares

$181 Million
0.07% of portfolio

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About FIRST TR FD DOW JONES

Ticker FDN
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