Mark Sheptoff Financial Planning, LLC First Tr Fd Dow Jones Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 100 shares of FDN stock, worth $26,933. This represents 0.01% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$26,933
Previous $26,000
3.85%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FDN
# of Institutions
641Shares 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