New Edge Wealth, LLC First Tr Fd Dow Jones Transaction History
New Edge Wealth, LLC
- $6.58 Billion
- Q3 2025
A detailed history of New Edge Wealth, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, New Edge Wealth, LLC holds 4,182 shares of FDN stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,182
Previous 5,618
25.56%
Holding current value
$1.13 Million
Previous $1.51 Million
22.67%
% of portfolio
0.02%
Previous 0.03%
Shares
12 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