Qtr Family Wealth, LLC First Tr Fd Dow Jones Transaction History
Qtr Family Wealth, LLC
- $211 Billion
- Q3 2025
A detailed history of Qtr Family Wealth, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 3,074 shares of FDN stock, worth $827,920. This represents 0.41% of its overall portfolio holdings.
Number of Shares
3,074
Previous 3,222
4.59%
Holding current value
$827,920
Previous $868 Million
0.87%
% of portfolio
0.41%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding FDN
# of Institutions
644Shares 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