Ridgeline Wealth Planning, LLC First Tr Fd Dow Jones Transaction History
Ridgeline Wealth Planning, LLC
- $133 Billion
- Q3 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 1,627 shares of FDN stock, worth $438,199. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,627
Previous 1,627
-0.0%
Holding current value
$438,199
Previous $438 Million
3.9%
% of portfolio
0.34%
Previous 0.36%
Shares
1 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