Sfi Advisors, LLC First Tr Fd Dow Jones Transaction History
Sfi Advisors, LLC
- $140 Million
- Q3 2024
A detailed history of Sfi Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Sfi Advisors, LLC holds 24,994 shares of FDN stock, worth $6.57 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
24,994
Previous 24,622
1.51%
Holding current value
$6.57 Million
Previous $5.05 Million
4.91%
% of portfolio
3.79%
Previous 3.89%
Shares
10 transactions
Others Institutions Holding FDN
# of Institutions
568Shares Held
15.6MCall Options Held
91.2KPut Options Held
79.6K-
First Trust Advisors LP Wheaton, IL3.8MShares$1 Billion0.8% of portfolio
-
Morgan Stanley New York, NY1.35MShares$356 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.02MShares$268 Million0.05% of portfolio
-
Ubs Group Ag754KShares$198 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC684KShares$180 Million0.07% of portfolio