Strategic Wealth Partners, Ltd. First Tr Fd Dow Jones Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 30, 2020	SELL	$129.54 - $140.43 $389,785 - $422,553	-3,009 Closed	0 $0
Q3 2019 Oct 28, 2019	SELL	$133.68 - $151.35 $42,242 - $47,826	-316 Reduced 9.5%	3,009 $396,000
Q2 2019 Aug 06, 2019	SELL	$132.96 - $149.21 $64,485 - $72,366	-485 Reduced 12.73%	3,325 $478,000
Q1 2019 May 14, 2019	SELL	$114.08 - $142.11 $234,320 - $291,893	-2,054 Reduced 35.03%	3,810 $538,000
Q4 2018 Jan 24, 2019	SELL	$107.21 - $140.59 $1.52 Million - $2 Million	-14,216 Reduced 70.8%	5,864 $684,000
Q3 2018 Dec 06, 2018	BUY	$135.4 - $147.65 $597,791 - $651,874	4,415 Added 28.18%	20,080 $2.84 Million
Q2 2018 Sep 04, 2018	BUY	$117.23 - $144.91 $1.83 Million - $2.26 Million	15,615 Added 31230.0%	15,665 $2.16 Million
Q1 2018 Jul 13, 2018	BUY	$111.07 - $131.25 $5,553 - $6,562	50 New	50 $6,000

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$959 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$341 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$257 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$225 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$190 Million
0.04% of portfolio

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