Wealthstream Advisors, Inc. First Tr Fd Dow Jones Transaction History
Wealthstream Advisors, Inc.
- $625 Million
- Q3 2025
A detailed history of Wealthstream Advisors, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 2,765 shares of FDN stock, worth $744,697. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,765
Previous 2,765
-0.0%
Holding current value
$744,697
Previous $744,000
3.9%
% of portfolio
0.12%
Previous 0.13%
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