Balance Wealth, LLC First Tr Fd Dow Jones Transaction History

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025

A detailed history of Balance Wealth, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Balance Wealth, LLC holds 1,958 shares of FDN stock, worth $527,348. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,958
Previous 2,024 3.26%
Holding current value
$527,348
Previous $545 Million 0.51%
% of portfolio
0.14%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$264.06 - $287.34 $17,427 - $18,964
-66 Reduced 3.26%
1,958 $548 Million
Q2 2025

Aug 13, 2025
BUY
$200.29 - $269.33 $6,008 - $8,079
30 Added 1.5%
2,024 $545 Million
Q1 2025

Apr 23, 2025
BUY
$221.38 - $266.86 $441,431 - $532,118
1,994 New
1,994 $443 Million

Others Institutions Holding FDN

# of Institutions
646
Shares Held
17M
Call Options Held
42K
Put Options Held
21.2K
View Full List

About FIRST TR FD DOW JONES

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
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