Accurate Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,285 shares of FDN stock, worth $346,089. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,285
Previous 1,269 1.26%
Holding current value
$346,089
Previous $341,000 5.28%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 20, 2025
BUY
$264.06 - $287.34 $4,224 - $4,597
16 Added 1.26%
1,285 $359,000
Q2 2025

Jul 15, 2025
SELL
$200.29 - $269.33 $600 - $807
-3 Reduced 0.24%
1,269 $341,000
Q1 2025

Apr 14, 2025
SELL
$221.38 - $266.86 $32,321 - $38,961
-146 Reduced 10.3%
1,272 $284,000
Q4 2024

Jan 14, 2025
BUY
$210.5 - $257.24 $51,783 - $63,281
246 Added 20.99%
1,418 $344,000
Q1 2024

Apr 22, 2024
BUY
$179.04 - $206.29 $209,834 - $241,771
1,172 New
1,172 $240,000
Q4 2022

Jan 11, 2023
BUY
$116.11 - $135.9 $25,544 - $29,898
220 New
220 $0

Others Institutions Holding FDN

# of Institutions
645
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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