Cibc Private Wealth Group, LLC First Tr Fd Dow Jones Transaction History

Cibc Private Wealth Group, LLC

$56.1 Billion
Q3 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 260 shares of FDN stock, worth $70,025. This represents 0.0% of its overall portfolio holdings.

Number of Shares

260

Previous 2,342 88.9%

Holding current value

$70,025

Previous $520,000 86.15%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 21, 2025	SELL	$264.06 - $287.34 $549,772 - $598,241	-2,082 Reduced 88.9%	260 $72,000
Q1 2025 May 14, 2025	SELL	$221.38 - $266.86 $230,456 - $277,801	-1,041 Reduced 30.77%	2,342 $520,000
Q3 2024 Nov 13, 2024	SELL	$183.68 - $212.48 $23,878 - $27,622	-130 Reduced 3.7%	3,383 $716,000
Q2 2024 Aug 09, 2024	BUY	$192.91 - $207.84 $572,942 - $617,284	2,970 Added 546.96%	3,513 $719,000
Q1 2024 May 10, 2024	BUY	$179.04 - $206.29 $97,218 - $112,015	543 New	543 $111,000

Q1 2022 May 16, 2022	BUY	$162.73 - $226.47 $32,545 - $45,294	200 New	200 $38,000
Q3 2018 Nov 14, 2018	SELL	$135.4 - $147.65 $80,969 - $88,294	-598 Closed	0 $0
Q2 2018 Aug 02, 2018	SELL	$117.23 - $144.91 $43,257 - $53,471	-369 Reduced 38.16%	598 $82,000
Q1 2018 May 17, 2018	SELL	$111.07 - $131.25 $24,102 - $28,481	-217 Reduced 18.33%	967 $117,000
Q4 2017 Feb 12, 2018	BUY	$102.74 - $112.17 $121,644 - $132,809	1,184	1,184 $130,000

Others Institutions Holding FDN

# of Institutions

644

Shares Held

17M

Call Options Held

42K

Put Options Held

21.2K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.

Account

Cibc Private Wealth Group, LLC First Tr Fd Dow Jones Transaction History