Clearstead Advisors, LLC First Tr Fd Dow Jones Transaction History

Clearstead Advisors, LLC

  • $6.44 Billion
  • Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Clearstead Advisors, LLC holds 229 shares of FDN stock, worth $49,599. This represents 0.0% of its overall portfolio holdings.

Number of Shares
229
Previous 250 8.4%
Holding current value
$49,599
Previous $52,000 5.77%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$210.5 - $257.24 $4,420 - $5,402
-21 Reduced 8.4%
229 $55,000
Q4 2022

Feb 14, 2023
BUY
$116.11 - $135.9 $20,783 - $24,326
179 Added 252.11%
250 $30,000
Q2 2022

Aug 12, 2022
SELL
$122.23 - $195.51 $20,534 - $32,845
-168 Reduced 70.29%
71 $9,000
Q4 2021

Feb 14, 2022
SELL
$219.19 - $250.48 $23,453 - $26,801
-107 Reduced 30.92%
239 $54,000
Q3 2021

Nov 12, 2021
BUY
$235.18 - $252.25 $81,372 - $87,278
346 New
346 $82,000
Q4 2020

Feb 11, 2021
SELL
$186.35 - $219.82 $5,404 - $6,374
-29 Closed
0 $0
Q2 2020

Aug 11, 2020
BUY
$117.99 - $172.68 $3,421 - $5,007
29 New
29 $5,000

Others Institutions Holding FDN

# of Institutions
619
Shares Held
17.2M
Call Options Held
77.6K
Put Options Held
83.1K
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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