Clearstead Advisors, LLC First Tr Fd Dow Jones Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

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 225 shares of FDN stock, worth $60,599. This represents 0.0% of its overall portfolio holdings.

Number of Shares

225

Previous 225 -0.0%

Holding current value

$60,599

Previous $60,000 3.33%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$221.38 - $266.86 $885 - $1,067	-4 Reduced 1.75%	225 $49,000
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

645

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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC First Tr Fd Dow Jones Transaction History