Concord Wealth Partners First Tr Fd Dow Jones Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Concord Wealth Partners holds 37 shares of FDN stock, worth $9,965. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 37 -0.0%
Holding current value
$9,965
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$183.68 - $212.48 $551 - $637
-3 Reduced 7.5%
37 $7,000
Q4 2023

Apr 30, 2024
SELL
$147.79 - $188.39 $5,616 - $7,158
-38 Reduced 48.72%
40 $7,000
Q4 2023

Feb 05, 2024
SELL
$147.79 - $188.39 $5,616 - $7,158
-38 Reduced 48.72%
40 $7,000
Q3 2023

Apr 30, 2024
BUY
$156.69 - $174.63 $5,954 - $6,635
38 Added 95.0%
78 $12,000
Q3 2023

Oct 25, 2023
SELL
$156.69 - $174.63 $3,133 - $3,492
-20 Reduced 20.41%
78 $12,000
Q2 2023

Aug 07, 2023
SELL
$137.79 - $164.55 $688 - $822
-5 Reduced 4.85%
98 $15,000
Q4 2022

Jan 27, 2023
BUY
$116.11 - $135.9 $11,959 - $13,997
103 New
103 $12,000
Q2 2022

Aug 04, 2022
SELL
$122.23 - $195.51 $14,056 - $22,483
-115 Reduced 52.75%
103 $13,000
Q1 2022

Apr 20, 2022
SELL
$162.73 - $226.47 $7,811 - $10,870
-48 Reduced 18.05%
218 $41,000
Q4 2021

Jan 21, 2022
BUY
$219.19 - $250.48 $44,057 - $50,346
201 Added 309.23%
266 $60,000
Q3 2021

Nov 09, 2021
SELL
$235.18 - $252.25 $12,464 - $13,369
-53 Reduced 44.92%
65 $15,000
Q2 2021

Jul 29, 2021
SELL
$210.08 - $246.6 $20,377 - $23,920
-97 Reduced 45.12%
118 $29,000
Q1 2021

May 13, 2021
BUY
$206.49 - $243.18 $37,168 - $43,772
180 Added 514.29%
215 $47,000
Q4 2020

Feb 16, 2021
BUY
$186.35 - $219.82 $6,522 - $7,693
35 New
35 $7,000

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

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