Golden State Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,880 shares of FDN stock, worth $506,340. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,880

Previous 1,976 4.86%

Holding current value

$506,340

Previous $532 Million 1.15%

% of portfolio

0.06%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$264.06 - $287.34 $25,349 - $27,584	-96 Reduced 4.86%	1,880 $526 Million
Q2 2025 Aug 06, 2025	BUY	$200.29 - $269.33 $116,368 - $156,480	581 Added 41.65%	1,976 $532 Million
Q1 2025 Apr 24, 2025	SELL	$221.38 - $266.86 $308,825 - $372,269	-1,395 Reduced 50.0%	1,395 $310 Million
Q1 2025 Apr 23, 2025	BUY	$221.38 - $266.86 $292,221 - $352,255	1,320 Added 89.8%	2,790 $619,000
Q4 2024 Jan 28, 2025	SELL	$210.5 - $257.24 $395,108 - $482,839	-1,877 Reduced 56.08%	1,470 $357 Million

Q1 2022 May 19, 2022	SELL	$162.73 - $226.47 $90,315 - $125,690	-555 Reduced 14.22%	3,347 $629,000
Q1 2022 May 16, 2022	BUY	$162.73 - $226.47 $9,112 - $12,682	56 Added 1.46%	3,902 $850,000
Q4 2021 Feb 14, 2022	SELL	$219.19 - $250.48 $4,602 - $5,260	-21 Reduced 0.54%	3,846 $870,000
Q3 2021 Nov 15, 2021	BUY	$235.18 - $252.25 $28,221 - $30,270	120 Added 3.2%	3,867 $912,000
Q2 2021 Aug 12, 2021	SELL	$210.08 - $246.6 $32,562 - $38,223	-155 Reduced 3.97%	3,747 $917,000
Q1 2021 May 14, 2021	BUY	$206.49 - $243.18 $355,369 - $418,512	1,721 Added 78.91%	3,902 $850,000
Q4 2020 Jan 28, 2021	BUY	$186.35 - $219.82 $2,049 - $2,418	11 Added 0.51%	2,181 $463,000
Q3 2020 Nov 12, 2020	BUY	$174.48 - $206.48 $378,621 - $448,061	2,170 New	2,170 $409,000

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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Account

Golden State Wealth Management, LLC First Tr Fd Dow Jones Transaction History