Kingswood Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,088 shares of FDN stock, worth $562,361. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,088
Previous 1,523 37.1%
Holding current value
$562,361
Previous $410 Million 42.45%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$264.06 - $287.34 $149,193 - $162,347
565 Added 37.1%
2,088 $584 Million
Q2 2025

Jul 23, 2025
BUY
$200.29 - $269.33 $305,041 - $410,189
1,523 New
1,523 $410 Million

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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