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

Lineweaver Wealth Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lineweaver Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 2,529 shares of FDN stock, worth $659,689. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,529
Previous 2,529 -0.0%
Holding current value
$659,689
Previous $518,000 3.28%
% of portfolio
0.11%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$192.91 - $207.84 $487,869 - $525,627
2,529 New
2,529 $518,000
Q4 2023

Jan 19, 2024
SELL
$147.79 - $188.39 $84,831 - $108,135
-574 Reduced 18.8%
2,479 $462,000
Q3 2023

Oct 19, 2023
SELL
$156.69 - $174.63 $10,028 - $11,176
-64 Reduced 2.05%
3,053 $487,000
Q4 2022

Jan 26, 2023
SELL
$116.11 - $135.9 $55,732 - $65,232
-480 Reduced 13.34%
3,117 $0
Q2 2022

Jul 26, 2022
SELL
$122.23 - $195.51 $30,435 - $48,681
-249 Reduced 6.47%
3,597 $456,000
Q1 2022

May 09, 2022
SELL
$162.73 - $226.47 $79,249 - $110,290
-487 Reduced 11.24%
3,846 $722,000
Q4 2021

Jan 31, 2022
BUY
$219.19 - $250.48 $1,315 - $1,502
6 Added 0.14%
4,333 $979,000
Q3 2021

Oct 22, 2021
BUY
$235.18 - $252.25 $6,114 - $6,558
26 Added 0.6%
4,327 $1.02 Million
Q4 2020

Feb 11, 2021
SELL
$186.35 - $219.82 $3,354 - $3,956
-18 Reduced 0.42%
4,301 $912,000
Q3 2020

Oct 20, 2020
BUY
$174.48 - $206.48 $12,388 - $14,660
71 Added 1.67%
4,319 $813,000
Q2 2020

Aug 10, 2020
BUY
$117.99 - $172.68 $3,421 - $5,007
29 Added 0.69%
4,248 $724,000
Q1 2020

May 05, 2020
BUY
$107.38 - $154.58 $51,649 - $74,352
481 Added 12.87%
4,219 $522,000
Q4 2019

Jan 16, 2020
BUY
$129.54 - $140.43 $484,220 - $524,927
3,738 New
3,738 $520,000

Others Institutions Holding FDN

# of Institutions
560
Shares Held
15.7M
Call Options Held
91.2K
Put Options Held
79.6K
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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