Mc Kinley Carter Wealth Services, Inc. First Tr Fd Dow Jones Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,507 shares of FDN stock, worth $648,059. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,507
Previous 2,620 4.31%
Holding current value
$648,059
Previous $554,000 9.93%
% of portfolio
0.04%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$210.5 - $257.24 $23,786 - $29,068
-113 Reduced 4.31%
2,507 $609,000
Q2 2024

Aug 09, 2024
SELL
$192.91 - $207.84 $126,741 - $136,550
-657 Reduced 20.05%
2,620 $536,000
Q4 2023

Feb 07, 2024
SELL
$147.79 - $188.39 $139,365 - $177,651
-943 Reduced 22.35%
3,277 $611,000
Q3 2023

Oct 13, 2023
SELL
$156.69 - $174.63 $183,170 - $204,142
-1,169 Reduced 21.69%
4,220 $673,000
Q2 2023

Aug 02, 2023
SELL
$137.79 - $164.55 $74,406 - $88,857
-540 Reduced 9.11%
5,389 $878,000
Q1 2023

Apr 24, 2023
SELL
$121.41 - $153.27 $18,211 - $22,990
-150 Reduced 2.47%
5,929 $876,000
Q4 2022

Feb 07, 2023
SELL
$116.11 - $135.9 $26,240 - $30,713
-226 Reduced 3.58%
6,079 $748,000
Q2 2022

Jul 15, 2022
SELL
$122.23 - $195.51 $24,446 - $39,102
-200 Reduced 3.07%
6,305 $801,000
Q1 2022

Apr 27, 2022
BUY
$162.73 - $226.47 $22,782 - $31,705
140 Added 2.2%
6,505 $1.22 Million
Q4 2021

Feb 07, 2022
SELL
$219.19 - $250.48 $144,007 - $164,565
-657 Reduced 9.36%
6,365 $1.44 Million
Q3 2021

Nov 03, 2021
BUY
$235.18 - $252.25 $31,514 - $33,801
134 Added 1.95%
7,022 $1.66 Million
Q2 2021

Aug 12, 2021
SELL
$210.08 - $246.6 $302,725 - $355,350
-1,441 Reduced 17.3%
6,888 $1.69 Million
Q1 2021

Apr 30, 2021
BUY
$206.49 - $243.18 $119,970 - $141,287
581 Added 7.5%
8,329 $1.82 Million
Q4 2020

Feb 16, 2021
BUY
$186.35 - $219.82 $1.02 Million - $1.2 Million
5,478 Added 241.32%
7,748 $1.65 Million
Q2 2020

Jul 20, 2020
SELL
$117.99 - $172.68 $27,727 - $40,579
-235 Reduced 9.38%
2,270 $387,000
Q1 2020

May 01, 2020
SELL
$107.38 - $154.58 $53,690 - $77,290
-500 Reduced 16.64%
2,505 $310,000
Q3 2019

Nov 14, 2019
BUY
$133.68 - $151.35 $16,041 - $18,162
120 Added 4.16%
3,005 $405,000
Q1 2019

May 08, 2019
BUY
$114.08 - $142.11 $114,080 - $142,110
1,000 Added 53.05%
2,885 $401,000
Q4 2018

Feb 13, 2019
BUY
$107.21 - $140.59 $30,018 - $39,365
280 Added 17.45%
1,885 $220,000
Q2 2018

Dec 07, 2018
BUY
$117.23 - $144.91 $12,309 - $15,215
105 Added 7.0%
1,605 $221,000
Q1 2018

May 17, 2018
BUY
$111.07 - $131.25 $166,605 - $196,875
1,500 New
1,500 $181,000

Others Institutions Holding FDN

# of Institutions
559
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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