Moneta Group Investment Advisors LLC First Tr Fd Dow Jones Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,114 shares of FDN stock, worth $268,975. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,114

Previous 1,104 0.91%

Holding current value

$268,975

Previous $233,000 15.88%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$210.5 - $257.24 $2,105 - $2,572	10 Added 0.91%	1,114 $270,000
Q2 2024 Aug 13, 2024	SELL	$192.91 - $207.84 $15,625 - $16,835	-81 Reduced 6.84%	1,104 $226,000
Q1 2024 Aug 13, 2024	BUY	$179.04 - $206.29 $212,162 - $244,453	1,185 New	1,185 $243,000
Q3 2018 Nov 13, 2018	SELL	$135.4 - $147.65 $66,616 - $72,643	-492 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	$117.23 - $144.91 $7.88 Million - $9.74 Million	-67,214 Reduced 99.27%	492 $68,000
Q2 2018 Aug 15, 2018	SELL	$117.23 - $144.91 $33,293 - $41,154	-284 Reduced 0.42%	67,706 $68,000
Q2 2018 Aug 14, 2018	BUY	$117.23 - $144.91 $7.97 Million - $9.85 Million	67,990 New	67,990 $107,000

Others Institutions Holding FDN

# of Institutions

624

Shares Held

17M

Call Options Held

77.6K

Put Options Held

83.1K

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About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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Moneta Group Investment Advisors LLC First Tr Fd Dow Jones Transaction History