National Wealth Management Group, LLC First Tr Fd Dow Jones Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,399 shares of FDN stock, worth $309,808. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,399

Previous 1,499 6.67%

Holding current value

$309,808

Previous $307 Million 6.74%

% of portfolio

0.22%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$192.91 - $207.84 $19,291 - $20,784	-100 Reduced 6.67%	1,399 $287 Million
Q1 2024 May 17, 2024	SELL	$179.04 - $206.29 $11,995 - $13,821	-67 Reduced 4.28%	1,499 $307 Million
Q4 2023 Feb 01, 2024	SELL	$147.79 - $188.39 $17,439 - $22,230	-118 Reduced 7.01%	1,566 $292 Million
Q3 2023 Nov 13, 2023	SELL	$156.69 - $174.63 $12,221 - $13,621	-78 Reduced 4.43%	1,684 $269 Million
Q1 2023 May 15, 2023	BUY	$121.41 - $153.27 $213,924 - $270,061	1,762 New	1,762 $252 Million
Q4 2022 Nov 17, 2023	SELL	$116.11 - $135.9 $8,243 - $9,648	-71 Reduced 3.51%	1,949 $240 Million
Q3 2022 Nov 17, 2023	BUY	$125.09 - $155.93 $42,030 - $52,392	336 Added 19.95%	2,020 $255 Million
Q2 2022 Nov 17, 2023	SELL	$122.23 - $195.51 $29,457 - $47,117	-241 Reduced 8.18%	2,704 $343 Million
Q1 2022 Nov 17, 2023	BUY	$162.73 - $226.47 $9,112 - $12,682	56 Added 1.94%	2,945 $553 Million
Q4 2021 Nov 17, 2023	BUY	$219.19 - $250.48 $264,123 - $301,828	1,205 Added 71.56%	2,889 $653 Million

Others Institutions Holding FDN

# of Institutions

539

Shares Held

16.7M

Call Options Held

96.2K

Put Options Held

26.7K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC First Tr Fd Dow Jones Transaction History