New Edge Wealth, LLC First Tr Fd Dow Jones Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,451 shares of FDN stock, worth $2.32 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,451

Previous 9,462 0.12%

Holding current value

$2.32 Million

Previous $2 Million 14.67%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$210.5 - $257.24 $2,315 - $2,829	-11 Reduced 0.12%	9,451 $2.3 Million
Q3 2024 Nov 12, 2024	BUY	$183.68 - $212.48 $31,960 - $36,971	174 Added 1.87%	9,462 $2 Million
Q2 2024 Aug 01, 2024	SELL	$192.91 - $207.84 $15,625 - $16,835	-81 Reduced 0.86%	9,288 $1.9 Million
Q1 2024 May 06, 2024	BUY	$179.04 - $206.29 $302,040 - $348,011	1,687 Added 21.96%	9,369 $1.92 Million
Q4 2023 Jan 29, 2024	SELL	$147.79 - $188.39 $22,611 - $28,823	-153 Reduced 1.95%	7,682 $1.43 Million
Q3 2023 Nov 08, 2023	BUY	$156.69 - $174.63 $464,742 - $517,952	2,966 Added 60.92%	7,835 $1.25 Million
Q2 2023 Aug 09, 2023	BUY	$137.79 - $164.55 $670,899 - $801,193	4,869 New	4,869 $793,000
Q1 2021 May 13, 2021	SELL	$206.49 - $243.18 $243,451 - $286,709	-1,179 Closed	0 $0
Q4 2020 May 13, 2021	BUY	$186.35 - $219.82 $219,706 - $259,167	1,179 New	1,179 $250,000

Others Institutions Holding FDN

# of Institutions

621

Shares Held

17M

Call Options Held

77.6K

Put Options Held

83.1K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Account

New Edge Wealth, LLC First Tr Fd Dow Jones Transaction History