Pinnacle Family Advisors, LLC First Tr Fd Dow Jones Transaction History

Pinnacle Family Advisors, LLC

$201 Million
Q3 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 3,241 shares of FDN stock, worth $872,898. This represents 0.45% of its overall portfolio holdings.

Number of Shares

3,241

Previous 4,386 26.11%

Holding current value

$872,898

Previous $1.18 Million 23.29%

% of portfolio

0.45%

Previous 0.65%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$264.06 - $287.34 $302,348 - $329,004	-1,145 Reduced 26.11%	3,241 $906,000
Q2 2025 Aug 14, 2025	BUY	$200.29 - $269.33 $413,598 - $556,166	2,065 Added 88.97%	4,386 $1.18 Million
Q1 2025 May 15, 2025	SELL	$221.38 - $266.86 $1.22 Million - $1.47 Million	-5,493 Reduced 70.3%	2,321 $515,000
Q4 2024 Feb 14, 2025	BUY	$210.5 - $257.24 $777,166 - $949,730	3,692 Added 89.57%	7,814 $1.9 Million
Q3 2024 Nov 14, 2024	SELL	$183.68 - $212.48 $22,776 - $26,347	-124 Reduced 2.92%	4,122 $873,000

Q2 2024 Aug 14, 2024	SELL	$192.91 - $207.84 $598,792 - $645,135	-3,104 Reduced 42.23%	4,246 $870,000
Q1 2024 May 15, 2024	BUY	$179.04 - $206.29 $830,029 - $956,360	4,636 Added 170.82%	7,350 $1.51 Million
Q4 2023 Feb 14, 2024	SELL	$147.79 - $188.39 $230,256 - $293,511	-1,558 Reduced 36.47%	2,714 $506,000
Q3 2023 Nov 14, 2023	SELL	$156.69 - $174.63 $339,547 - $378,423	-2,167 Reduced 33.65%	4,272 $681,000
Q2 2023 Aug 14, 2023	BUY	$137.79 - $164.55 $887,229 - $1.06 Million	6,439 New	6,439 $1.05 Million
Q2 2022 Aug 15, 2022	BUY	$122.23 - $195.51 $44,736 - $71,556	366 Added 12.59%	3,272 $416,000
Q1 2022 May 16, 2022	BUY	$162.73 - $226.47 $61,674 - $85,832	379 Added 15.0%	2,906 $546,000
Q4 2021 Feb 14, 2022	SELL	$219.19 - $250.48 $76,935 - $87,918	-351 Reduced 12.2%	2,527 $571,000
Q3 2021 Nov 12, 2021	BUY	$235.18 - $252.25 $3,057 - $3,279	13 Added 0.45%	2,878 $679,000
Q2 2021 Aug 16, 2021	SELL	$210.08 - $246.6 $782,548 - $918,585	-3,725 Reduced 56.53%	2,865 $702,000
Q1 2021 May 14, 2021	BUY	$206.49 - $243.18 $99,321 - $116,969	481 Added 7.87%	6,590 $1.44 Million
Q4 2020 Feb 16, 2021	BUY	$186.35 - $219.82 $1.14 Million - $1.34 Million	6,109 New	6,109 $1.3 Million
Q1 2020 May 13, 2020	SELL	$107.38 - $154.58 $302,489 - $435,451	-2,817 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$129.54 - $140.43 $364,914 - $395,591	2,817 New	2,817 $392,000
Q2 2019 Aug 14, 2019	SELL	$132.96 - $149.21 $192,792 - $216,354	-1,450 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$114.08 - $142.11 $165,416 - $206,059	1,450 New	1,450 $201,000
Q4 2018 Feb 14, 2019	SELL	$107.21 - $140.59 $160,278 - $210,182	-1,495 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$135.4 - $147.65 $202,423 - $220,736	1,495 New	1,495 $212,000
Q2 2018 Aug 14, 2018	SELL	$117.23 - $144.91 $231,529 - $286,197	-1,975 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$111.07 - $131.25 $219,363 - $259,218	1,975 New	1,975 $238,000
Q4 2017 Feb 13, 2018	SELL	$102.74 - $112.17 $357,021 - $389,790	-3,475 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$99.66 - $102.36 $346,318 - $355,701	3,475	3,475 $356,000

Others Institutions Holding FDN

# of Institutions

645

Shares Held

17M

Call Options Held

42K

Put Options Held

21.2K

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 Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Account

Pinnacle Family Advisors, LLC First Tr Fd Dow Jones Transaction History