Sequoia Financial Advisors, LLC First Tr Fd Dow Jones Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 64,240 shares of FDN stock, worth $17.1 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
64,240
Previous 64,810 0.88%
Holding current value
$17.1 Million
Previous $13.7 Million 13.79%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Feb 07, 2025
SELL
$210.5 - $257.24 $119,985 - $146,626
-570 Reduced 0.88%
64,240 $15.6 Million
Q3 2024

Oct 21, 2024
BUY
$183.68 - $212.48 $1,836 - $2,124
10 Added 0.02%
64,810 $13.7 Million
Q2 2024

Jul 15, 2024
SELL
$192.91 - $207.84 $320,616 - $345,430
-1,662 Reduced 2.5%
64,800 $13.3 Million
Q1 2024

Apr 30, 2024
SELL
$179.04 - $206.29 $240,450 - $277,047
-1,343 Reduced 1.98%
66,462 $13.6 Million
Q4 2023

Jan 25, 2024
BUY
$147.79 - $188.39 $39,755 - $50,676
269 Added 0.4%
67,805 $12.6 Million
Q3 2023

Nov 08, 2023
SELL
$156.69 - $174.63 $46,380 - $51,690
-296 Reduced 0.44%
67,536 $10.8 Million
Q2 2023

Aug 08, 2023
SELL
$137.79 - $164.55 $74,268 - $88,692
-539 Reduced 0.79%
67,832 $11.1 Million
Q1 2023

Apr 24, 2023
SELL
$121.41 - $153.27 $137,071 - $173,041
-1,129 Reduced 1.62%
68,371 $10.1 Million
Q4 2022

Jan 17, 2023
BUY
$116.11 - $135.9 $74,194 - $86,840
639 Added 0.93%
69,500 $0
Q3 2022

Oct 26, 2022
SELL
$125.09 - $155.93 $370,141 - $461,396
-2,959 Reduced 4.12%
68,861 $8.69 Million
Q2 2022

Jul 22, 2022
SELL
$122.23 - $195.51 $276,239 - $441,852
-2,260 Reduced 3.05%
71,820 $9.12 Million
Q1 2022

May 13, 2022
SELL
$162.73 - $226.47 $234,005 - $325,663
-1,438 Reduced 1.9%
74,080 $13.9 Million
Q4 2021

Feb 11, 2022
BUY
$219.19 - $250.48 $1.1 Million - $1.25 Million
5,007 Added 7.1%
75,518 $17.1 Million
Q3 2021

Oct 26, 2021
SELL
$235.18 - $252.25 $1.33 Million - $1.43 Million
-5,662 Reduced 7.43%
70,511 $16.6 Million
Q2 2021

Jul 27, 2021
SELL
$210.08 - $246.6 $55,040 - $64,609
-262 Reduced 0.34%
76,173 $18.7 Million
Q1 2021

May 14, 2021
SELL
$206.49 - $243.18 $268,437 - $316,134
-1,300 Reduced 1.67%
76,435 $16.7 Million
Q4 2020

Feb 12, 2021
SELL
$186.35 - $219.82 $264,989 - $312,584
-1,422 Reduced 1.8%
77,735 $16.5 Million
Q3 2020

Oct 23, 2020
SELL
$174.48 - $206.48 $134,349 - $158,989
-770 Reduced 0.96%
79,157 $14.9 Million
Q2 2020

Aug 25, 2020
BUY
$117.99 - $172.68 $9.43 Million - $13.8 Million
79,927 New
79,927 $13.6 Million
Q2 2020

Aug 11, 2020
SELL
$117.99 - $172.68 $9.45 Million - $13.8 Million
-80,085 Closed
0 $13.6 Million
Q1 2020

May 11, 2020
SELL
$107.38 - $154.58 $199,619 - $287,364
-1,859 Reduced 2.27%
80,085 $9.91 Million
Q4 2019

Feb 13, 2020
SELL
$129.54 - $140.43 $351,571 - $381,127
-2,714 Reduced 3.21%
81,944 $11.4 Million
Q3 2019

Oct 22, 2019
SELL
$133.68 - $151.35 $116,702 - $132,128
-873 Reduced 1.02%
84,658 $11.4 Million
Q2 2019

Jul 31, 2019
SELL
$132.96 - $149.21 $146,256 - $164,131
-1,100 Reduced 1.27%
85,531 $12.3 Million
Q1 2019

May 13, 2019
SELL
$114.08 - $142.11 $110,315 - $137,420
-967 Reduced 1.1%
86,631 $12 Million
Q4 2018

Feb 14, 2019
SELL
$107.21 - $140.59 $468,936 - $614,940
-4,374 Reduced 4.76%
87,598 $10.2 Million
Q3 2018

Nov 14, 2018
SELL
$135.4 - $147.65 $217,587 - $237,273
-1,607 Reduced 1.72%
91,972 $13 Million
Q2 2018

Aug 14, 2018
SELL
$117.23 - $144.91 $2.89 Million - $3.57 Million
-24,650 Reduced 20.85%
93,579 $12.9 Million
Q1 2018

May 14, 2018
SELL
$111.07 - $131.25 $571,788 - $675,675
-5,148 Reduced 4.17%
118,229 $14.2 Million
Q4 2017

Feb 13, 2018
BUY
$102.74 - $112.17 $12.7 Million - $13.8 Million
123,377 New
123,377 $13.6 Million
Q3 2017

Nov 13, 2017
SELL
$99.66 - $102.36 $12.8 Million - $13.1 Million
-128,447 Closed
0 $0
Q2 2017

Aug 09, 2017
BUY
N/A
128,447
128,447 $12.2 Million

Others Institutions Holding FDN

# of Institutions
617
Shares Held
17M
Call Options Held
77.6K
Put Options Held
83.1K
View Full List

About FIRST TR FD DOW JONES

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