Wcg Wealth Advisors LLC First Tr Fd Dow Jones Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 37,627 shares of FDN stock, worth $8.15 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

37,627

Previous 38,198 1.49%

Holding current value

$8.15 Million

Previous $8.09 Million 13.08%

% of portfolio

0.64%

Previous 0.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$210.5 - $257.24 $120,195 - $146,884	-571 Reduced 1.49%	37,627 $9.15 Million
Q3 2024 Nov 13, 2024	SELL	$183.68 - $212.48 $163,291 - $188,894	-889 Reduced 2.27%	38,198 $8.09 Million
Q2 2024 Aug 12, 2024	BUY	$192.91 - $207.84 $233,228 - $251,278	1,209 Added 3.19%	39,087 $8.01 Million
Q1 2024 May 13, 2024	SELL	$179.04 - $206.29 $2.23 Million - $2.58 Million	-12,483 Reduced 24.79%	37,878 $7.77 Million
Q4 2023 Feb 08, 2024	SELL	$147.79 - $188.39 $1.2 Million - $1.53 Million	-8,120 Reduced 13.88%	50,361 $9.4 Million
Q3 2023 Nov 09, 2023	BUY	$156.69 - $174.63 $9.16 Million - $10.2 Million	58,481 New	58,481 $9.43 Million
Q3 2022 Nov 14, 2022	SELL	$125.09 - $155.93 $18,888 - $23,545	-151 Reduced 3.64%	4,002 $505,000
Q2 2022 Aug 23, 2022	SELL	$122.23 - $195.51 $1.2 Million - $1.92 Million	-9,815 Reduced 70.27%	4,153 $528,000
Q2 2022 Aug 15, 2022	BUY	$122.23 - $195.51 $1.71 Million - $2.73 Million	13,968 New	13,968 $464,000

Others Institutions Holding FDN

# of Institutions

625

Shares Held

17.3M

Call Options Held

77.6K

Put Options Held

83.1K

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About FIRST TR FD DOW JONES

Ticker FDN
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Industry ETFs

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Wcg Wealth Advisors LLC First Tr Fd Dow Jones Transaction History