Wealth Management Partners, LLC First Tr Fd Dow Jones Transaction History

Wealth Management Partners, LLC

  • $274 Million
  • Q3 2025

A detailed history of Wealth Management Partners, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Wealth Management Partners, LLC holds 33,425 shares of FDN stock, worth $9 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
33,425
Previous 33,387 0.11%
Holding current value
$9 Million
Previous $8.99 Million 4.01%
% of portfolio
3.41%
Previous 3.56%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$264.06 - $287.34 $10,034 - $10,918
38 Added 0.11%
33,425 $9.35 Million
Q2 2025

Jul 11, 2025
BUY
$200.29 - $269.33 $13,419 - $18,045
67 Added 0.2%
33,387 $8.99 Million
Q1 2025

Apr 10, 2025
SELL
$221.38 - $266.86 $3,984 - $4,803
-18 Reduced 0.05%
33,320 $7.44 Million
Q4 2024

Jan 16, 2025
BUY
$210.5 - $257.24 $22,523 - $27,524
107 Added 0.32%
33,338 $8.11 Million
Q3 2024

Oct 21, 2024
SELL
$183.68 - $212.48 $189,374 - $219,066
-1,031 Reduced 3.01%
33,231 $7.04 Million
Q2 2024

Jul 12, 2024
BUY
$192.91 - $207.84 $364,792 - $393,025
1,891 Added 5.84%
34,262 $7.02 Million
Q1 2024

Apr 12, 2024
BUY
$179.04 - $206.29 $37,419 - $43,114
209 Added 0.65%
32,371 $6.64 Million
Q4 2023

Jan 10, 2024
BUY
$147.79 - $188.39 $50,544 - $64,429
342 Added 1.07%
32,162 $6 Million
Q3 2023

Oct 24, 2023
BUY
$156.69 - $174.63 $164,994 - $183,885
1,053 Added 3.42%
31,820 $5.08 Million
Q2 2023

Jul 24, 2023
BUY
$137.79 - $164.55 $87,772 - $104,818
637 Added 2.11%
30,767 $5.01 Million
Q1 2023

Apr 14, 2023
BUY
$121.41 - $153.27 $15,783 - $19,925
130 Added 0.43%
30,130 $4.45 Million
Q3 2022

Oct 21, 2022
BUY
$125.09 - $155.93 $125,090 - $155,930
1,000 Added 3.45%
30,000 $3.85 Million
Q2 2022

Jul 15, 2022
BUY
$122.23 - $195.51 $122,230 - $195,510
1,000 Added 3.57%
29,000 $3.68 Million
Q1 2022

Apr 13, 2022
BUY
$162.73 - $226.47 $650,920 - $905,880
4,000 Added 16.67%
28,000 $5.27 Million
Q4 2021

Jan 19, 2022
BUY
$219.19 - $250.48 $40,769 - $46,589
186 Added 0.78%
24,000 $5.41 Million
Q3 2021

Oct 29, 2021
SELL
$235.18 - $252.25 $185,321 - $198,773
-788 Reduced 3.2%
23,814 $5.62 Million
Q2 2021

Jul 14, 2021
SELL
$210.08 - $246.6 $289,490 - $339,814
-1,378 Reduced 5.3%
24,602 $6.02 Million
Q1 2021

Apr 15, 2021
SELL
$206.49 - $243.18 $546,992 - $644,183
-2,649 Reduced 9.25%
25,980 $5.91 Million
Q4 2020

Feb 04, 2021
BUY
$186.35 - $219.82 $5.34 Million - $6.29 Million
28,629 New
28,629 $6.38 Million

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

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
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