Wealthspire Advisors, LLC First Tr Fd Dow Jones Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 130 shares of FDN stock, worth $35,012. This represents 0.0% of its overall portfolio holdings.

Number of Shares
130
Holding current value
$35,012
% of portfolio
0.0%

Shares

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

Nov 13, 2025
BUY
$264.06 - $287.34 $34,327 - $37,354
130 New
130 $36,000
Q1 2019

May 08, 2019
SELL
$114.08 - $142.11 $3,080 - $3,836
-27 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$107.21 - $140.59 $2,894 - $3,795
27 New
27 $3,000

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

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email