Welch & Forbes LLC First Tr Fd Dow Jones Transaction History

Welch & Forbes LLC

  • $8.21 Billion
  • Q3 2025

A detailed history of Welch & Forbes LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Welch & Forbes LLC holds 805 shares of FDN stock, worth $216,810. This represents 0.0% of its overall portfolio holdings.

Number of Shares
805
Previous 805 -0.0%
Holding current value
$216,810
Previous $216,000 4.17%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$200.29 - $269.33 $161,233 - $216,810
805 New
805 $216,000
Q1 2022

Apr 25, 2022
SELL
$162.73 - $226.47 $151,989 - $211,522
-934 Closed
0 $0
Q4 2021

Jan 19, 2022
SELL
$219.19 - $250.48 $151,898 - $173,582
-693 Reduced 42.59%
934 $211,000
Q1 2019

Apr 29, 2019
BUY
$114.08 - $142.11 $185,608 - $231,212
1,627 New
1,627 $226,000
Q4 2018

Feb 05, 2019
SELL
$107.21 - $140.59 $174,430 - $228,739
-1,627 Closed
0 $0
Q2 2018

Jul 16, 2018
BUY
$117.23 - $144.91 $190,733 - $235,768
1,627 New
1,627 $224,000

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 Welch & Forbes LLC Portfolio

Follow Welch & Forbes 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 Welch & Forbes LLC, based on Form 13F filings with the SEC.

News

Stay updated on Welch & Forbes LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email