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

Wmg Financial Advisors, LLC

  • $215 Million
  • Q4 2024

A detailed history of Wmg Financial Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 6,615 shares of FDN stock, worth $1.62 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
6,615
Previous 6,616 0.02%
Holding current value
$1.62 Million
Previous $1.4 Million 14.78%
% of portfolio
0.75%
Previous 0.68%

Shares

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

Feb 06, 2025
SELL
$210.5 - $257.24 $210 - $257
-1 Reduced 0.02%
6,615 $1.61 Million
Q3 2024

Oct 31, 2024
BUY
$183.68 - $212.48 $62,267 - $72,030
339 Added 5.4%
6,616 $1.4 Million
Q2 2024

Jul 30, 2024
BUY
$192.91 - $207.84 $98,384 - $105,998
510 Added 8.84%
6,277 $1.29 Million
Q1 2024

May 07, 2024
SELL
$179.04 - $206.29 $5,550 - $6,394
-31 Reduced 0.53%
5,767 $1.18 Million
Q4 2023

Feb 08, 2024
BUY
$147.79 - $188.39 $95,915 - $122,265
649 Added 12.6%
5,798 $1.08 Million
Q2 2023

Aug 03, 2023
BUY
$137.79 - $164.55 $489,016 - $583,987
3,549 Added 221.81%
5,149 $839,000
Q1 2023

Apr 18, 2023
SELL
$121.41 - $153.27 $63,618 - $80,313
-524 Reduced 24.67%
1,600 $236,000
Q4 2022

Feb 10, 2023
SELL
$116.11 - $135.9 $22,177 - $25,956
-191 Reduced 8.25%
2,124 $261,000
Q3 2022

Oct 18, 2022
SELL
$125.09 - $155.93 $23,767 - $29,626
-190 Reduced 7.58%
2,315 $293,000
Q2 2022

Aug 08, 2022
SELL
$122.23 - $195.51 $179,555 - $287,204
-1,469 Reduced 36.97%
2,505 $321,000
Q1 2022

Apr 18, 2022
SELL
$162.73 - $226.47 $130,021 - $180,949
-799 Reduced 16.74%
3,974 $747,000
Q4 2021

Feb 14, 2022
BUY
$219.19 - $250.48 $1.05 Million - $1.2 Million
4,773 New
4,773 $1.08 Million

Others Institutions Holding FDN

# of Institutions
621
Shares Held
17M
Call Options Held
77.6K
Put Options Held
83.1K
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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