Insight Wealth Strategies, LLC First Tr Fd Dow Jones Transaction History

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 2025

A detailed history of Insight Wealth Strategies, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 45,727 shares of FDN stock, worth $12.2 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
45,727
Previous 37,537 21.82%
Holding current value
$12.2 Million
Previous $8.38 Million 46.89%
% of portfolio
1.66%
Previous 1.16%

Shares

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

Jul 07, 2025
BUY
$200.29 - $269.33 $1.64 Million - $2.21 Million
8,190 Added 21.82%
45,727 $12.3 Million
Q1 2025

Apr 03, 2025
BUY
$221.38 - $266.86 $620,528 - $748,008
2,803 Added 8.07%
37,537 $8.38 Million
Q4 2024

Jan 06, 2025
BUY
$210.5 - $257.24 $7.31 Million - $8.93 Million
34,734 New
34,734 $8.45 Million

Others Institutions Holding FDN

# of Institutions
620
Shares Held
16.8M
Call Options Held
111K
Put Options Held
84.5K
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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