Rooted Wealth Advisors, Inc. First Tr Fd Dow Jones Transaction History

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 7,294 shares of FDN stock, worth $1.64 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
7,294
Previous 6,872 6.14%
Holding current value
$1.64 Million
Previous $1.4 Million 3.35%
% of portfolio
0.64%
Previous 0.69%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$192.91 - $207.84 $81,408 - $87,708
422 Added 6.14%
7,294 $1.45 Million
Q1 2024

Apr 17, 2024
BUY
$179.04 - $206.29 $20,947 - $24,135
117 Added 1.73%
6,872 $1.4 Million
Q4 2023

Feb 07, 2024
BUY
$147.79 - $188.39 $36,799 - $46,909
249 Added 3.83%
6,755 $1.34 Million
Q3 2023

Nov 21, 2023
SELL
$156.69 - $174.63 $431,837 - $481,280
-2,756 Reduced 29.76%
6,506 $1.08 Million
Q2 2023

Aug 03, 2023
SELL
$137.79 - $164.55 $131,176 - $156,651
-952 Reduced 9.32%
9,262 $1.52 Million
Q1 2023

Apr 26, 2023
BUY
$121.41 - $153.27 $1.24 Million - $1.57 Million
10,214 New
10,214 $1.49 Million

Others Institutions Holding FDN

# of Institutions
542
Shares Held
16.7M
Call Options Held
96.2K
Put Options Held
26.7K
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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