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 8,874 shares of FDN stock, worth $2.12 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
8,874
Previous 7,294 21.66%
Holding current value
$2.12 Million
Previous $1.45 Million 29.97%
% of portfolio
0.84%
Previous 0.64%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$183.68 - $212.48 $290,214 - $335,718
1,580 Added 21.66%
8,874 $1.88 Million
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

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
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