Rfg Bristol Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $322 Billion
  • Q2 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 2,146 shares of FDN stock, worth $581,630. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,146
Previous 1,605 33.71%
Holding current value
$581,630
Previous $357 Million 62.1%
% of portfolio
0.18%
Previous 0.12%

Shares

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

Aug 05, 2025
BUY
$200.29 - $269.33 $108,356 - $145,707
541 Added 33.71%
2,146 $578 Million
Q1 2025

May 08, 2025
BUY
$221.38 - $266.86 $355,314 - $428,310
1,605 New
1,605 $357 Million

Others Institutions Holding FDN

# of Institutions
657
Shares Held
16.7M
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
Track This Portfolio

Track Rfg Bristol Wealth Advisors, LLC Portfolio

Follow Rfg Bristol Wealth Advisors, 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 Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email