Ae Wealth Management LLC First Tr Fd Dow Jones Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Ae Wealth Management LLC holds 13,964 shares of FDN stock, worth $3.51 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,964
Previous 14,541 3.97%
Holding current value
$3.51 Million
Previous $3.54 Million 12.25%
% of portfolio
0.03%
Previous 0.03%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$221.38 - $266.86 $127,736 - $153,978
-577 Reduced 3.97%
13,964 $3.1 Million
Q4 2024

Feb 13, 2025
SELL
$210.5 - $257.24 $1.4 Million - $1.71 Million
-6,665 Reduced 31.43%
14,541 $3.54 Million
Q3 2024

Nov 14, 2024
BUY
$183.68 - $212.48 $402,442 - $465,543
2,191 Added 11.52%
21,206 $4.49 Million
Q2 2024

Aug 12, 2024
BUY
$192.91 - $207.84 $353,025 - $380,347
1,830 Added 10.65%
19,015 $3.9 Million
Q1 2024

May 15, 2024
SELL
$179.04 - $206.29 $3.28 Million - $3.78 Million
-18,326 Reduced 51.61%
17,185 $3.52 Million
Q4 2023

Feb 14, 2024
BUY
$147.79 - $188.39 $2.44 Million - $3.1 Million
16,481 Added 86.61%
35,511 $6.62 Million
Q3 2023

Oct 11, 2023
BUY
$156.69 - $174.63 $303,821 - $338,607
1,939 Added 11.35%
19,030 $3.04 Million
Q2 2023

Jul 10, 2023
BUY
$137.79 - $164.55 $397,937 - $475,220
2,888 Added 20.33%
17,091 $2.79 Million
Q1 2023

Apr 14, 2023
BUY
$121.41 - $153.27 $141,078 - $178,099
1,162 Added 8.91%
14,203 $2.1 Million
Q4 2022

Jan 31, 2023
SELL
$116.11 - $135.9 $52,946 - $61,970
-456 Reduced 3.38%
13,041 $1.61 Million
Q3 2022

Oct 25, 2022
SELL
$125.09 - $155.93 $627,576 - $782,300
-5,017 Reduced 27.1%
13,497 $1.7 Million
Q2 2022

Aug 03, 2022
SELL
$122.23 - $195.51 $6.9 Million - $11 Million
-56,450 Reduced 75.3%
18,514 $2.35 Million
Q1 2022

Apr 18, 2022
SELL
$162.73 - $226.47 $4.16 Million - $5.79 Million
-25,564 Reduced 25.43%
74,964 $14.1 Million
Q4 2021

Jan 20, 2022
BUY
$219.19 - $250.48 $2.67 Million - $3.05 Million
12,161 Added 13.76%
100,528 $22.7 Million
Q3 2021

Nov 01, 2021
BUY
$235.18 - $252.25 $10.7 Million - $11.4 Million
45,305 Added 105.21%
88,367 $20.8 Million
Q2 2021

Jul 21, 2021
BUY
$210.08 - $246.6 $2.51 Million - $2.94 Million
11,935 Added 38.34%
43,062 $10.5 Million
Q1 2021

Apr 27, 2021
SELL
$206.49 - $243.18 $11.8 Million - $14 Million
-57,387 Reduced 64.83%
31,127 $6.79 Million
Q4 2020

Feb 01, 2021
BUY
$186.35 - $219.82 $186,163 - $219,600
999 Added 1.14%
88,514 $18.8 Million
Q3 2020

Nov 06, 2020
SELL
$174.48 - $206.48 $227,172 - $268,836
-1,302 Reduced 1.47%
87,515 $16.5 Million
Q2 2020

Aug 05, 2020
BUY
$117.99 - $172.68 $3.65 Million - $5.35 Million
30,974 Added 53.55%
88,817 $15.1 Million
Q1 2020

May 07, 2020
BUY
$107.38 - $154.58 $1.66 Million - $2.38 Million
15,421 Added 36.35%
57,843 $7.16 Million
Q4 2019

Jan 15, 2020
BUY
$129.54 - $140.43 $566,607 - $614,240
4,374 Added 11.5%
42,422 $5.9 Million
Q3 2019

Nov 05, 2019
SELL
$133.68 - $151.35 $33,152 - $37,534
-248 Reduced 0.65%
38,048 $5.12 Million
Q2 2019

Jul 22, 2019
BUY
$132.96 - $149.21 $4.44 Million - $4.98 Million
33,393 Added 681.07%
38,296 $5.51 Million
Q1 2019

May 14, 2019
SELL
$114.08 - $142.11 $121,951 - $151,915
-1,069 Reduced 17.9%
4,903 $681,000
Q4 2018

Feb 15, 2019
SELL
$107.21 - $140.59 $33,342 - $43,723
-311 Reduced 4.95%
5,972 $697,000
Q3 2018

Nov 14, 2018
BUY
$135.4 - $147.65 $186,175 - $203,018
1,375 Added 28.02%
6,283 $889,000
Q2 2018

Aug 15, 2018
BUY
$117.23 - $144.91 $31,652 - $39,125
270 Added 5.82%
4,908 $676,000
Q1 2018

May 14, 2018
BUY
$111.07 - $131.25 $180,155 - $212,887
1,622 Added 53.78%
4,638 $559,000
Q4 2017

Feb 06, 2018
SELL
$102.74 - $112.17 $920,653 - $1.01 Million
-8,961 Reduced 74.82%
3,016 $331,000
Q3 2017

Nov 08, 2017
BUY
$99.66 - $102.36 $124,276 - $127,642
1,247 Added 11.62%
11,977 $1.23 Million
Q2 2017

Aug 14, 2017
BUY
N/A
10,730
10,730 $1.02 Million

Others Institutions Holding FDN

# of Institutions
617
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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