A detailed history of Annex Advisory Services, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Annex Advisory Services, LLC holds 1,371 shares of FDN stock, worth $345,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,371
Previous 1,066 28.61%
Holding current value
$345,738
Previous $218,000 33.03%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$183.68 - $212.48 $56,022 - $64,806
305 Added 28.61%
1,371 $290,000
Q2 2024

Jul 12, 2024

BUY
$192.91 - $207.84 $5,787 - $6,235
30 Added 2.9%
1,066 $218,000
Q1 2024

Apr 12, 2024

SELL
$179.04 - $206.29 $71,616 - $82,516
-400 Reduced 27.86%
1,036 $212,000
Q4 2023

Feb 13, 2024

BUY
$147.79 - $188.39 $212,226 - $270,528
1,436 New
1,436 $267,000
Q1 2022

Apr 13, 2022

SELL
$162.73 - $226.47 $151,989 - $211,522
-934 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$219.19 - $250.48 $204,723 - $233,948
934 New
934 $211,000

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


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