Arkadios Wealth Advisors First Tr Fd Dow Jones Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Arkadios Wealth Advisors holds 8,243 shares of FDN stock, worth $2.17 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

8,243

Previous 8,381 1.65%

Holding current value

$2.17 Million

Previous $1.78 Million 12.9%

% of portfolio

0.12%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$210.5 - $257.24 $29,049 - $35,499	-138 Reduced 1.65%	8,243 $2 Million
Q3 2024 Oct 24, 2024	SELL	$183.68 - $212.48 $689,718 - $797,862	-3,755 Reduced 30.94%	8,381 $1.78 Million
Q2 2024 Jul 29, 2024	SELL	$192.91 - $207.84 $70,605 - $76,069	-366 Reduced 2.93%	12,136 $2.49 Million
Q1 2024 Apr 30, 2024	SELL	$179.04 - $206.29 $45,297 - $52,191	-253 Reduced 1.98%	12,502 $2.56 Million
Q4 2023 Jan 24, 2024	SELL	$147.79 - $188.39 $122,222 - $155,798	-827 Reduced 6.09%	12,755 $2.38 Million
Q3 2023 Oct 13, 2023	SELL	$156.69 - $174.63 $363,207 - $404,792	-2,318 Reduced 14.58%	13,582 $2.17 Million
Q2 2023 Jul 26, 2023	SELL	$137.79 - $164.55 $216,468 - $258,508	-1,571 Reduced 8.99%	15,900 $2.59 Million
Q1 2023 May 02, 2023	SELL	$121.41 - $153.27 $80,009 - $101,004	-659 Reduced 3.63%	17,471 $2.58 Million
Q4 2022 Jan 11, 2023	BUY	$116.11 - $135.9 $545,484 - $638,458	4,698 Added 34.98%	18,130 $0
Q3 2022 Oct 21, 2022	SELL	$125.09 - $155.93 $60,168 - $75,002	-481 Reduced 3.46%	13,432 $1.7 Million
Q2 2022 Jul 14, 2022	SELL	$122.23 - $195.51 $33,491 - $53,569	-274 Reduced 1.93%	13,913 $1.77 Million
Q1 2022 May 02, 2022	SELL	$162.73 - $226.47 $332,131 - $462,225	-2,041 Reduced 12.58%	14,187 $2.67 Million
Q4 2021 Feb 03, 2022	BUY	$219.19 - $250.48 $424,351 - $484,929	1,936 Added 13.55%	16,228 $3.67 Million
Q3 2021 Oct 19, 2021	SELL	$235.18 - $252.25 $763,159 - $818,551	-3,245 Reduced 18.5%	14,292 $3.37 Million
Q2 2021 Jul 28, 2021	BUY	$210.08 - $246.6 $161,551 - $189,635	769 Added 4.59%	17,537 $4.29 Million
Q1 2021 Apr 26, 2021	BUY	$206.49 - $243.18 $309,528 - $364,526	1,499 Added 9.82%	16,768 $3.66 Million
Q4 2020 Feb 09, 2021	BUY	$186.35 - $219.82 $553,459 - $652,865	2,970 Added 24.15%	15,269 $3.24 Million
Q2 2020 Aug 10, 2020	BUY	$117.99 - $172.68 $1.45 Million - $2.12 Million	12,299 New	12,299 $2.19 Billion

Others Institutions Holding FDN

# of Institutions

565

Shares Held

15.6M

Call Options Held

91.2K

Put Options Held

79.6K

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About FIRST TR FD DOW JONES

Ticker FDN
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Arkadios Wealth Advisors First Tr Fd Dow Jones Transaction History