Arkadios Wealth Advisors First Tr Fd Dow Jones Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

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 8,612 shares of FDN stock, worth $2.29 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,612

Previous 8,243 4.48%

Holding current value

$2.29 Million

Previous $2 Million 4.54%

% of portfolio

0.08%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$221.38 - $266.86 $81,689 - $98,471	369 Added 4.48%	8,612 $1.91 Million
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

620

Shares Held

16.8M

Call Options Held

111K

Put Options Held

84.5K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors First Tr Fd Dow Jones Transaction History