Balboa Wealth Partners First Tr Fd Dow Jones Transaction History

Balboa Wealth Partners

  • $476 Million
  • Q2 2025

A detailed history of Balboa Wealth Partners transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Balboa Wealth Partners holds 1,050 shares of FDN stock, worth $297,517. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,050
Previous 1,065 1.41%
Holding current value
$297,517
Previous $236,000 19.49%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jul 29, 2025
SELL
$200.29 - $269.33 $3,004 - $4,039
-15 Reduced 1.41%
1,050 $282,000
Q4 2024

Feb 10, 2025
SELL
$210.5 - $257.24 $14,945 - $18,264
-71 Reduced 6.25%
1,065 $258,000
Q3 2024

Nov 06, 2024
SELL
$183.68 - $212.48 $1,469 - $1,699
-8 Reduced 0.7%
1,136 $240,000
Q2 2024

Aug 13, 2024
BUY
$192.91 - $207.84 $220,689 - $237,768
1,144 New
1,144 $234,000

Others Institutions Holding FDN

# of Institutions
653
Shares Held
16.4M
Call Options Held
50.3K
Put Options Held
47.1K
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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