Bdo Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,005 shares of FDN stock, worth $262,154. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,005

Previous 1,005 -0.0%

Holding current value

$262,154

Previous $148,000 10.14%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	SELL	$116.11 - $135.9 $6,966 - $8,154	-60 Reduced 5.63%	1,005 $0
Q3 2022 Nov 02, 2022	BUY	$125.09 - $155.93 $7,505 - $9,355	60 Added 5.97%	1,065 $134,000
Q2 2021 Sep 03, 2021	SELL	$210.08 - $246.6 $6,512 - $7,644	-31 Reduced 2.99%	1,005 $246,000
Q1 2021 May 14, 2021	SELL	$206.49 - $243.18 $167,669 - $197,462	-812 Reduced 43.94%	1,036 $226,000
Q4 2020 Feb 12, 2021	SELL	$186.35 - $219.82 $55,905 - $65,946	-300 Reduced 13.97%	1,848 $392,000
Q3 2020 Nov 12, 2020	BUY	$174.48 - $206.48 $1,744 - $2,064	10 Added 0.47%	2,148 $405,000
Q2 2020 Aug 14, 2020	SELL	$117.99 - $172.68 $24,777 - $36,262	-210 Reduced 8.94%	2,138 $365,000
Q3 2019 Nov 12, 2019	SELL	$133.68 - $151.35 $8,555 - $9,686	-64 Reduced 2.65%	2,348 $316,000
Q2 2019 Aug 09, 2019	BUY	$132.96 - $149.21 $293,974 - $329,903	2,211 Added 1100.0%	2,412 $347,000
Q4 2018 Feb 14, 2019	SELL	$107.21 - $140.59 $7,504 - $9,841	-70 Reduced 25.83%	201 $23,000
Q3 2018 Nov 07, 2018	SELL	$135.4 - $147.65 $1,489 - $1,624	-11 Reduced 3.9%	271 $38,000
Q2 2018 Aug 27, 2018	SELL	$117.23 - $144.91 $2,930 - $3,622	-25 Reduced 8.14%	282 $39,000
Q1 2018 May 23, 2018	BUY	$111.07 - $131.25 $8,885 - $10,500	80 Added 35.24%	307 $37,000
Q4 2017 Feb 14, 2018	BUY	$102.74 - $112.17 $3,287 - $3,589	32 Added 16.41%	227 $25,000
Q3 2017 Nov 08, 2017	BUY	$99.66 - $102.36 $19,433 - $19,960	195	195 $20,000

Others Institutions Holding FDN

# of Institutions

562

Shares Held

15.7M

Call Options Held

91.2K

Put Options Held

79.6K

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 Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Account

Bdo Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History