Blue Chip Wealth Advisors LLC First Tr Fd Dow Jones Transaction History

Blue Chip Wealth Advisors LLC

  • $234 Billion
  • Q3 2025

A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 1,064 shares of FDN stock, worth $286,567. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,064
Previous 1,529 30.41%
Holding current value
$286,567
Previous $412 Million 27.7%
% of portfolio
0.13%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$264.06 - $287.34 $122,787 - $133,613
-465 Reduced 30.41%
1,064 $298 Million
Q1 2025

May 06, 2025
SELL
$221.38 - $266.86 $38,962 - $46,967
-176 Reduced 10.32%
1,529 $340 Million
Q4 2024

Feb 12, 2025
BUY
$210.5 - $257.24 $58,729 - $71,769
279 Added 19.57%
1,705 $415 Million
Q2 2024

Aug 12, 2024
SELL
$192.91 - $207.84 $13,503 - $14,548
-70 Reduced 4.68%
1,426 $292 Million
Q1 2024

Apr 30, 2024
BUY
$179.04 - $206.29 $25,244 - $29,086
141 Added 10.41%
1,496 $307 Million
Q4 2023

Mar 15, 2024
BUY
$147.79 - $188.39 $200,255 - $255,268
1,355 New
1,355 $253 Million

Others Institutions Holding FDN

# of Institutions
646
Shares Held
17M
Call Options Held
42K
Put Options Held
21.2K
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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