Buckingham Strategic Wealth, LLC First Tr Fd Dow Jones Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$147.79 - $188.39 $171,436 - $218,532	1,160 New	1,160 $216,000
Q3 2021 Nov 10, 2021	SELL	$235.18 - $252.25 $202,725 - $217,439	-862 Closed	0 $0
Q2 2021 Aug 06, 2021	SELL	$210.08 - $246.6 $120,585 - $141,548	-574 Reduced 39.97%	862 $211,000
Q4 2020 Feb 16, 2021	SELL	$186.35 - $219.82 $5,404 - $6,374	-29 Reduced 1.98%	1,436 $305,000
Q3 2020 Nov 12, 2020	BUY	$174.48 - $206.48 $255,613 - $302,493	1,465 New	1,465 $276,000
Q2 2020 Aug 03, 2020	SELL	$117.99 - $172.68 $246,009 - $360,037	-2,085 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$107.38 - $154.58 $55,085 - $79,299	513 Added 32.63%	2,085 $258,000
Q4 2019 Feb 04, 2020	SELL	$129.54 - $140.43 $10,233 - $11,093	-79 Reduced 4.78%	1,572 $219,000
Q3 2019 Nov 12, 2019	BUY	$133.68 - $151.35 $220,705 - $249,878	1,651 New	1,651 $222,000
Q2 2019 Aug 05, 2019	SELL	$132.96 - $149.21 $218,719 - $245,450	-1,645 Closed	0 $0
Q1 2019 May 02, 2019	BUY	$114.08 - $142.11 $187,661 - $233,770	1,645 New	1,645 $228,000
Q4 2018 Feb 11, 2019	SELL	$107.21 - $140.59 $173,894 - $228,036	-1,622 Closed	0 $0
Q3 2018 Nov 02, 2018	SELL	$135.4 - $147.65 $10,832 - $11,812	-80 Reduced 4.7%	1,622 $230,000
Q2 2018 Aug 13, 2018	BUY	$117.23 - $144.91 $199,525 - $246,636	1,702 New	1,702 $234,000

Others Institutions Holding FDN

# of Institutions

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$907 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$323 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$243 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$212 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$180 Million
0.04% of portfolio

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.