Crown Wealth Group, LLC First Tr Fd Dow Jones Transaction History

Crown Wealth Group, LLC

$187 Million
Q1 2024

A detailed history of Crown Wealth Group, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Crown Wealth Group, LLC holds 1,769 shares of FDN stock, worth $351,217. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,769

Previous 1,769 -0.0%

Holding current value

$351,217

Previous $330,000 9.7%

% of portfolio

0.19%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$147.79 - $188.39 $5,172 - $6,593	35 Added 2.02%	1,769 $330,000
Q3 2023 Oct 25, 2023	SELL	$156.69 - $174.63 $17,235 - $19,209	-110 Reduced 5.97%	1,734 $276,000
Q2 2023 Jul 25, 2023	SELL	$137.79 - $164.55 $150,328 - $179,524	-1,091 Reduced 37.17%	1,844 $300,000
Q4 2022 Feb 09, 2023	SELL	$116.11 - $134.52 $302,466 - $350,424	-2,605 Reduced 47.02%	2,935 $361,000
Q3 2022 Oct 21, 2022	BUY	$126.42 - $155.93 $105,307 - $129,889	833 Added 17.7%	5,540 $699,000

Q2 2022 Jul 25, 2022	SELL	$122.23 - $195.51 $82,505 - $131,969	-675 Reduced 12.54%	4,707 $598,000
Q1 2022 Jul 13, 2022	BUY	$162.73 - $226.47 $592,174 - $824,124	3,639 Added 208.78%	5,382 $1.01 Million
Q4 2021 Jul 13, 2022	BUY	$219.19 - $250.48 $382,048 - $436,586	1,743 New	1,743 $394,000

Others Institutions Holding FDN

# of Institutions

542

Shares Held

18.6M

Call Options Held

82.1K

Put Options Held

9.1K

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About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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Crown Wealth Group, LLC First Tr Fd Dow Jones Transaction History