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

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,822 shares of FDN stock, worth $2.69 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,822
Previous 10,308 14.69%
Holding current value
$2.69 Million
Previous $2.18 Million 31.65%
% of portfolio
0.02%
Previous 0.02%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$210.5 - $257.24 $318,697 - $389,461
1,514 Added 14.69%
11,822 $2.87 Million
Q3 2024

Nov 14, 2024
BUY
$183.68 - $212.48 $138,127 - $159,784
752 Added 7.87%
10,308 $2.18 Million
Q2 2024

Aug 19, 2024
SELL
$192.91 - $207.84 $89,703 - $96,645
-465 Reduced 4.64%
9,556 $1.96 Million
Q1 2024

May 14, 2024
SELL
$179.04 - $206.29 $141,799 - $163,381
-792 Reduced 7.32%
10,021 $2.06 Million
Q4 2023

Feb 28, 2024
BUY
$147.79 - $188.39 $1.6 Million - $2.04 Million
10,813 New
10,813 $2.02 Million
Q2 2023

Aug 14, 2023
BUY
$137.79 - $164.55 $4.34 Million - $5.19 Million
31,530 Added 135.0%
54,886 $8.95 Million
Q1 2023

Jun 05, 2023
BUY
$121.41 - $153.27 $1.33 Million - $1.67 Million
10,921 Added 87.82%
23,356 $3.45 Million
Q4 2022

Jun 12, 2023
SELL
$116.11 - $135.9 $1.3 Million - $1.52 Million
-11,155 Reduced 47.76%
12,201 $1.5 Million
Q3 2022

Dec 02, 2022
SELL
$125.09 - $155.93 $121,462 - $151,408
-971 Reduced 7.24%
12,435 $1.57 Million
Q2 2022

Aug 11, 2022
SELL
$122.23 - $195.51 $47,180 - $75,466
-386 Reduced 2.8%
13,406 $1.7 Million
Q1 2022

May 20, 2022
SELL
$162.73 - $226.47 $50,609 - $70,432
-311 Reduced 2.21%
13,792 $2.59 Million
Q4 2021

Feb 17, 2022
SELL
$219.19 - $250.48 $87,676 - $100,192
-400 Reduced 2.76%
14,103 $3.19 Million
Q3 2021

Nov 23, 2021
SELL
$235.18 - $252.25 $77,844 - $83,494
-331 Reduced 2.23%
14,503 $3.42 Million
Q3 2021

Nov 16, 2021
SELL
$235.18 - $252.25 $23,753 - $25,477
-101 Reduced 0.68%
14,834 $3.42 Million
Q2 2021

Aug 24, 2021
SELL
$210.08 - $246.6 $73,107 - $85,816
-348 Reduced 2.28%
14,935 $3.66 Million
Q1 2021

May 17, 2021
SELL
$206.49 - $243.18 $161,062 - $189,680
-780 Reduced 4.86%
15,283 $3.33 Million
Q4 2020

Feb 18, 2021
SELL
$186.35 - $219.82 $242,814 - $286,425
-1,303 Reduced 7.5%
16,063 $3.41 Million
Q3 2020

Nov 17, 2020
SELL
$174.48 - $206.48 $58,450 - $69,170
-335 Reduced 1.89%
17,366 $3.27 Million
Q2 2020

Aug 14, 2020
BUY
$117.99 - $172.68 $2.09 Million - $3.06 Million
17,701 New
17,701 $3.02 Million
Q1 2020

May 18, 2020
SELL
$107.38 - $154.58 $2.07 Million - $2.98 Million
-19,264 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$129.54 - $140.43 $63,604 - $68,951
-491 Reduced 2.49%
19,264 $2.68 Million
Q3 2019

Nov 18, 2019
BUY
$133.68 - $151.35 $2.64 Million - $2.99 Million
19,755 New
19,755 $2.66 Million
Q2 2019

Aug 27, 2019
SELL
$132.96 - $149.21 $2.83 Million - $3.18 Million
-21,309 Closed
0 $0
Q1 2019

May 20, 2019
SELL
$114.08 - $142.11 $112,482 - $140,120
-986 Reduced 4.42%
21,309 $2.96 Million
Q4 2018

Feb 19, 2019
SELL
$107.21 - $140.59 $116,751 - $153,102
-1,089 Reduced 4.66%
22,295 $2.6 Million
Q3 2018

Nov 15, 2018
SELL
$135.4 - $147.65 $33,443 - $36,469
-247 Reduced 1.05%
23,384 $3.31 Million
Q2 2018

Aug 14, 2018
SELL
$117.23 - $144.91 $167,521 - $207,076
-1,429 Reduced 5.7%
23,631 $3.25 Million
Q1 2018

May 15, 2018
SELL
$111.07 - $131.25 $356,534 - $421,312
-3,210 Reduced 11.35%
25,060 $3.02 Million
Q4 2017

Feb 15, 2018
SELL
$102.74 - $112.17 $604,316 - $659,783
-5,882 Reduced 17.22%
28,270 $3.11 Million
Q3 2017

Nov 15, 2017
SELL
$99.66 - $102.36 $701,606 - $720,614
-7,040 Reduced 17.09%
34,152 $3.5 Million
Q2 2017

Aug 17, 2017
BUY
N/A
41,192
41,192 $3.9 Million

Others Institutions Holding FDN

# of Institutions
625
Shares Held
17M
Call Options Held
77.6K
Put Options Held
83.1K
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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