Epg Wealth Management LLC First Tr Fd Dow Jones Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Epg Wealth Management LLC holds 300 shares of FDN stock, worth $67,011. This represents 0.02% of its overall portfolio holdings.

Number of Shares
300
Previous 300 -0.0%
Holding current value
$67,011
Previous $63.5 Million 14.79%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$183.68 - $212.48 $55,104 - $63,744
300 New
300 $63.5 Million
Q2 2024

Aug 13, 2024
SELL
$192.91 - $207.84 $163,973 - $176,664
-850 Closed
0 $0
Q2 2023

Aug 15, 2023
SELL
$137.79 - $164.55 $20,668 - $24,682
-150 Reduced 15.0%
850 $138,000
Q3 2022

Nov 15, 2022
BUY
$125.09 - $155.93 $125,090 - $155,930
1,000 New
1,000 $126,000
Q2 2022

Aug 15, 2022
SELL
$122.23 - $195.51 $293,352 - $469,224
-2,400 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$162.73 - $226.47 $218,058 - $303,469
-1,340 Reduced 35.83%
2,400 $451,000
Q4 2021

Feb 14, 2022
SELL
$219.19 - $250.48 $35,289 - $40,327
-161 Reduced 4.13%
3,740 $846,000
Q3 2021

Nov 15, 2021
BUY
$235.18 - $252.25 $106,066 - $113,764
451 Added 13.07%
3,901 $920,000
Q2 2021

Aug 09, 2021
BUY
$210.08 - $246.6 $147,056 - $172,620
700 Added 25.45%
3,450 $845,000
Q1 2021

May 10, 2021
BUY
$206.49 - $243.18 $30,973 - $36,477
150 Added 5.77%
2,750 $600,000
Q4 2020

Jan 29, 2021
SELL
$186.35 - $219.82 $93,175 - $109,910
-500 Reduced 16.13%
2,600 $552,000
Q3 2020

Nov 02, 2020
SELL
$174.48 - $206.48 $6,979 - $8,259
-40 Reduced 1.27%
3,100 $584,000
Q2 2020

Aug 06, 2020
BUY
$117.99 - $172.68 $284,473 - $416,331
2,411 Added 330.73%
3,140 $535,000
Q1 2020

May 05, 2020
BUY
$107.38 - $154.58 $75,166 - $108,206
700 Added 2413.79%
729 $90,000
Q4 2019

Feb 14, 2020
BUY
$129.54 - $140.43 $3,756 - $4,072
29 New
29 $4,000

Others Institutions Holding FDN

# of Institutions
620
Shares Held
17.2M
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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