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 $71,532. This represents 0.02% of its overall portfolio holdings.

Number of Shares
300
Previous 0 Infinity%
Holding current value
$71,532
Previous $0 Infinity%
% of portfolio
0.02%
Previous 100.0%

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

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Epg Wealth Management LLC with notifications on news.