Financial Services Advisory Inc First Tr Fd Dow Jones Transaction History

Financial Services Advisory Inc

$204 Million
Q2 2025

A detailed history of Financial Services Advisory Inc transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Financial Services Advisory Inc holds 3,066 shares of FDN stock, worth $833,338. This represents 0.4% of its overall portfolio holdings.

Number of Shares

3,066

Previous 3,627 15.47%

Holding current value

$833,338

Previous $805,000 2.48%

% of portfolio

0.4%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$200.29 - $269.33 $112,362 - $151,094	-561 Reduced 15.47%	3,066 $825,000
Q1 2025 May 12, 2025	SELL	$221.38 - $266.86 $25,901 - $31,222	-117 Reduced 3.13%	3,627 $805,000
Q4 2024 Feb 06, 2025	BUY	$210.5 - $257.24 $788,112 - $963,106	3,744 New	3,744 $910,000
Q4 2023 Feb 09, 2024	BUY	$147.79 - $188.39 $707,470 - $901,822	4,787 New	4,787 $893,000
Q2 2023 Jul 24, 2023	BUY	$137.79 - $164.55 $18,188 - $21,720	132 Added 2.39%	5,654 $921,000
Q1 2023 Apr 18, 2023	BUY	$121.41 - $153.27 $670,426 - $846,356	5,522 New	5,522 $816,000
Q3 2018 Oct 10, 2018	SELL	$135.4 - $147.65 $7.62 Million - $8.31 Million	-56,295 Closed	0 $0
Q2 2018 Jul 06, 2018	SELL	$117.23 - $144.91 $852,965 - $1.05 Million	-7,276 Reduced 11.45%	56,295 $7.75 Million
Q1 2018 May 14, 2018	BUY	$111.07 - $131.25 $3.2 Million - $3.78 Million	28,830 Added 82.99%	63,571 $7.66 Million
Q4 2017 Feb 14, 2018	BUY	$102.74 - $112.17 $3.57 Million - $3.9 Million	34,741	34,741 $3.82 Million

Others Institutions Holding FDN

# of Institutions

656

Shares Held

16.6M

Call Options Held

75.5K

Put Options Held

61.1K

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About FIRST TR FD DOW JONES

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Financial Services Advisory Inc First Tr Fd Dow Jones Transaction History