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

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,808 shares of FDN stock, worth $459,684. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,808

Previous 1,471 22.91%

Holding current value

$459,684

Previous $357,000 12.32%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$221.38 - $266.86 $74,605 - $89,931	337 Added 22.91%	1,808 $401,000
Q4 2024 Feb 03, 2025	BUY	$210.5 - $257.24 $3,999 - $4,887	19 Added 1.31%	1,471 $357,000
Q3 2024 Nov 14, 2024	BUY	$183.68 - $212.48 $21,857 - $25,285	119 Added 8.93%	1,452 $307,000
Q2 2024 Aug 09, 2024	SELL	$192.91 - $207.84 $10,802 - $11,639	-56 Reduced 4.03%	1,333 $273,000
Q1 2024 Apr 19, 2024	BUY	$179.04 - $206.29 $10,026 - $11,552	56 Added 4.2%	1,389 $284,000
Q2 2023 Aug 08, 2023	BUY	$137.79 - $164.55 $183,674 - $219,345	1,333 New	1,333 $217,000
Q2 2022 Jul 22, 2022	SELL	$122.23 - $195.51 $162,932 - $260,614	-1,333 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$162.73 - $226.47 $21,643 - $30,120	133 Added 11.08%	1,333 $250,000
Q2 2020 Jul 15, 2020	BUY	$117.99 - $172.68 $141,588 - $207,216	1,200 New	1,200 $205,000

Others Institutions Holding FDN

# of Institutions

617

Shares Held

16.8M

Call Options Held

111K

Put Options Held

84.5K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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