Fsb Premier Wealth Management, Inc. First Tr Fd Dow Jones Transaction History

Fsb Premier Wealth Management, Inc.

$234 Million
Q3 2024

A detailed history of Fsb Premier Wealth Management, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 2,189 shares of FDN stock, worth $521,945. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,189

Previous 1,735 26.17%

Holding current value

$521,945

Previous $355,000 30.42%

% of portfolio

0.2%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$183.68 - $212.48 $83,390 - $96,465	454 Added 26.17%	2,189 $463,000
Q2 2024 Aug 02, 2024	SELL	$192.91 - $207.84 $113,045 - $121,794	-586 Reduced 25.25%	1,735 $355,000
Q1 2024 May 10, 2024	BUY	$179.04 - $206.29 $185,843 - $214,129	1,038 Added 80.9%	2,321 $476,000
Q4 2023 Feb 08, 2024	BUY	$147.79 - $188.39 $189,614 - $241,704	1,283 New	1,283 $239,000
Q1 2022 Apr 14, 2022	SELL	$162.73 - $226.47 $150,362 - $209,258	-924 Closed	0 $0
Q2 2021 Feb 22, 2022	BUY	$210.08 - $246.6 $194,113 - $227,858	924 New	924 $226,000
Q1 2021 Feb 22, 2022	SELL	$206.49 - $243.18 $415,251 - $489,034	-2,011 Closed	0 $0
Q4 2020 Feb 16, 2022	BUY	$186.35 - $219.82 $374,749 - $442,058	2,011 New	2,011 $426,000

Others Institutions Holding FDN

# of Institutions

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fsb Premier Wealth Management, Inc. with notifications on news.

Account

Fsb Premier Wealth Management, Inc. First Tr Fd Dow Jones Transaction History