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

Guardian Wealth Advisors, LLC

$838 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 268 shares of FDN stock, worth $64,740. This represents 0.01% of its overall portfolio holdings.

Number of Shares

268

Previous 273 1.83%

Holding current value

$64,740

Previous $55,000 1.82%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$183.68 - $212.48 $918 - $1,062	-5 Reduced 1.83%	268 $56,000
Q1 2024 May 15, 2024	SELL	$179.04 - $206.29 $28,825 - $33,212	-161 Reduced 37.1%	273 $55,000
Q4 2023 Feb 14, 2024	BUY	$147.79 - $188.39 $24,533 - $31,272	166 Added 61.94%	434 $80,000
Q3 2023 Nov 14, 2023	BUY	$156.69 - $174.63 $10,498 - $11,700	67 Added 33.33%	268 $42,000
Q2 2023 Aug 14, 2023	SELL	$137.79 - $164.55 $27,006 - $32,251	-196 Reduced 49.37%	201 $32,000
Q1 2023 May 15, 2023	SELL	$121.41 - $153.27 $2,792 - $3,525	-23 Reduced 5.48%	397 $58,000
Q4 2022 Feb 14, 2023	SELL	$116.11 - $135.9 $7,779 - $9,105	-67 Reduced 13.76%	420 $51,000
Q3 2022 Nov 14, 2022	SELL	$125.09 - $155.93 $10,757 - $13,409	-86 Reduced 15.01%	487 $61,000
Q2 2022 Aug 15, 2022	SELL	$122.23 - $195.51 $50,358 - $80,550	-412 Reduced 41.83%	573 $73,000
Q1 2022 May 16, 2022	SELL	$162.73 - $226.47 $776,059 - $1.08 Million	-4,769 Reduced 82.88%	985 $185,000
Q4 2021 May 16, 2022	BUY	$219.19 - $250.48 $1.26 Million - $1.44 Million	5,754 New	5,754 $1.3 Million

Others Institutions Holding FDN

# of Institutions

547

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 Guardian Wealth Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

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