High Net Worth Advisory Group LLC First Tr Fd Dow Jones Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

A detailed history of High Net Worth Advisory Group LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 1,380 shares of FDN stock, worth $385,723. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,380
Previous 1,380 -0.0%
Holding current value
$385,723
Previous $371,000 4.04%
% of portfolio
0.1%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$221.38 - $266.86 $15,496 - $18,680
-70 Reduced 4.83%
1,380 $308,000
Q4 2024

Jan 21, 2025
SELL
$210.5 - $257.24 $26,312 - $32,155
-125 Reduced 7.94%
1,450 $352,000
Q2 2023

Jul 07, 2023
SELL
$137.79 - $164.55 $9,645 - $11,518
-70 Reduced 4.26%
1,575 $256,000
Q1 2023

Apr 20, 2023
BUY
$121.41 - $153.27 $3,642 - $4,598
30 Added 1.86%
1,645 $243,000
Q4 2022

Feb 14, 2023
SELL
$116.11 - $135.9 $38,316 - $44,847
-330 Reduced 16.97%
1,615 $198,000
Q3 2022

Oct 24, 2022
SELL
$125.09 - $155.93 $15,386 - $19,179
-123 Reduced 5.95%
1,945 $245,000
Q2 2022

Aug 10, 2022
SELL
$122.23 - $195.51 $114,162 - $182,606
-934 Reduced 31.11%
2,068 $263,000
Q1 2022

May 13, 2022
SELL
$162.73 - $226.47 $16,761 - $23,326
-103 Reduced 3.32%
3,002 $565,000
Q4 2021

Apr 27, 2022
BUY
$219.19 - $250.48 $680,584 - $777,740
3,105 New
3,105 $656,000

Others Institutions Holding FDN

# of Institutions
656
Shares Held
16.4M
Call Options Held
50.3K
Put Options Held
47.1K
View Full List

About FIRST TR FD DOW JONES

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory Group 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 High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email