Holistic Financial Partners First Tr Fd Dow Jones Transaction History

Holistic Financial Partners

  • $197 Million
  • Q4 2024

A detailed history of Holistic Financial Partners transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Holistic Financial Partners holds 3,372 shares of FDN stock, worth $753,203. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,372
Holding current value
$753,203
% of portfolio
0.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$210.5 - $257.24 $709,806 - $867,413
3,372 New
3,372 $819,000
Q2 2022

Aug 02, 2022
SELL
$122.23 - $195.51 $3.26 Million - $5.21 Million
-26,662 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$162.73 - $226.47 $1.91 Million - $2.65 Million
-11,717 Reduced 30.53%
26,662 $5.01 Million
Q4 2021

Feb 11, 2022
BUY
$219.19 - $250.48 $110,033 - $125,740
502 Added 1.33%
38,379 $8.68 Million
Q3 2021

Nov 12, 2021
BUY
$235.18 - $252.25 $377,228 - $404,609
1,604 Added 4.42%
37,877 $8.94 Million
Q2 2021

Aug 13, 2021
BUY
$210.08 - $246.6 $126,888 - $148,946
604 Added 1.69%
36,273 $8.88 Million
Q1 2021

May 11, 2021
BUY
$206.49 - $243.18 $16,932 - $19,940
82 Added 0.23%
35,669 $7.78 Million
Q4 2020

Feb 10, 2021
BUY
$186.35 - $219.82 $6.63 Million - $7.82 Million
35,587 New
35,587 $7.55 Million
Q3 2020

Nov 13, 2020
SELL
$174.48 - $206.48 $6.01 Million - $7.11 Million
-34,418 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$117.99 - $172.68 $4.06 Million - $5.94 Million
34,418 New
34,418 $5.87 Million

Others Institutions Holding FDN

# of Institutions
622
Shares Held
17.3M
Call Options Held
77.6K
Put Options Held
83.1K
View Full List

About FIRST TR FD DOW JONES

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
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