Joseph P. Lucia & Associates, LLC First Tr Fd Dow Jones Transaction History

Joseph P. Lucia & Associates, LLC

  • $202 Million
  • Q2 2025

A detailed history of Joseph P. Lucia & Associates, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 805 shares of FDN stock, worth $218,179. This represents 0.11% of its overall portfolio holdings.

Number of Shares
805
Holding current value
$218,179
% of portfolio
0.11%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$200.29 - $269.33 $161,233 - $216,810
805 New
805 $216,000
Q2 2022

Jul 26, 2022
SELL
$122.23 - $195.51 $2,444 - $3,910
-20 Reduced 1.67%
1,177 $150,000
Q1 2022

Apr 19, 2022
SELL
$162.73 - $226.47 $488 - $679
-3 Reduced 0.25%
1,197 $225,000
Q4 2021

Feb 04, 2022
SELL
$219.19 - $250.48 $2,630 - $3,005
-12 Reduced 0.99%
1,200 $271,000
Q3 2021

Oct 13, 2021
SELL
$235.18 - $252.25 $1,411 - $1,513
-6 Reduced 0.49%
1,212 $286,000
Q2 2021

Jul 27, 2021
SELL
$210.08 - $246.6 $341,380 - $400,725
-1,625 Reduced 57.16%
1,218 $298,000
Q1 2021

Apr 23, 2021
SELL
$206.49 - $243.18 $680,384 - $801,278
-3,295 Reduced 53.68%
2,843 $620,000
Q4 2020

Jan 29, 2021
BUY
$186.35 - $219.82 $899,325 - $1.06 Million
4,826 Added 367.84%
6,138 $1.3 Million
Q3 2020

Oct 20, 2020
SELL
$174.48 - $206.48 $4,362 - $5,162
-25 Reduced 1.87%
1,312 $247,000
Q2 2020

Jul 10, 2020
SELL
$117.99 - $172.68 $21,238 - $31,082
-180 Reduced 11.87%
1,337 $228,000
Q1 2020

Apr 22, 2020
SELL
$107.38 - $154.58 $360,259 - $518,615
-3,355 Reduced 68.86%
1,517 $188,000
Q4 2019

Jan 23, 2020
BUY
$129.54 - $140.43 $18,135 - $19,660
140 Added 2.96%
4,872 $678,000
Q3 2019

Oct 15, 2019
BUY
$133.68 - $151.35 $14,704 - $16,648
110 Added 2.38%
4,732 $637,000
Q2 2019

Jul 23, 2019
SELL
$132.96 - $149.21 $20.7 Million - $23.2 Million
-155,375 Reduced 97.11%
4,622 $665,000
Q1 2019

May 02, 2019
BUY
$114.08 - $142.11 $18.3 Million - $22.7 Million
159,997 New
159,997 $1.12 Million

Others Institutions Holding FDN

# of Institutions
657
Shares Held
16.7M
Call Options Held
111K
Put Options Held
84.5K
View Full List

About FIRST TR FD DOW JONES

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