Juncture Wealth Strategies, LLC First Tr Fd Dow Jones Transaction History

Juncture Wealth Strategies, LLC

  • $281 Million
  • Q2 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 8,820 shares of FDN stock, worth $2.34 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
8,820
Previous 9,427 6.44%
Holding current value
$2.34 Million
Previous $2.11 Million 12.83%
% of portfolio
0.85%
Previous 0.83%

Shares

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

Jul 08, 2025
SELL
$200.29 - $269.33 $121,576 - $163,483
-607 Reduced 6.44%
8,820 $2.38 Million
Q1 2025

Apr 09, 2025
SELL
$221.38 - $266.86 $11,733 - $14,143
-53 Reduced 0.56%
9,427 $2.11 Million
Q4 2024

Jan 21, 2025
BUY
$210.5 - $257.24 $73,885 - $90,291
351 Added 3.84%
9,480 $2.31 Million
Q3 2024

Oct 09, 2024
BUY
$183.68 - $212.48 $5,694 - $6,586
31 Added 0.34%
9,129 $1.93 Million
Q2 2024

Jul 11, 2024
BUY
$192.91 - $207.84 $18,712 - $20,160
97 Added 1.08%
9,098 $1.86 Million
Q1 2024

Apr 05, 2024
BUY
$179.04 - $206.29 $60,515 - $69,726
338 Added 3.9%
9,001 $1.85 Million
Q4 2023

Jan 08, 2024
BUY
$147.79 - $188.39 $56,455 - $71,964
382 Added 4.61%
8,663 $1.62 Million
Q3 2023

Oct 10, 2023
BUY
$156.69 - $174.63 $21,779 - $24,273
139 Added 1.71%
8,281 $1.32 Million
Q2 2023

Jul 11, 2023
BUY
$137.79 - $164.55 $169,206 - $202,067
1,228 Added 17.76%
8,142 $1.33 Million
Q1 2023

May 05, 2023
SELL
$121.41 - $153.27 $59,855 - $75,562
-493 Reduced 6.66%
6,914 $1.02 Million
Q4 2022

Jan 18, 2023
BUY
$116.11 - $135.9 $135,848 - $159,003
1,170 Added 18.76%
7,407 $0
Q3 2022

Oct 11, 2022
BUY
$125.09 - $155.93 $385,277 - $480,264
3,080 Added 97.56%
6,237 $787,000
Q2 2022

Jul 14, 2022
SELL
$122.23 - $195.51 $109,029 - $174,394
-892 Reduced 22.03%
3,157 $401,000
Q1 2022

Jul 14, 2022
BUY
$162.73 - $226.47 $66,231 - $92,173
407 Added 11.18%
4,049 $761,000
Q4 2021

Jan 19, 2022
SELL
$219.19 - $250.48 $178,201 - $203,640
-813 Reduced 18.25%
3,642 $824,000
Q3 2021

Oct 15, 2021
BUY
$235.18 - $252.25 $142,989 - $153,368
608 Added 15.8%
4,455 $1.05 Million
Q2 2021

Aug 13, 2021
SELL
$210.08 - $246.6 $156,089 - $183,223
-743 Reduced 16.19%
3,847 $923,000
Q1 2021

Apr 15, 2021
SELL
$206.49 - $243.18 $416,490 - $490,494
-2,017 Reduced 30.53%
4,590 $981,000
Q4 2020

Jan 25, 2021
SELL
$186.35 - $219.82 $72,490 - $85,509
-389 Reduced 5.56%
6,607 $1.4 Million
Q3 2020

Oct 15, 2020
SELL
$174.48 - $206.48 $77,294 - $91,470
-443 Reduced 5.96%
6,996 $1.32 Million
Q2 2020

Jul 28, 2020
SELL
$117.99 - $172.68 $8,377 - $12,260
-71 Reduced 0.95%
7,439 $1.27 Million
Q1 2020

Apr 21, 2020
BUY
$107.38 - $154.58 $14,174 - $20,404
132 Added 1.79%
7,510 $929,000
Q4 2019

Feb 03, 2020
BUY
$129.54 - $140.43 $17,746 - $19,238
137 Added 1.89%
7,378 $1.03 Million
Q3 2019

Oct 10, 2019
SELL
$133.68 - $151.35 $201,455 - $228,084
-1,507 Reduced 17.23%
7,241 $975,000
Q2 2019

Jul 16, 2019
SELL
$132.96 - $149.21 $271,105 - $304,239
-2,039 Reduced 18.9%
8,748 $1.26 Million
Q1 2019

Apr 09, 2019
SELL
$114.08 - $142.11 $986,107 - $1.23 Million
-8,644 Reduced 44.49%
10,787 $1.5 Million
Q4 2018

Jan 17, 2019
SELL
$107.21 - $140.59 $839,883 - $1.1 Million
-7,834 Reduced 28.73%
19,431 $2.27 Million
Q3 2018

Oct 03, 2018
SELL
$135.4 - $147.65 $15,977 - $17,422
-118 Reduced 0.43%
27,265 $3.86 Million
Q2 2018

Jul 13, 2018
SELL
$117.23 - $144.91 $117,464 - $145,199
-1,002 Reduced 3.53%
27,383 $3.77 Million
Q1 2018

Apr 25, 2018
SELL
$111.07 - $131.25 $24,213 - $28,612
-218 Reduced 0.76%
28,385 $3.42 Million
Q4 2017

Jan 22, 2018
SELL
$102.74 - $112.17 $243,391 - $265,730
-2,369 Reduced 7.65%
28,603 $3.14 Million
Q3 2017

Oct 18, 2017
BUY
$99.66 - $102.36 $3.09 Million - $3.17 Million
30,972
30,972 $3.17 Million

Others Institutions Holding FDN

# of Institutions
620
Shares Held
16.8M
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
  • Industry ETFs
More about FDN
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