Kingsview Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 10,413 shares of FDN stock, worth $2.62 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,413

Previous 8,933 16.57%

Holding current value

$2.62 Million

Previous $1.89 Million 33.83%

% of portfolio

0.05%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$210.5 - $257.24 $311,540 - $380,715	1,480 Added 16.57%	10,413 $2.53 Million
Q3 2024 Nov 12, 2024	BUY	$183.68 - $212.48 $538,366 - $622,778	2,931 Added 48.83%	8,933 $1.89 Million
Q2 2024 Aug 14, 2024	SELL	$192.91 - $207.84 $2.43 Million - $2.61 Million	-12,572 Reduced 67.69%	6,002 $1.23 Million
Q1 2024 May 09, 2024	BUY	$179.04 - $206.29 $2.24 Million - $2.58 Million	12,485 Added 205.04%	18,574 $3.81 Million
Q4 2023 Feb 08, 2024	SELL	$147.79 - $188.39 $1.19 Million - $1.52 Million	-8,085 Reduced 57.04%	6,089 $1.14 Million
Q3 2023 Nov 07, 2023	BUY	$156.69 - $174.63 $1.35 Million - $1.5 Million	8,600 Added 154.29%	14,174 $2.26 Million
Q2 2023 Aug 10, 2023	BUY	$137.79 - $164.55 $69,997 - $83,591	508 Added 10.03%	5,574 $908,000
Q1 2023 May 15, 2023	SELL	$121.41 - $153.27 $7,891 - $9,962	-65 Reduced 1.27%	5,066 $749,000
Q4 2022 Feb 13, 2023	SELL	$116.11 - $135.9 $570,216 - $667,404	-4,911 Reduced 48.9%	5,131 $631,000
Q3 2022 Nov 14, 2022	SELL	$125.09 - $155.93 $3,752 - $4,677	-30 Reduced 0.3%	10,042 $1.27 Million
Q2 2022 Aug 16, 2022	SELL	$122.23 - $195.51 $192,267 - $307,537	-1,573 Reduced 13.51%	10,072 $1.28 Million
Q1 2022 Feb 08, 2024	BUY	$162.73 - $226.47 $892,085 - $1.24 Million	5,482 Added 90.03%	11,571 $2.17 Million
Q4 2021 Feb 17, 2022	SELL	$219.19 - $250.48 $116,609 - $133,255	-532 Reduced 4.37%	11,645 $2.63 Million
Q3 2021 Dec 03, 2021	BUY	$235.18 - $252.25 $152,867 - $163,962	650 Added 5.64%	12,177 $2.87 Million
Q2 2021 Aug 17, 2021	SELL	$210.08 - $246.6 $58,402 - $68,554	-278 Reduced 2.35%	11,527 $2.83 Million
Q1 2021 May 24, 2021	SELL	$206.49 - $243.18 $36,755 - $43,286	-178 Reduced 1.49%	11,805 $2.64 Million
Q4 2020 Feb 16, 2021	SELL	$186.35 - $219.82 $174,982 - $206,410	-939 Reduced 7.27%	11,983 $2.54 Million
Q3 2020 Nov 19, 2020	SELL	$174.48 - $206.48 $704,375 - $833,559	-4,037 Reduced 23.8%	12,922 $2.43 Million
Q2 2020 Aug 14, 2020	BUY	$117.99 - $172.68 $73,743 - $107,925	625 Added 3.83%	16,959 $2.89 Million
Q1 2020 May 11, 2020	SELL	$107.38 - $154.58 $68,615 - $98,776	-639 Reduced 3.76%	16,334 $2.02 Million
Q4 2019 Jan 31, 2020	BUY	$129.54 - $140.43 $2.2 Million - $2.38 Million	16,973 New	16,973 $2.36 Million
Q4 2019 Jan 30, 2020	SELL	$129.54 - $140.43 $2.24 Million - $2.43 Million	-17,320 Closed	0 $0
Q3 2019 Jan 29, 2020	BUY	$133.68 - $151.35 $32,216 - $36,475	241 Added 1.41%	17,320 $2.33 Million
Q2 2019 Jan 29, 2020	SELL	$132.96 - $149.21 $1.34 Million - $1.5 Million	-10,055 Reduced 37.06%	17,079 $2.46 Million
Q1 2019 Jan 29, 2020	BUY	$114.08 - $142.11 $295,239 - $367,780	2,588 Added 10.54%	27,134 $3.77 Million
Q4 2018 Jan 29, 2020	SELL	$107.21 - $140.59 $210,560 - $276,118	-1,964 Reduced 7.41%	24,546 $2.86 Million
Q3 2018 Jan 29, 2020	BUY	$135.4 - $147.65 $538,756 - $587,499	3,979 Added 17.66%	26,510 $3.75 Million
Q2 2018 Jan 29, 2020	BUY	$117.23 - $144.91 $1.96 Million - $2.42 Million	16,718 Added 287.6%	22,531 $3.1 Million
Q1 2018 Jan 29, 2020	BUY	$111.07 - $131.25 $645,649 - $762,956	5,813 New	5,813 $700,000

Others Institutions Holding FDN

# of Institutions

619

Shares Held

17M

Call Options Held

77.6K

Put Options Held

83.1K

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About FIRST TR FD DOW JONES

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Kingsview Wealth Management, LLC First Tr Fd Dow Jones Transaction History