Lineweaver Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History

Lineweaver Wealth Advisors, LLC

$505 Million
Q4 2024

A detailed history of Lineweaver Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 2,529 shares of FDN stock, worth $636,701. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,529

Previous 2,529 -0.0%

Holding current value

$636,701

Previous $535,000 14.77%

% of portfolio

0.12%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$192.91 - $207.84 $487,869 - $525,627	2,529 New	2,529 $518,000
Q4 2023 Jan 19, 2024	SELL	$147.79 - $188.39 $84,831 - $108,135	-574 Reduced 18.8%	2,479 $462,000
Q3 2023 Oct 19, 2023	SELL	$156.69 - $174.63 $10,028 - $11,176	-64 Reduced 2.05%	3,053 $487,000
Q4 2022 Jan 26, 2023	SELL	$116.11 - $135.9 $55,732 - $65,232	-480 Reduced 13.34%	3,117 $0
Q2 2022 Jul 26, 2022	SELL	$122.23 - $195.51 $30,435 - $48,681	-249 Reduced 6.47%	3,597 $456,000
Q1 2022 May 09, 2022	SELL	$162.73 - $226.47 $79,249 - $110,290	-487 Reduced 11.24%	3,846 $722,000
Q4 2021 Jan 31, 2022	BUY	$219.19 - $250.48 $1,315 - $1,502	6 Added 0.14%	4,333 $979,000
Q3 2021 Oct 22, 2021	BUY	$235.18 - $252.25 $6,114 - $6,558	26 Added 0.6%	4,327 $1.02 Million
Q4 2020 Feb 11, 2021	SELL	$186.35 - $219.82 $3,354 - $3,956	-18 Reduced 0.42%	4,301 $912,000
Q3 2020 Oct 20, 2020	BUY	$174.48 - $206.48 $12,388 - $14,660	71 Added 1.67%	4,319 $813,000
Q2 2020 Aug 10, 2020	BUY	$117.99 - $172.68 $3,421 - $5,007	29 Added 0.69%	4,248 $724,000
Q1 2020 May 05, 2020	BUY	$107.38 - $154.58 $51,649 - $74,352	481 Added 12.87%	4,219 $522,000
Q4 2019 Jan 16, 2020	BUY	$129.54 - $140.43 $484,220 - $524,927	3,738 New	3,738 $520,000

Others Institutions Holding FDN

# of Institutions

619

Shares Held

17M

Call Options Held

77.6K

Put Options Held

83.1K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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Lineweaver Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History