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

Lineweaver Wealth Advisors, LLC

$587 Million
Q3 2025

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 2,717 shares of FDN stock, worth $731,769. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,717

Previous 2,717 -0.0%

Holding current value

$731,769

Previous $731,000 3.97%

% of portfolio

0.13%

Previous 0.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$221.38 - $266.86 $41,619 - $50,169	188 Added 7.43%	2,717 $603,000
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

646

Shares Held

17M

Call Options Held

42K

Put Options Held

21.2K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lineweaver Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lineweaver Wealth Advisors, LLC with notifications on news.

Account

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