A detailed history of Maxwell Wealth Strategies Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 2,521 shares of FDN stock, worth $521,947. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,521
Previous 3,246 22.34%
Holding current value
$521,947
Previous $606 Million 19.07%
% of portfolio
0.25%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 31, 2024

SELL
$179.04 - $206.29 $129,804 - $149,560
-725 Reduced 22.34%
2,521 $490 Million
Q4 2023

Feb 12, 2024

BUY
$147.79 - $188.39 $479,726 - $611,513
3,246 New
3,246 $606 Million

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Maxwell Wealth Strategies Inc. Portfolio

Follow Maxwell Wealth Strategies Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Maxwell Wealth Strategies Inc., based on Form 13F filings with the SEC.

News

Stay updated on Maxwell Wealth Strategies Inc. with notifications on news.