Means Investment Co., Inc. First Tr Fd Dow Jones Transaction History

Means Investment Co., Inc.

$931 Million
Q4 2024

A detailed history of Means Investment Co., Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Means Investment Co., Inc. holds 3,910 shares of FDN stock, worth $944,069. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,910

Previous 3,931 0.53%

Holding current value

$944,069

Previous $832,000 14.18%

% of portfolio

0.1%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$210.5 - $257.24 $4,420 - $5,402	-21 Reduced 0.53%	3,910 $950,000
Q3 2024 Oct 18, 2024	SELL	$183.68 - $212.48 $6,979 - $8,074	-38 Reduced 0.96%	3,931 $832,000
Q2 2024 Jul 19, 2024	SELL	$192.91 - $207.84 $147,383 - $158,789	-764 Reduced 16.14%	3,969 $813,000
Q1 2024 Apr 17, 2024	SELL	$179.04 - $206.29 $40,284 - $46,415	-225 Reduced 4.54%	4,733 $970,000
Q4 2023 Jan 25, 2024	SELL	$147.79 - $188.39 $74,781 - $95,325	-506 Reduced 9.26%	4,958 $924,000
Q3 2023 Oct 25, 2023	SELL	$156.69 - $174.63 $233,624 - $260,373	-1,491 Reduced 21.44%	5,464 $872,000
Q2 2023 Jul 31, 2023	SELL	$137.79 - $164.55 $101,413 - $121,108	-736 Reduced 9.57%	6,955 $1.13 Million
Q1 2023 May 08, 2023	SELL	$121.41 - $153.27 $88,872 - $112,193	-732 Reduced 8.69%	7,691 $1.14 Million
Q4 2022 Jan 27, 2023	SELL	$116.11 - $135.9 $203,076 - $237,689	-1,749 Reduced 17.19%	8,423 $0
Q3 2022 Oct 17, 2022	SELL	$125.09 - $155.93 $35,900 - $44,751	-287 Reduced 2.74%	10,172 $1.28 Million
Q2 2022 Jul 21, 2022	SELL	$122.23 - $195.51 $27,868 - $44,576	-228 Reduced 2.13%	10,459 $1.33 Million
Q1 2022 Apr 26, 2022	SELL	$162.73 - $226.47 $67,207 - $93,532	-413 Reduced 3.72%	10,687 $2.01 Million
Q4 2021 Feb 14, 2022	SELL	$219.19 - $250.48 $30,248 - $34,566	-138 Reduced 1.23%	11,100 $2.51 Million
Q3 2021 Nov 12, 2021	SELL	$235.18 - $252.25 $470 - $504	-2 Reduced 0.02%	11,238 $2.65 Million
Q2 2021 Aug 10, 2021	SELL	$210.08 - $246.6 $47,268 - $55,485	-225 Reduced 1.96%	11,240 $2.75 Million
Q1 2021 Apr 05, 2021	BUY	$206.49 - $243.18 $1,445 - $1,702	7 Added 0.06%	11,465 $2.5 Million
Q4 2020 Feb 12, 2021	BUY	$186.35 - $219.82 $9,503 - $11,210	51 Added 0.45%	11,458 $2.76 Million
Q3 2020 Nov 09, 2020	SELL	$174.48 - $206.48 $36,117 - $42,741	-207 Reduced 1.78%	11,407 $2.35 Million
Q2 2020 Aug 13, 2020	BUY	$117.99 - $172.68 $14,276 - $20,894	121 Added 1.05%	11,614 $2.09 Million
Q1 2020 Apr 23, 2020	SELL	$107.38 - $154.58 $9,771 - $14,066	-91 Reduced 0.79%	11,493 $1.62 Million
Q4 2019 Jan 21, 2020	SELL	$129.54 - $140.43 $3,756 - $4,072	-29 Reduced 0.25%	11,584 $1.72 Million
Q3 2019 Nov 05, 2019	BUY	$133.68 - $151.35 $48,124 - $54,486	360 Added 3.2%	11,613 $1.56 Million
Q2 2019 Aug 07, 2019	BUY	$132.96 - $149.21 $126,046 - $141,451	948 Added 9.2%	11,253 $1.67 Million
Q1 2019 Apr 16, 2019	BUY	$114.08 - $142.11 $682,996 - $850,812	5,987 Added 138.65%	10,305 $1.43 Million
Q4 2018 Apr 16, 2019	BUY	$107.21 - $140.59 $462,932 - $607,067	4,318 New	4,318 $504,000

Others Institutions Holding FDN

# of Institutions

624

Shares Held

17M

Call Options Held

77.6K

Put Options Held

83.1K

View Full List

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Means Investment Co., Inc. First Tr Fd Dow Jones Transaction History