Minich Mac Gregor Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $484 Million
  • Q3 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 3,725 shares of FDN stock, worth $1 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,725
Previous 2,862 30.15%
Holding current value
$1 Million
Previous $770,000 35.32%
% of portfolio
0.22%
Previous 0.18%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$264.06 - $287.34 $227,883 - $247,974
863 Added 30.15%
3,725 $1.04 Million
Q2 2025

Jul 16, 2025
BUY
$200.29 - $269.33 $3,605 - $4,847
18 Added 0.63%
2,862 $770,000
Q1 2025

Apr 22, 2025
BUY
$221.38 - $266.86 $1,106 - $1,334
5 Added 0.18%
2,844 $631,000
Q4 2024

Jan 17, 2025
SELL
$210.5 - $257.24 $111,354 - $136,079
-529 Reduced 15.71%
2,839 $690,000
Q3 2024

Oct 30, 2024
SELL
$183.68 - $212.48 $21,123 - $24,435
-115 Reduced 3.3%
3,368 $713,000
Q2 2024

Jul 25, 2024
SELL
$192.91 - $207.84 $6,558 - $7,066
-34 Reduced 0.97%
3,483 $713,000
Q1 2024

Apr 16, 2024
SELL
$179.04 - $206.29 $60,873 - $70,138
-340 Reduced 8.82%
3,517 $721,000
Q4 2023

Feb 08, 2024
SELL
$147.79 - $188.39 $2.48 Million - $3.16 Million
-16,759 Reduced 81.29%
3,857 $719,000
Q3 2023

Oct 16, 2023
SELL
$156.69 - $174.63 $398,149 - $443,734
-2,541 Reduced 10.97%
20,616 $3.29 Million
Q2 2023

Jul 13, 2023
BUY
$137.79 - $164.55 $3.19 Million - $3.81 Million
23,157 New
23,157 $3.77 Million
Q1 2021

Apr 27, 2021
SELL
$206.49 - $243.18 $3.44 Million - $4.05 Million
-16,657 Closed
0 $0
Q4 2020

Jan 19, 2021
BUY
$186.35 - $219.82 $13,603 - $16,046
73 Added 0.44%
16,657 $3.54 Million
Q3 2020

Oct 14, 2020
BUY
$174.48 - $206.48 $378,447 - $447,855
2,169 Added 15.05%
16,584 $3.12 Million
Q2 2020

Aug 05, 2020
BUY
$117.99 - $172.68 $1.7 Million - $2.49 Million
14,415 New
14,415 $2.46 Million
Q1 2020

Apr 21, 2020
SELL
$107.38 - $154.58 $1.68 Million - $2.41 Million
-15,621 Closed
0 $0
Q4 2019

Jan 13, 2020
BUY
$129.54 - $140.43 $127,467 - $138,183
984 Added 6.72%
15,621 $2.17 Million
Q3 2019

Oct 21, 2019
SELL
$133.68 - $151.35 $191,830 - $217,187
-1,435 Reduced 8.93%
14,637 $1.97 Million
Q2 2019

Aug 05, 2019
BUY
$132.96 - $149.21 $37,760 - $42,375
284 Added 1.8%
16,072 $2.33 Million
Q1 2019

Apr 16, 2019
BUY
$114.08 - $142.11 $1.8 Million - $2.24 Million
15,788 New
15,788 $2.23 Million
Q4 2018

Jan 17, 2019
SELL
$107.21 - $140.59 $1.83 Million - $2.41 Million
-17,108 Closed
0 $0
Q3 2018

Oct 17, 2018
BUY
$135.4 - $147.65 $75,147 - $81,945
555 Added 3.35%
17,108 $2.41 Million
Q2 2018

Jul 13, 2018
BUY
$117.23 - $144.91 $137,628 - $170,124
1,174 Added 7.63%
16,553 $2.31 Million
Q1 2018

Jul 03, 2018
BUY
$111.07 - $131.25 $34,653 - $40,950
312 Added 2.07%
15,379 $1.85 Million
Q4 2017

Jul 03, 2018
BUY
$102.74 - $112.17 $34,212 - $37,352
333 Added 2.26%
15,067 $1.66 Million
Q3 2017

Jul 03, 2018
BUY
$99.66 - $102.36 $87,800 - $90,179
881 Added 6.36%
14,734 $1.51 Million
Q2 2017

Jul 02, 2018
SELL
N/A
-575 Reduced 3.99%
13,853 $1.31 Million
Q1 2017

Jun 28, 2018
SELL
N/A
-25,791 Reduced 64.13%
14,428 $1.27 Million
Q4 2016

Jun 28, 2018
BUY
N/A
26,697 Added 197.43%
40,219 $1.18 Million
Q3 2016

Jun 28, 2018
BUY
N/A
13,522 New
13,522 $1.1 Million
Q2 2016

Jun 28, 2018
SELL
N/A
-12,966 Closed
0 $0
Q1 2016

Jun 28, 2018
BUY
N/A
1,598 Added 14.06%
12,966 $885,000
Q4 2015

Jun 27, 2018
BUY
N/A
11,368
11,368 $762,000

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

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
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