A detailed history of National Wealth Management Group, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,314 shares of FDN stock, worth $320,169. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,314
Previous 1,399 6.08%
Holding current value
$320,169
Previous $287 Million 2.92%
% of portfolio
0.19%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$183.68 - $212.48 $15,612 - $18,060
-85 Reduced 6.08%
1,314 $278 Million
Q2 2024

Aug 09, 2024

SELL
$192.91 - $207.84 $19,291 - $20,784
-100 Reduced 6.67%
1,399 $287 Million
Q1 2024

May 17, 2024

SELL
$179.04 - $206.29 $11,995 - $13,821
-67 Reduced 4.28%
1,499 $307 Million
Q4 2023

Feb 01, 2024

SELL
$147.79 - $188.39 $17,439 - $22,230
-118 Reduced 7.01%
1,566 $292 Million
Q3 2023

Nov 13, 2023

SELL
$156.69 - $174.63 $12,221 - $13,621
-78 Reduced 4.43%
1,684 $269 Million
Q1 2023

May 15, 2023

BUY
$121.41 - $153.27 $213,924 - $270,061
1,762 New
1,762 $252 Million
Q4 2022

Nov 17, 2023

SELL
$116.11 - $135.9 $8,243 - $9,648
-71 Reduced 3.51%
1,949 $240 Million
Q3 2022

Nov 17, 2023

BUY
$125.09 - $155.93 $42,030 - $52,392
336 Added 19.95%
2,020 $255 Million
Q2 2022

Nov 17, 2023

SELL
$122.23 - $195.51 $29,457 - $47,117
-241 Reduced 8.18%
2,704 $343 Million
Q1 2022

Nov 17, 2023

BUY
$162.73 - $226.47 $9,112 - $12,682
56 Added 1.94%
2,945 $553 Million
Q4 2021

Nov 17, 2023

BUY
$219.19 - $250.48 $264,123 - $301,828
1,205 Added 71.56%
2,889 $653 Million

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
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