New Edge Wealth, LLC First Tr Fd Dow Jones Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, New Edge Wealth, LLC holds 9,462 shares of FDN stock, worth $2.49 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,462

Previous 9,288 1.87%

Holding current value

$2.49 Million

Previous $1.9 Million 5.31%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$183.68 - $212.48 $31,960 - $36,971	174 Added 1.87%	9,462 $2 Million
Q2 2024 Aug 01, 2024	SELL	$192.91 - $207.84 $15,625 - $16,835	-81 Reduced 0.86%	9,288 $1.9 Million
Q1 2024 May 06, 2024	BUY	$179.04 - $206.29 $302,040 - $348,011	1,687 Added 21.96%	9,369 $1.92 Million
Q4 2023 Jan 29, 2024	SELL	$147.79 - $188.39 $22,611 - $28,823	-153 Reduced 1.95%	7,682 $1.43 Million
Q3 2023 Nov 08, 2023	BUY	$156.69 - $174.63 $464,742 - $517,952	2,966 Added 60.92%	7,835 $1.25 Million
Q2 2023 Aug 09, 2023	BUY	$137.79 - $164.55 $670,899 - $801,193	4,869 New	4,869 $793,000
Q1 2021 May 13, 2021	SELL	$206.49 - $243.18 $243,451 - $286,709	-1,179 Closed	0 $0
Q4 2020 May 13, 2021	BUY	$186.35 - $219.82 $219,706 - $259,167	1,179 New	1,179 $250,000

Others Institutions Holding FDN

# of Institutions

565

Shares Held

15.6M

Call Options Held

91.2K

Put Options Held

79.6K

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About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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New Edge Wealth, LLC First Tr Fd Dow Jones Transaction History