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

New Edge Wealth, LLC

$4.55 Billion
Q1 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 9,369 shares of FDN stock, worth $1.94 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,369

Previous 7,682 21.96%

Holding current value

$1.94 Million

Previous $1.43 Million 34.05%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

540

Shares Held

18.7M

Call Options Held

82.1K

Put Options Held

9.1K

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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