Novak & Powell Financial Services, Inc. First Tr Fd Dow Jones Transaction History

Novak & Powell Financial Services, Inc.

$168 Billion
Q4 2024

A detailed history of Novak & Powell Financial Services, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 11,353 shares of FDN stock, worth $2.63 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

11,353

Previous 11,269 0.75%

Holding current value

$2.63 Million

Previous $2.39 Billion 15.65%

% of portfolio

1.64%

Previous 1.38%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$210.5 - $257.24 $17,682 - $21,608	84 Added 0.75%	11,353 $2.76 Billion
Q3 2024 Nov 14, 2024	SELL	$183.68 - $212.48 $90,554 - $104,752	-493 Reduced 4.19%	11,269 $2.39 Billion
Q2 2024 Aug 15, 2024	SELL	$192.91 - $207.84 $385 - $415	-2 Reduced 0.02%	11,762 $2.41 Billion
Q1 2024 May 15, 2024	BUY	$179.04 - $206.29 $17,904 - $20,629	100 Added 0.86%	11,764 $2.41 Billion
Q4 2023 Feb 21, 2024	BUY	$147.79 - $188.39 $1.72 Million - $2.2 Million	11,664 New	11,664 $2.18 Billion

Others Institutions Holding FDN

# of Institutions

625

Shares Held

17M

Call Options Held

77.6K

Put Options Held

83.1K

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About FIRST TR FD DOW JONES

Ticker FDN
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Novak & Powell Financial Services, Inc. First Tr Fd Dow Jones Transaction History