Perennial Investment Advisors, LLC First Tr Fd Dow Jones Transaction History

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,589 shares of FDN stock, worth $1.02 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,589
Previous 3,154 13.79%
Holding current value
$1.02 Million
Previous $700,000 38.0%
% of portfolio
0.1%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$200.29 - $269.33 $87,126 - $117,158
435 Added 13.79%
3,589 $966,000
Q1 2025

May 15, 2025
BUY
$221.38 - $266.86 $1,106 - $1,334
5 Added 0.16%
3,154 $700,000
Q4 2024

Feb 12, 2025
SELL
$210.5 - $257.24 $1,894 - $2,315
-9 Reduced 0.28%
3,149 $765,000
Q3 2024

Nov 14, 2024
BUY
$183.68 - $212.48 $13,959 - $16,148
76 Added 2.47%
3,158 $668,000
Q2 2023

Aug 14, 2023
SELL
$137.79 - $164.55 $8,129 - $9,708
-59 Reduced 1.88%
3,082 $502,000
Q1 2023

May 11, 2023
BUY
$121.41 - $153.27 $381,348 - $481,421
3,141 New
3,141 $464,000

Others Institutions Holding FDN

# of Institutions
654
Shares Held
16.4M
Call Options Held
50.3K
Put Options Held
47.1K
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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