Peterson Wealth Management First Tr Fd Dow Jones Transaction History

Peterson Wealth Management

$147 Million
Q1 2025

A detailed history of Peterson Wealth Management transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Peterson Wealth Management holds 6,930 shares of FDN stock, worth $1.84 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

6,930

Previous 9,284 25.36%

Holding current value

$1.84 Million

Previous $2.26 Million 31.81%

% of portfolio

1.05%

Previous 1.35%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jun 16, 2025	SELL	$221.38 - $266.86 $521,128 - $628,188	-2,354 Reduced 25.36%	6,930 $1.54 Million
Q4 2024 Feb 14, 2025	SELL	$210.5 - $257.24 $2.88 Million - $3.52 Million	-13,699 Reduced 59.6%	9,284 $2.26 Million
Q3 2024 Nov 13, 2024	BUY	$183.68 - $212.48 $1.97 Million - $2.28 Million	10,721 Added 87.43%	22,983 $4.87 Million
Q2 2024 Aug 05, 2024	BUY	$192.91 - $207.84 $167,831 - $180,820	870 Added 7.64%	12,262 $2.51 Million
Q1 2024 May 15, 2024	SELL	$179.04 - $206.29 $8,414 - $9,695	-47 Reduced 0.41%	11,392 $2.34 Million
Q4 2023 Feb 22, 2024	SELL	$147.79 - $188.39 $34,139 - $43,518	-231 Reduced 1.98%	11,439 $2.13 Million
Q3 2023 Nov 14, 2023	BUY	$156.69 - $174.63 $414,758 - $462,245	2,647 Added 29.34%	11,670 $1.86 Million
Q2 2023 Aug 17, 2023	BUY	$137.79 - $164.55 $610,547 - $729,121	4,431 Added 96.49%	9,023 $1.47 Million
Q1 2023 Aug 17, 2023	SELL	$121.41 - $153.27 $6,677 - $8,429	-55 Reduced 1.18%	4,592 $678,000
Q4 2022 Feb 07, 2023	BUY	$116.11 - $135.9 $539,563 - $631,527	4,647 New	4,647 $572,000
Q1 2022 Apr 26, 2022	SELL	$162.73 - $226.47 $1.75 Million - $2.44 Million	-10,770 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$219.19 - $250.48 $136,336 - $155,798	622 Added 6.13%	10,770 $2.44 Million
Q3 2021 Nov 12, 2021	BUY	$235.18 - $252.25 $2.39 Million - $2.56 Million	10,148 New	10,148 $2.39 Million
Q2 2021 Aug 03, 2021	SELL	$210.08 - $246.6 $2.11 Million - $2.48 Million	-10,061 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$206.49 - $243.18 $585,399 - $689,415	2,835 Added 39.23%	10,061 $2.19 Million
Q4 2020 Mar 10, 2021	BUY	$186.35 - $219.82 $259,771 - $306,429	1,394 Added 23.9%	7,226 $1.53 Million
Q3 2020 Nov 03, 2020	BUY	$174.48 - $206.48 $60,893 - $72,061	349 Added 6.37%	5,832 $1.1 Million
Q2 2020 Jul 22, 2020	BUY	$117.99 - $172.68 $646,939 - $946,804	5,483 New	5,483 $935,000

Others Institutions Holding FDN

# of Institutions

620

Shares Held

16.8M

Call Options Held

111K

Put Options Held

84.5K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
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Peterson Wealth Management First Tr Fd Dow Jones Transaction History