A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 13,517 shares of FDN stock, worth $3.44 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
13,517
Previous 13,815 2.16%
Holding current value
$3.44 Million
Previous $3.36 Million 10.6%
% of portfolio
1.6%
Previous 1.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

SELL
$221.38 - $266.86 $65,971 - $79,524
-298 Reduced 2.16%
13,517 $3 Million
Q4 2024

Jan 31, 2025

SELL
$210.5 - $257.24 $101,882 - $124,504
-484 Reduced 3.38%
13,815 $3.36 Million
Q3 2024

Nov 04, 2024

BUY
$183.68 - $212.48 $2.63 Million - $3.04 Million
14,299 New
14,299 $3.03 Million

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
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