A detailed history of Regal Investment Advisors LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Regal Investment Advisors LLC holds 24,121 shares of FDN stock, worth $6.08 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
24,121
Previous 23,137 4.25%
Holding current value
$6.08 Million
Previous $4.74 Million 7.76%
% of portfolio
0.37%
Previous 0.32%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$183.68 - $212.48 $180,741 - $209,080
984 Added 4.25%
24,121 $5.11 Million
Q2 2024

Aug 14, 2024

BUY
$192.91 - $207.84 $146,418 - $157,750
759 Added 3.39%
23,137 $4.74 Million
Q1 2024

May 15, 2024

BUY
$179.04 - $206.29 $71,795 - $82,722
401 Added 1.82%
22,378 $4.59 Million
Q4 2023

Feb 14, 2024

BUY
$147.79 - $188.39 $17,734 - $22,606
120 Added 0.55%
21,977 $4.1 Million
Q3 2023

Nov 13, 2023

BUY
$156.69 - $174.63 $383,420 - $427,319
2,447 Added 12.61%
21,857 $3.49 Million
Q2 2023

Aug 11, 2023

SELL
$137.79 - $164.55 $68,068 - $81,287
-494 Reduced 2.48%
19,410 $3.16 Million
Q1 2023

May 11, 2023

SELL
$121.41 - $153.27 $26,224 - $33,106
-216 Reduced 1.07%
19,904 $2.94 Million
Q4 2022

Mar 01, 2023

SELL
$116.11 - $135.9 $118,664 - $138,889
-1,022 Reduced 4.83%
20,120 $2.48 Million
Q3 2022

Nov 15, 2022

SELL
$125.09 - $155.93 $266,942 - $332,754
-2,134 Reduced 9.17%
21,142 $2.67 Million
Q2 2022

Aug 09, 2022

SELL
$122.23 - $195.51 $104,017 - $166,379
-851 Reduced 3.53%
23,276 $2.96 Million
Q1 2022

May 09, 2022

SELL
$162.73 - $226.47 $39,380 - $54,805
-242 Reduced 0.99%
24,127 $4.53 Million
Q4 2021

Feb 10, 2022

BUY
$219.19 - $250.48 $51,290 - $58,612
234 Added 0.97%
24,369 $5.51 Million
Q3 2021

Nov 05, 2021

SELL
$235.18 - $252.25 $10,583 - $11,351
-45 Reduced 0.19%
24,135 $5.69 Million
Q2 2021

Aug 09, 2021

BUY
$210.08 - $246.6 $5.08 Million - $5.96 Million
24,180 New
24,180 $5.92 Million
Q1 2021

May 12, 2021

SELL
$206.49 - $243.18 $5.6 Million - $6.6 Million
-27,120 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$186.35 - $219.82 $5.05 Million - $5.96 Million
27,120 New
27,120 $5.76 Million
Q3 2020

Nov 13, 2020

SELL
$174.48 - $206.48 $4.88 Million - $5.78 Million
-27,997 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$117.99 - $172.68 $3.3 Million - $4.83 Million
27,997 New
27,997 $4.77 Million
Q1 2020

May 12, 2020

SELL
$107.38 - $154.58 $2.82 Million - $4.06 Million
-26,246 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$129.54 - $140.43 $27,203 - $29,490
-210 Reduced 0.79%
26,246 $3.65 Million
Q3 2019

Nov 15, 2019

BUY
$133.68 - $151.35 $8,020 - $9,081
60 Added 0.23%
26,456 $3.56 Million
Q2 2019

Jul 26, 2019

BUY
$132.96 - $149.21 $664 - $746
5 Added 0.02%
26,396 $3.8 Million
Q1 2019

May 09, 2019

BUY
$114.08 - $142.11 $13,119 - $16,342
115 Added 0.44%
26,391 $3.67 Million
Q4 2018

Feb 04, 2019

BUY
$107.21 - $140.59 $1.15 Million - $1.51 Million
10,737 Added 69.1%
26,276 $3.07 Million
Q3 2018

Nov 05, 2018

SELL
$135.4 - $147.65 $1.5 Million - $1.63 Million
-11,061 Reduced 41.58%
15,539 $2.2 Million
Q2 2018

Aug 10, 2018

SELL
$117.23 - $144.91 $390,844 - $483,129
-3,334 Reduced 11.14%
26,600 $3.66 Million
Q1 2018

Apr 25, 2018

BUY
$111.07 - $131.25 $24,990 - $29,531
225 Added 0.76%
29,934 $3.61 Million
Q4 2017

Feb 06, 2018

BUY
$102.74 - $112.17 $85,787 - $93,661
835 Added 2.89%
29,709 $3.26 Million
Q3 2017

Nov 08, 2017

BUY
$99.66 - $102.36 $2.88 Million - $2.96 Million
28,874
28,874 $2.96 Million

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


  • Ticker FDN
  • Sector ETFs
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