Rooted Wealth Advisors, Inc. First Tr Fd Dow Jones Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 8,874 shares of FDN stock, worth $2.21 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

8,874

Previous 7,294 21.66%

Holding current value

$2.21 Million

Previous $1.45 Million 29.97%

% of portfolio

0.84%

Previous 0.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$183.68 - $212.48 $290,214 - $335,718	1,580 Added 21.66%	8,874 $1.88 Million
Q2 2024 Jul 25, 2024	BUY	$192.91 - $207.84 $81,408 - $87,708	422 Added 6.14%	7,294 $1.45 Million
Q1 2024 Apr 17, 2024	BUY	$179.04 - $206.29 $20,947 - $24,135	117 Added 1.73%	6,872 $1.4 Million
Q4 2023 Feb 07, 2024	BUY	$147.79 - $188.39 $36,799 - $46,909	249 Added 3.83%	6,755 $1.34 Million
Q3 2023 Nov 21, 2023	SELL	$156.69 - $174.63 $431,837 - $481,280	-2,756 Reduced 29.76%	6,506 $1.08 Million
Q2 2023 Aug 03, 2023	SELL	$137.79 - $164.55 $131,176 - $156,651	-952 Reduced 9.32%	9,262 $1.52 Million
Q1 2023 Apr 26, 2023	BUY	$121.41 - $153.27 $1.24 Million - $1.57 Million	10,214 New	10,214 $1.49 Million

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. First Tr Fd Dow Jones Transaction History