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

Rooted Wealth Advisors, Inc.

$275 Million
Q2 2025

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 9,145 shares of FDN stock, worth $2.48 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

9,145

Previous 9,084 0.67%

Holding current value

$2.48 Million

Previous $2.03 Million 21.39%

% of portfolio

0.89%

Previous 0.85%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$200.29 - $269.33 $12,217 - $16,429	61 Added 0.67%	9,145 $2.46 Million
Q1 2025 Apr 08, 2025	SELL	$221.38 - $266.86 $16,382 - $19,747	-74 Reduced 0.81%	9,084 $2.03 Million
Q4 2024 Jan 30, 2025	BUY	$210.5 - $257.24 $59,782 - $73,056	284 Added 3.2%	9,158 $2.25 Million
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

657

Shares Held

16.7M

Call Options Held

111K

Put Options Held

84.5K

View Full List

About FIRST TR FD DOW JONES

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