Secure Asset Management, LLC First Tr Fd Dow Jones Transaction History

Secure Asset Management, LLC

$632 Million
Q4 2024

A detailed history of Secure Asset Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Secure Asset Management, LLC holds 6,201 shares of FDN stock, worth $1.39 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

6,201

Previous 5,933 4.52%

Holding current value

$1.39 Million

Previous $1.26 Million 19.98%

% of portfolio

0.24%

Previous 0.22%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$210.5 - $257.24 $56,414 - $68,940	268 Added 4.52%	6,201 $1.51 Million
Q3 2024 Oct 16, 2024	BUY	$183.68 - $212.48 $272,581 - $315,320	1,484 Added 33.36%	5,933 $1.26 Million
Q2 2024 Jul 24, 2024	BUY	$192.91 - $207.84 $660,716 - $711,852	3,425 Added 334.47%	4,449 $911,000
Q1 2024 Apr 30, 2024	SELL	$179.04 - $206.29 $139,114 - $160,287	-777 Reduced 43.14%	1,024 $210,000
Q4 2023 Jan 22, 2024	BUY	$147.79 - $188.39 $266,169 - $339,290	1,801 New	1,801 $335,000
Q2 2023 Jul 13, 2023	BUY	$137.79 - $164.55 $282,745 - $337,656	2,052 New	2,052 $334,000
Q1 2021 Apr 14, 2021	SELL	$206.49 - $243.18 $4.58 Million - $5.4 Million	-22,187 Closed	0 $0
Q4 2020 Feb 08, 2021	SELL	$186.35 - $219.82 $105,846 - $124,857	-568 Reduced 2.5%	22,187 $4.71 Million
Q3 2020 Oct 20, 2020	SELL	$174.48 - $206.48 $301,326 - $356,590	-1,727 Reduced 7.05%	22,755 $4.29 Million
Q2 2020 Jul 14, 2020	BUY	$117.99 - $172.68 $67,490 - $98,772	572 Added 2.39%	24,482 $4.17 Million
Q1 2020 Apr 15, 2020	SELL	$107.38 - $154.58 $216,800 - $312,097	-2,019 Reduced 7.79%	23,910 $2.96 Million
Q4 2019 Feb 06, 2020	BUY	$129.54 - $140.43 $3.36 Million - $3.64 Million	25,929 New	25,929 $3.61 Million

Others Institutions Holding FDN

# of Institutions

627

Shares Held

17M

Call Options Held

77.6K

Put Options Held

83.1K

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About FIRST TR FD DOW JONES

Ticker FDN
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Secure Asset Management, LLC First Tr Fd Dow Jones Transaction History