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

Secure Asset Management, LLC

  • $568 Million
  • Q3 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 5,933 shares of FDN stock, worth $1.5 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,933
Previous 4,449 33.36%
Holding current value
$1.5 Million
Previous $911,000 37.87%
% of portfolio
0.22%
Previous 0.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
548
Shares Held
16.3M
Call Options Held
91.2K
Put Options Held
79.6K
View Full List

About FIRST TR FD DOW JONES

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
Track This Portfolio

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email