Sfi Advisors, LLC First Tr Fd Dow Jones Transaction History

Sfi Advisors, LLC

$130 Million
Q1 2025

A detailed history of Sfi Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Sfi Advisors, LLC holds 23,780 shares of FDN stock, worth $6.48 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares

23,780

Previous 24,501 2.94%

Holding current value

$6.48 Million

Previous $5.96 Million 11.33%

% of portfolio

4.08%

Previous 4.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$221.38 - $266.86 $159,614 - $192,406	-721 Reduced 2.94%	23,780 $5.28 Million
Q4 2024 Feb 14, 2025	SELL	$210.5 - $257.24 $103,776 - $126,819	-493 Reduced 1.97%	24,501 $5.96 Million
Q3 2024 Nov 13, 2024	BUY	$183.68 - $212.48 $68,328 - $79,042	372 Added 1.51%	24,994 $5.29 Million
Q2 2024 Aug 14, 2024	BUY	$192.91 - $207.84 $107,450 - $115,766	557 Added 2.31%	24,622 $5.05 Million
Q1 2024 May 13, 2024	BUY	$179.04 - $206.29 $131,594 - $151,623	735 Added 3.15%	24,065 $4.94 Million
Q4 2023 Jan 30, 2024	SELL	$147.79 - $188.39 $66,801 - $85,152	-452 Reduced 1.9%	23,330 $4.35 Million
Q3 2023 Oct 30, 2023	BUY	$156.69 - $174.63 $112,973 - $125,908	721 Added 3.13%	23,782 $3.8 Million
Q2 2023 Aug 18, 2023	BUY	$137.79 - $164.55 $33,620 - $40,150	244 Added 1.07%	23,061 $3.76 Million
Q1 2023 May 15, 2023	BUY	$121.41 - $153.27 $300,853 - $379,803	2,478 Added 12.18%	22,817 $3.37 Million
Q4 2022 Feb 10, 2023	BUY	$116.11 - $135.9 $49,578 - $58,029	427 Added 2.14%	20,339 $2.5 Million
Q3 2022 Nov 09, 2022	BUY	$125.09 - $155.93 $86,061 - $107,279	688 Added 3.58%	19,912 $2.51 Million
Q2 2022 Aug 11, 2022	BUY	$122.23 - $195.51 $2.35 Million - $3.76 Million	19,224 New	19,224 $2.44 Million

Others Institutions Holding FDN

# of Institutions

638

Shares Held

16.7M

Call Options Held

111K

Put Options Held

84.5K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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