Sfi Advisors, LLC First Tr Fd Dow Jones Transaction History

Sfi Advisors, LLC

$128 Million
Q1 2024

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 24,065 shares of FDN stock, worth $4.98 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares

24,065

Previous 23,330 3.15%

Holding current value

$4.98 Million

Previous $4.35 Million 13.4%

% of portfolio

3.87%

Previous 3.73%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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 - $134.52 $49,578 - $57,440	427 Added 2.14%	20,339 $2.5 Million
Q3 2022 Nov 09, 2022	BUY	$126.42 - $155.93 $86,976 - $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

540

Shares Held

18.7M

Call Options Held

82.1K

Put Options Held

9.1K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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