A detailed history of Southland Equity Partners LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Southland Equity Partners LLC holds 33,528 shares of FDN stock, worth $8.36 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
33,528
Previous 33,768 0.71%
Holding current value
$8.36 Million
Previous $6.92 Billion 2.63%
% of portfolio
1.73%
Previous 1.98%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$183.68 - $212.48 $44,083 - $50,995
-240 Reduced 0.71%
33,528 $7.1 Billion
Q2 2024

Jul 12, 2024

SELL
$192.91 - $207.84 $290,715 - $313,214
-1,507 Reduced 4.27%
33,768 $6.92 Billion
Q1 2024

Apr 12, 2024

SELL
$179.04 - $206.29 $122,284 - $140,896
-683 Reduced 1.9%
35,275 $7.23 Billion
Q4 2023

Jan 09, 2024

SELL
$147.79 - $188.39 $268,977 - $342,869
-1,820 Reduced 4.82%
35,958 $6.71 Billion
Q3 2023

Jan 02, 2024

BUY
$156.69 - $174.63 $60,012 - $66,883
383 Added 1.02%
37,778 $6.03 Billion
Q2 2023

Jan 02, 2024

BUY
$137.79 - $164.55 $85,292 - $101,856
619 Added 1.68%
37,395 $6.1 Billion
Q1 2023

Jan 02, 2024

BUY
$121.41 - $153.27 $63,254 - $79,853
521 Added 1.44%
36,776 $5.44 Billion
Q4 2022

Jan 02, 2024

SELL
$116.11 - $135.9 $90,217 - $105,594
-777 Reduced 2.1%
36,255 $4.46 Billion
Q3 2022

Jan 02, 2024

SELL
$125.09 - $155.93 $115,082 - $143,455
-920 Reduced 2.42%
37,032 $4.67 Billion
Q2 2022

Jan 02, 2024

SELL
$122.23 - $195.51 $549,179 - $878,426
-4,493 Reduced 10.59%
37,952 $4.82 Billion
Q1 2022

Jan 02, 2024

SELL
$162.73 - $226.47 $32,220 - $44,841
-198 Reduced 0.46%
42,445 $7.97 Billion
Q4 2021

Jan 02, 2024

BUY
$219.19 - $250.48 $181,270 - $207,146
827 Added 1.98%
42,643 $9.64 Billion
Q3 2021

Jan 02, 2024

BUY
$235.18 - $252.25 $1.09 Million - $1.16 Million
4,617 Added 12.41%
41,816 $9.86 Billion
Q2 2021

Jan 02, 2024

BUY
$210.08 - $246.6 $1.3 Million - $1.53 Million
6,205 Added 20.02%
37,199 $9.11 Billion
Q1 2021

Jan 02, 2024

BUY
$206.49 - $243.18 $1.56 Million - $1.84 Million
7,574 Added 32.34%
30,994 $6.76 Billion
Q4 2020

Jan 02, 2024

BUY
$186.35 - $219.82 $4.36 Million - $5.15 Million
23,420 New
23,420 $4.97 Billion

Others Institutions Holding FDN

About FIRST TR FD DOW JONES


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