Spire Wealth Management First Tr Fd Dow Jones Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Spire Wealth Management holds 2,656 shares of FDN stock, worth $675,288. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,656

Previous 12,949 79.49%

Holding current value

$675,288

Previous $3.15 Million 81.26%

% of portfolio

0.02%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$221.38 - $266.86 $2.28 Million - $2.75 Million	-10,293 Reduced 79.49%	2,656 $590,000
Q4 2024 Jan 24, 2025	BUY	$210.5 - $257.24 $2.73 Million - $3.33 Million	12,949 New	12,949 $3.15 Million
Q2 2024 Jul 31, 2024	SELL	$192.91 - $207.84 $177,091 - $190,797	-918 Reduced 24.4%	2,844 $582,000
Q1 2024 Apr 24, 2024	BUY	$179.04 - $206.29 $132,847 - $153,067	742 Added 24.57%	3,762 $771,000
Q4 2023 Feb 06, 2024	SELL	$147.79 - $188.39 $157,396 - $200,635	-1,065 Reduced 26.07%	3,020 $563,000
Q3 2023 Nov 08, 2023	BUY	$156.69 - $174.63 $150,422 - $167,644	960 Added 30.72%	4,085 $652,000
Q2 2023 Aug 09, 2023	SELL	$137.79 - $164.55 $215,779 - $257,685	-1,566 Reduced 33.38%	3,125 $509,000
Q1 2023 May 09, 2023	BUY	$121.41 - $153.27 $36,665 - $46,287	302 Added 6.88%	4,691 $693,000
Q4 2022 Feb 03, 2023	SELL	$116.11 - $135.9 $233,845 - $273,702	-2,014 Reduced 31.45%	4,389 $540,000
Q3 2022 Nov 07, 2022	SELL	$125.09 - $155.93 $433,687 - $540,609	-3,467 Reduced 35.13%	6,403 $808,000
Q2 2022 Jul 22, 2022	SELL	$122.23 - $195.51 $1.55 Million - $2.48 Million	-12,662 Reduced 56.2%	9,870 $1.25 Million
Q1 2022 Apr 18, 2022	SELL	$162.73 - $226.47 $112,934 - $157,170	-694 Reduced 2.99%	22,532 $4.23 Million
Q4 2021 Jan 14, 2022	SELL	$219.19 - $250.48 $278,371 - $318,109	-1,270 Reduced 5.18%	23,226 $5.25 Million
Q3 2021 Oct 22, 2021	BUY	$235.18 - $252.25 $130,054 - $139,494	553 Added 2.31%	24,496 $5.78 Million
Q2 2021 Jul 26, 2021	SELL	$210.08 - $246.6 $99,157 - $116,395	-472 Reduced 1.93%	23,943 $5.86 Million
Q1 2021 May 21, 2021	BUY	$206.49 - $243.18 $5.04 Million - $5.94 Million	24,415 New	24,415 $5.34 Million

Others Institutions Holding FDN

# of Institutions

617

Shares Held

16.8M

Call Options Held

111K

Put Options Held

84.5K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management First Tr Fd Dow Jones Transaction History