Strategic Wealth Investment Group, LLC First Tr Fd Dow Jones Transaction History

Strategic Wealth Investment Group, LLC

  • $662 Million
  • Q4 2023

A detailed history of Strategic Wealth Investment Group, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 2,217 shares of FDN stock, worth $466,212. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,217
Previous 2,058 7.73%
Holding current value
$466,212
Previous $328,000 25.91%
% of portfolio
0.06%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024
BUY
$147.79 - $188.39 $23,498 - $29,954
159 Added 7.73%
2,217 $413,000
Q3 2023

Nov 03, 2023
SELL
$156.69 - $174.63 $11,124 - $12,398
-71 Reduced 3.33%
2,058 $328,000
Q2 2023

Jul 17, 2023
BUY
$137.79 - $164.55 $56,356 - $67,300
409 Added 23.78%
2,129 $347,000
Q1 2023

Apr 24, 2023
SELL
$121.41 - $153.27 $435,133 - $549,319
-3,584 Reduced 67.57%
1,720 $254,000
Q1 2023

Apr 20, 2023
BUY
$121.41 - $153.27 $445,938 - $562,960
3,673 Added 225.2%
5,304 $784,000
Q4 2022

Jan 27, 2023
BUY
$116.11 - $134.52 $189,375 - $219,402
1,631 New
1,631 $0
Q2 2022

Aug 08, 2022
SELL
$122.23 - $195.51 $140,075 - $224,054
-1,146 Closed
0 $0
Q1 2022

Apr 26, 2022
BUY
$162.73 - $226.47 $41,333 - $57,523
254 Added 28.48%
1,146 $215,000
Q4 2021

Jan 21, 2022
BUY
$219.19 - $250.48 $195,517 - $223,428
892 New
892 $202,000

Others Institutions Holding FDN

# of Institutions
541
Shares Held
18.7M
Call Options Held
82.1K
Put Options Held
9.1K
View Full List

About FIRST TR FD DOW JONES

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
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