Tempus Wealth Planning, LLC First Tr Fd Dow Jones Transaction History

Tempus Wealth Planning, LLC

$255 Million
Q3 2024

A detailed history of Tempus Wealth Planning, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 1,274 shares of FDN stock, worth $303,772. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,274

Previous 1,269 0.39%

Holding current value

$303,772

Previous $260,000 3.46%

% of portfolio

0.11%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$183.68 - $212.48 $918 - $1,062	5 Added 0.39%	1,274 $269,000
Q2 2024 Jul 25, 2024	SELL	$192.91 - $207.84 $21,027 - $22,654	-109 Reduced 7.91%	1,269 $260,000
Q1 2024 Apr 19, 2024	SELL	$179.04 - $206.29 $140,725 - $162,143	-786 Reduced 36.32%	1,378 $282,000
Q4 2023 Jan 23, 2024	SELL	$147.79 - $188.39 $23,498 - $29,954	-159 Reduced 6.84%	2,164 $403,000
Q3 2023 Oct 31, 2023	SELL	$156.69 - $174.63 $1,410 - $1,571	-9 Reduced 0.39%	2,323 $370,000
Q2 2023 Jul 21, 2023	SELL	$137.79 - $164.55 $137 - $164	-1 Reduced 0.04%	2,332 $380,000
Q1 2023 May 08, 2023	SELL	$121.41 - $153.27 $349,903 - $441,724	-2,882 Reduced 55.26%	2,333 $344,000
Q4 2022 Feb 09, 2023	SELL	$116.11 - $135.9 $4,528 - $5,300	-39 Reduced 0.74%	5,215 $642,000
Q3 2022 Nov 14, 2022	BUY	$125.09 - $155.93 $45,282 - $56,446	362 Added 7.4%	5,254 $663,000
Q2 2022 Aug 05, 2022	BUY	$122.23 - $195.51 $417,048 - $667,080	3,412 Added 230.54%	4,892 $621,000
Q1 2022 May 06, 2022	SELL	$162.73 - $226.47 $488,840 - $680,315	-3,004 Reduced 66.99%	1,480 $278,000
Q4 2021 Feb 02, 2022	BUY	$219.19 - $250.48 $133,267 - $152,291	608 Added 15.69%	4,484 $1.01 Million
Q3 2021 Nov 09, 2021	BUY	$235.18 - $252.25 $439,316 - $471,203	1,868 Added 93.03%	3,876 $914,000
Q2 2021 Aug 12, 2021	BUY	$210.08 - $246.6 $75,838 - $89,022	361 Added 21.92%	2,008 $492,000
Q1 2021 Apr 29, 2021	BUY	$206.49 - $243.18 $340,089 - $400,517	1,647 New	1,647 $359,000

Others Institutions Holding FDN

# of Institutions

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
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Tempus Wealth Planning, LLC First Tr Fd Dow Jones Transaction History