Tria Gen Wealth Management LLC First Tr Fd Dow Jones Transaction History

Tria Gen Wealth Management LLC

$221 Million
Q1 2024

A detailed history of Tria Gen Wealth Management LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 12,478 shares of FDN stock, worth $2.57 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

12,478

Previous 12,107 3.06%

Holding current value

$2.57 Million

Previous $2.26 Million 13.33%

% of portfolio

1.16%

Previous 1.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$179.04 - $206.29 $66,423 - $76,533	371 Added 3.06%	12,478 $2.56 Million
Q4 2023 Jan 22, 2024	SELL	$147.79 - $188.39 $116,162 - $148,074	-786 Reduced 6.1%	12,107 $2.26 Million
Q3 2023 Oct 23, 2023	BUY	$156.69 - $174.63 $113,756 - $126,781	726 Added 5.97%	12,893 $2.06 Million
Q2 2023 Aug 08, 2023	BUY	$137.79 - $164.55 $1.68 Million - $2 Million	12,167 New	12,167 $1.98 Million
Q1 2021 Apr 26, 2021	SELL	$206.49 - $243.18 $1.52 Million - $1.8 Million	-7,385 Closed	0 $0

Q4 2020 Feb 02, 2021	BUY	$186.35 - $219.82 $1.38 Million - $1.62 Million	7,385 New	7,385 $1.57 Million

Others Institutions Holding FDN

# of Institutions

537

Shares Held

18.7M

Call Options Held

82.1K

Put Options Held

9.1K

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About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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Tria Gen Wealth Management LLC First Tr Fd Dow Jones Transaction History