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

Tria Gen Wealth Management LLC

$307 Million
Q2 2025

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 8,953 shares of FDN stock, worth $2.43 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

8,953

Previous 5,329 68.01%

Holding current value

$2.43 Million

Previous $1.18 Million 103.8%

% of portfolio

0.78%

Previous 0.45%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$200.29 - $269.33 $725,850 - $976,051	3,624 Added 68.01%	8,953 $2.41 Million
Q1 2025 May 13, 2025	SELL	$221.38 - $266.86 $1.5 Million - $1.81 Million	-6,765 Reduced 55.94%	5,329 $1.18 Million
Q4 2024 Jan 23, 2025	SELL	$210.5 - $257.24 $122,721 - $149,970	-583 Reduced 4.6%	12,094 $2.94 Million
Q3 2024 Oct 18, 2024	BUY	$183.68 - $212.48 $19,653 - $22,735	107 Added 0.85%	12,677 $2.69 Million
Q2 2024 Jul 18, 2024	BUY	$192.91 - $207.84 $17,747 - $19,121	92 Added 0.74%	12,570 $2.58 Million
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

656

Shares Held

16.6M

Call Options Held

75.5K

Put Options Held

61.1K

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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