Twin Peaks Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 14,814 shares of FDN stock, worth $4.04 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

14,814

Previous 16,198 8.54%

Holding current value

$4.04 Million

Previous $3.94 Billion 18.54%

% of portfolio

1.46%

Previous 1.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$221.38 - $266.86 $306,389 - $369,334	-1,384 Reduced 8.54%	14,814 $3.21 Billion
Q4 2024 Feb 04, 2025	SELL	$210.5 - $257.24 $211,342 - $258,268	-1,004 Reduced 5.84%	16,198 $3.94 Billion
Q3 2024 Oct 25, 2024	SELL	$183.68 - $212.48 $83,574 - $96,678	-455 Reduced 2.58%	17,202 $3.64 Billion
Q2 2024 Jul 31, 2024	SELL	$192.91 - $207.84 $29,322 - $31,591	-152 Reduced 0.85%	17,657 $3.62 Billion
Q1 2024 Apr 23, 2024	SELL	$179.04 - $206.29 $77,524 - $89,323	-433 Reduced 2.37%	17,809 $3.65 Billion
Q4 2023 Jan 17, 2024	BUY	$147.79 - $188.39 $2.7 Million - $3.44 Million	18,242 New	18,242 $3.4 Billion

Others Institutions Holding FDN

# of Institutions

638

Shares Held

16.7M

Call Options Held

111K

Put Options Held

84.5K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

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Twin Peaks Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History