Walkner Condon Financial Advisors LLC First Tr Fd Dow Jones Transaction History

Walkner Condon Financial Advisors LLC

  • $466 Million
  • Q1 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 1,412 shares of FDN stock, worth $294,910. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,412
Previous 1,799 21.51%
Holding current value
$294,910
Previous $335,000 13.73%
% of portfolio
0.06%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$179.04 - $206.29 $69,288 - $79,834
-387 Reduced 21.51%
1,412 $289,000
Q4 2023

Jan 23, 2024
SELL
$147.79 - $188.39 $26,897 - $34,286
-182 Reduced 9.19%
1,799 $335,000
Q3 2023

Oct 19, 2023
SELL
$156.69 - $174.63 $31,024 - $34,576
-198 Reduced 9.09%
1,981 $316,000
Q2 2023

Jul 21, 2023
SELL
$137.79 - $164.55 $40,234 - $48,048
-292 Reduced 11.82%
2,179 $355,000
Q3 2022

Oct 28, 2022
SELL
$126.42 - $155.93 $91,401 - $112,737
-723 Reduced 22.64%
2,471 $312,000
Q2 2022

Aug 04, 2022
BUY
$122.23 - $195.51 $18,701 - $29,913
153 Added 5.03%
3,194 $406,000
Q1 2022

May 03, 2022
BUY
$162.73 - $226.47 $494,861 - $688,695
3,041 New
3,041 $571 Million
Q2 2021

Aug 10, 2021
SELL
$210.08 - $246.6 $913,427 - $1.07 Million
-4,348 Closed
0 $0
Q1 2021

Apr 13, 2021
BUY
$206.49 - $243.18 $897,818 - $1.06 Million
4,348 New
4,348 $948,000
Q4 2020

Jan 12, 2021
SELL
$186.35 - $219.82 $824,412 - $972,483
-4,424 Closed
0 $0
Q3 2020

Nov 10, 2020
SELL
$174.48 - $206.48 $35,244 - $41,708
-202 Reduced 4.37%
4,424 $833,000
Q2 2020

Aug 26, 2020
BUY
$117.99 - $172.68 $545,821 - $798,817
4,626 New
4,626 $789,000

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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