Warren Averett Asset Management, LLC First Tr Fd Dow Jones Transaction History

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025

A detailed history of Warren Averett Asset Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 1,140 shares of FDN stock, worth $323,019. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,140
Previous 1,140 -0.0%
Holding current value
$323,019
Previous $253,000 21.34%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$221.38 - $266.86 $4,206 - $5,070
19 Added 1.69%
1,140 $253,000
Q4 2024

Feb 14, 2025
BUY
$210.5 - $257.24 $631 - $771
3 Added 0.27%
1,121 $272,000
Q2 2024

Aug 14, 2024
SELL
$192.91 - $207.84 $8,488 - $9,144
-44 Reduced 3.79%
1,118 $229,000
Q1 2024

May 15, 2024
BUY
$179.04 - $206.29 $208,044 - $239,708
1,162 New
1,162 $238,000

Others Institutions Holding FDN

# of Institutions
653
Shares Held
16.4M
Call Options Held
50.3K
Put Options Held
47.1K
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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