Wcg Wealth Advisors LLC First Tr Fd Dow Jones Transaction History

Wcg Wealth Advisors LLC

$1.18 Billion
Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 37,878 shares of FDN stock, worth $7.76 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

37,878

Previous 50,361 24.79%

Holding current value

$7.76 Million

Previous $9.4 Million 17.32%

% of portfolio

0.66%

Previous 0.69%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$179.04 - $206.29 $2.23 Million - $2.58 Million	-12,483 Reduced 24.79%	37,878 $7.77 Million
Q4 2023 Feb 08, 2024	SELL	$147.79 - $188.39 $1.2 Million - $1.53 Million	-8,120 Reduced 13.88%	50,361 $9.4 Million
Q3 2023 Nov 09, 2023	BUY	$156.69 - $174.63 $9.16 Million - $10.2 Million	58,481 New	58,481 $9.43 Million
Q3 2022 Nov 14, 2022	SELL	$126.42 - $155.93 $19,089 - $23,545	-151 Reduced 3.64%	4,002 $505,000
Q2 2022 Aug 23, 2022	SELL	$122.23 - $195.51 $1.2 Million - $1.92 Million	-9,815 Reduced 70.27%	4,153 $528,000

Q2 2022 Aug 15, 2022	BUY	$122.23 - $195.51 $1.71 Million - $2.73 Million	13,968 New	13,968 $464,000

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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Wcg Wealth Advisors LLC First Tr Fd Dow Jones Transaction History