Atlas Private Wealth Advisors First Tr Fd Dow Jones Transaction History

Atlas Private Wealth Advisors

$691 Million
Q1 2025

A detailed history of Atlas Private Wealth Advisors transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 2,477 shares of FDN stock, worth $629,777. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,477

Previous 2,760 10.25%

Holding current value

$629,777

Previous $671,000 18.03%

% of portfolio

0.08%

Previous 0.1%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$221.38 - $266.86 $62,650 - $75,521	-283 Reduced 10.25%	2,477 $550,000
Q4 2024 Jan 21, 2025	SELL	$210.5 - $257.24 $151,139 - $184,698	-718 Reduced 20.64%	2,760 $671,000
Q3 2024 Oct 08, 2024	SELL	$183.68 - $212.48 $54,736 - $63,319	-298 Reduced 7.89%	3,478 $736,000
Q2 2024 Jul 12, 2024	BUY	$192.91 - $207.84 $254,062 - $273,725	1,317 Added 53.56%	3,776 $773,000
Q1 2024 May 03, 2024	SELL	$179.04 - $206.29 $655,107 - $754,815	-3,659 Reduced 59.81%	2,459 $504,000
Q4 2023 Jan 10, 2024	SELL	$147.79 - $188.39 $450,759 - $574,589	-3,050 Reduced 33.27%	6,118 $1.14 Million
Q3 2023 Oct 10, 2023	SELL	$156.69 - $174.63 $294,577 - $328,304	-1,880 Reduced 17.02%	9,168 $1.46 Million
Q2 2023 Aug 04, 2023	BUY	$137.79 - $164.55 $709,067 - $846,774	5,146 Added 87.19%	11,048 $1.8 Million
Q1 2023 Apr 12, 2023	SELL	$121.41 - $153.27 $39,579 - $49,966	-326 Reduced 5.23%	5,902 $872,000
Q4 2022 Feb 14, 2023	SELL	$116.11 - $135.9 $67,459 - $78,957	-581 Reduced 8.53%	6,228 $766,000
Q3 2022 Nov 14, 2022	BUY	$125.09 - $155.93 $61,544 - $76,717	492 Added 7.79%	6,809 $859,000
Q2 2022 Aug 15, 2022	BUY	$122.23 - $195.51 $76,149 - $121,802	623 Added 10.94%	6,317 $802,000
Q4 2021 Apr 21, 2022	SELL	$219.19 - $250.48 $35,947 - $41,078	-164 Reduced 2.8%	5,694 $1.29 Million
Q3 2021 Oct 26, 2021	SELL	$235.18 - $252.25 $110,534 - $118,557	-470 Reduced 7.43%	5,858 $1.38 Million
Q2 2021 Aug 02, 2021	SELL	$210.08 - $246.6 $33,612 - $39,456	-160 Reduced 2.47%	6,328 $1.55 Million
Q1 2021 Apr 28, 2021	SELL	$206.49 - $243.18 $73,923 - $87,058	-358 Reduced 5.23%	6,488 $1.42 Million
Q4 2020 Jan 29, 2021	SELL	$186.35 - $219.82 $14,535 - $17,145	-78 Reduced 1.13%	6,846 $1.45 Million
Q3 2020 Oct 27, 2020	BUY	$174.48 - $206.48 $92,125 - $109,021	528 Added 8.26%	6,924 $1.3 Million
Q2 2020 Aug 14, 2020	BUY	$117.99 - $172.68 $754,664 - $1.1 Million	6,396 New	6,396 $1.09 Million

Others Institutions Holding FDN

# of Institutions

617

Shares Held

16.8M

Call Options Held

111K

Put Options Held

84.5K

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About FIRST TR FD DOW JONES

Ticker FDN
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Atlas Private Wealth Advisors First Tr Fd Dow Jones Transaction History