Avantax Advisory Services, Inc. First Tr Fd Dow Jones Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 21,187 shares of FDN stock, worth $4.39 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,187

Previous 22,448 5.62%

Holding current value

$4.39 Million

Previous $4.19 Million 3.77%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$179.04 - $206.29 $225,769 - $260,131	-1,261 Reduced 5.62%	21,187 $4.35 Million
Q4 2023 Feb 07, 2024	SELL	$147.79 - $188.39 $697,864 - $889,577	-4,722 Reduced 17.38%	22,448 $4.19 Million
Q3 2023 Nov 07, 2023	SELL	$156.69 - $174.63 $155,436 - $173,232	-992 Reduced 3.52%	27,170 $4.34 Million
Q2 2023 Aug 11, 2023	BUY	$137.79 - $164.55 $571,415 - $682,388	4,147 Added 17.27%	28,162 $4.59 Million
Q1 2023 Apr 28, 2023	SELL	$121.41 - $153.27 $364,594 - $460,269	-3,003 Reduced 11.11%	24,015 $3.55 Million

Q4 2022 Feb 13, 2023	SELL	$116.11 - $134.52 $385,601 - $446,740	-3,321 Reduced 10.95%	27,018 $3.33 Million
Q3 2022 Nov 01, 2022	SELL	$126.42 - $155.93 $647,776 - $798,985	-5,124 Reduced 14.45%	30,339 $3.83 Million
Q2 2022 Aug 02, 2022	SELL	$122.23 - $195.51 $775,916 - $1.24 Million	-6,348 Reduced 15.18%	35,463 $4.51 Million
Q1 2022 Apr 27, 2022	SELL	$162.73 - $226.47 $567,764 - $790,153	-3,489 Reduced 7.7%	41,811 $7.87 Million
Q4 2021 Jan 24, 2022	BUY	$219.19 - $250.48 $7,233 - $8,265	33 Added 0.07%	45,300 $10.2 Million
Q3 2021 Oct 21, 2021	BUY	$235.18 - $252.25 $245,057 - $262,844	1,042 Added 2.36%	45,267 $10.7 Million
Q2 2021 Jul 29, 2021	BUY	$210.08 - $246.6 $1.65 Million - $1.94 Million	7,871 Added 21.65%	44,225 $10.8 Million
Q1 2021 May 13, 2021	BUY	$206.49 - $243.18 $96,017 - $113,078	465 Added 1.3%	36,354 $7.93 Million
Q4 2020 Jan 22, 2021	SELL	$186.35 - $219.82 $1.85 Million - $2.19 Million	-9,947 Reduced 21.7%	35,889 $7.62 Million
Q3 2020 Oct 14, 2020	BUY	$174.48 - $206.48 $1.97 Million - $2.33 Million	11,296 Added 32.7%	45,836 $8.63 Million
Q2 2020 Aug 06, 2020	BUY	$117.99 - $172.68 $3.71 Million - $5.44 Million	31,481 Added 1029.13%	34,540 $5.89 Million
Q1 2020 Apr 30, 2020	SELL	$107.38 - $154.58 $149,902 - $215,793	-1,396 Reduced 31.34%	3,059 $379,000
Q4 2019 Feb 14, 2020	BUY	$129.54 - $140.43 $97,673 - $105,884	754 Added 20.37%	4,455 $620,000
Q3 2019 Nov 08, 2019	SELL	$133.68 - $151.35 $43,713 - $49,491	-327 Reduced 8.12%	3,701 $498,000
Q2 2019 Aug 06, 2019	SELL	$132.96 - $149.21 $115,409 - $129,514	-868 Reduced 17.73%	4,028 $579,000
Q1 2019 May 13, 2019	BUY	$114.08 - $142.11 $558,535 - $695,770	4,896 New	4,896 $680,000

Others Institutions Holding FDN

# of Institutions

540

Shares Held

18.7M

Call Options Held

82.1K

Put Options Held

9.1K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
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Avantax Advisory Services, Inc. First Tr Fd Dow Jones Transaction History