Cedar Mountain Advisors, LLC First Tr Fd Dow Jones Transaction History

Cedar Mountain Advisors, LLC

$442 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 11, 2023	SELL	$121.41 - $153.27 $10,077 - $12,721	-83 Reduced 82.18%	18 $2,000
Q3 2022 Oct 11, 2022	SELL	$125.09 - $155.93 $34,149 - $42,568	-273 Reduced 72.99%	101 $13,000
Q2 2022 Jul 14, 2022	SELL	$122.23 - $195.51 $659,553 - $1.05 Million	-5,396 Reduced 93.52%	374 $48,000
Q1 2022 Apr 14, 2022	SELL	$162.73 - $226.47 $60,372 - $84,020	-371 Reduced 6.04%	5,770 $1.08 Million
Q4 2021 Jan 24, 2022	BUY	$219.19 - $250.48 $30,905 - $35,317	141 Added 2.35%	6,141 $1.39 Million
Q3 2021 Oct 15, 2021	BUY	$235.18 - $252.25 $26,104 - $27,999	111 Added 1.88%	6,000 $1.42 Million
Q2 2021 Jul 15, 2021	BUY	$210.08 - $246.6 $102,308 - $120,094	487 Added 9.02%	5,889 $1.44 Million
Q1 2021 Apr 23, 2021	BUY	$206.49 - $243.18 $33,244 - $39,151	161 Added 3.07%	5,402 $1.18 Million
Q4 2020 Jan 28, 2021	BUY	$186.35 - $219.82 $30,747 - $36,270	165 Added 3.25%	5,241 $1.11 Million
Q3 2020 Oct 21, 2020	SELL	$174.48 - $206.48 $59,323 - $70,203	-340 Reduced 6.28%	5,076 $956,000
Q2 2020 Jul 20, 2020	SELL	$117.99 - $172.68 $85,424 - $125,020	-724 Reduced 11.79%	5,416 $923,000
Q1 2020 Apr 27, 2020	BUY	$107.38 - $154.58 $41,663 - $59,977	388 Added 6.75%	6,140 $760,000
Q4 2019 Jan 30, 2020	BUY	$129.54 - $140.43 $745,114 - $807,753	5,752 New	5,752 $800,000

Others Institutions Holding FDN

# of Institutions

545

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$907 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$323 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$243 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$212 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$180 Million
0.04% of portfolio

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