Coastal Investment Advisors, Inc. First Tr Fd Dow Jones Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 2,740 shares of FDN stock, worth $690,973. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,740

Previous 3,015 9.12%

Holding current value

$690,973

Previous $617,000 6.0%

% of portfolio

0.27%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$183.68 - $212.48 $50,512 - $58,432	-275 Reduced 9.12%	2,740 $580,000
Q2 2024 Jul 15, 2024	SELL	$192.91 - $207.84 $98,384 - $105,998	-510 Reduced 14.47%	3,015 $617,000
Q1 2024 Apr 19, 2024	BUY	$179.04 - $206.29 $17,904 - $20,629	100 Added 2.92%	3,525 $722,000
Q4 2023 Jan 19, 2024	BUY	$147.79 - $188.39 $506,180 - $645,235	3,425 New	3,425 $638,000
Q3 2022 Oct 27, 2022	BUY	$125.09 - $155.93 $30,021 - $37,423	240 New	240 $30,000
Q1 2021 Apr 12, 2021	SELL	$206.49 - $243.18 $660,974 - $778,419	-3,201 Closed	0 $0
Q4 2020 Jan 13, 2021	BUY	$186.35 - $219.82 $17,703 - $20,882	95 Added 3.06%	3,201 $679,000
Q3 2020 Oct 23, 2020	SELL	$174.48 - $206.48 $13,086 - $15,486	-75 Reduced 2.36%	3,106 $585,000
Q2 2020 Jul 16, 2020	SELL	$117.99 - $172.68 $15,574 - $22,793	-132 Reduced 3.98%	3,181 $542,000
Q1 2020 Apr 23, 2020	BUY	$107.38 - $154.58 $35,328 - $50,856	329 Added 11.03%	3,313 $410,000
Q4 2019 Feb 05, 2020	BUY	$129.54 - $140.43 $43,266 - $46,903	334 Added 12.6%	2,984 $411,000
Q3 2019 Oct 18, 2019	BUY	$133.68 - $151.35 $9,758 - $11,048	73 Added 2.83%	2,650 $355,000
Q2 2019 Aug 01, 2019	BUY	$132.96 - $149.21 $168,859 - $189,496	1,270 Added 97.17%	2,577 $370,000
Q1 2019 May 15, 2019	BUY	$114.08 - $142.11 $149,102 - $185,737	1,307 New	1,307 $182,000

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

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About FIRST TR FD DOW JONES

Ticker FDN
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Coastal Investment Advisors, Inc. First Tr Fd Dow Jones Transaction History