Coastal Investment Advisors, Inc. First Tr Exchange Traded Fd Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 7,747 shares of FXD stock, worth $506,731. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,747

Previous 8,494 8.79%

Holding current value

$506,731

Previous $508,000 3.54%

% of portfolio

0.23%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$56.55 - $63.72 $42,242 - $47,598	-747 Reduced 8.79%	7,747 $490,000
Q2 2024 Jul 15, 2024	SELL	$58.3 - $64.09 $66,170 - $72,742	-1,135 Reduced 11.79%	8,494 $508,000
Q1 2024 Apr 19, 2024	BUY	$56.49 - $64.54 $17,059 - $19,491	302 Added 3.24%	9,629 $621,000
Q4 2023 Jan 19, 2024	BUY	$46.79 - $59.42 $26,951 - $34,225	576 Added 6.58%	9,327 $550,000
Q2 2023 Aug 09, 2023	BUY	$49.26 - $55.21 $431,074 - $483,142	8,751 New	8,751 $483,000
Q2 2022 Aug 09, 2022	SELL	$43.78 - $55.49 $438,719 - $556,065	-10,021 Closed	0 $0
Q1 2022 Apr 13, 2022	BUY	$51.73 - $62.62 $22,243 - $26,926	430 Added 4.48%	10,021 $546,000
Q2 2021 Jul 15, 2021	BUY	$58.03 - $61.76 $69,636 - $74,112	1,200 Added 14.3%	9,591 $582,000
Q1 2021 Apr 12, 2021	SELL	$49.96 - $61.06 $147,132 - $179,821	-2,945 Reduced 25.98%	8,391 $488,000
Q4 2020 Jan 13, 2021	BUY	$42.4 - $51.13 $16,366 - $19,736	386 Added 3.53%	11,336 $577,000
Q3 2020 Oct 23, 2020	BUY	$37.31 - $44.6 $408,544 - $488,370	10,950 New	10,950 $466,000

Others Institutions Holding FXD

# of Institutions

140

Shares Held

21.5M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
Sector ETFs
Industry ETFs

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Coastal Investment Advisors, Inc. First Tr Exchange Traded Fd Transaction History