Coppell Advisory Solutions LLC First Tr Fd Dow Jones Transaction History

Coppell Advisory Solutions LLC

$502 Billion
Q4 2023

A detailed history of Coppell Advisory Solutions LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 13,992 shares of FDN stock, worth $2.87 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

13,992

Previous 6,704 108.71%

Holding current value

$2.87 Million

Previous $826 Million 216.17%

% of portfolio

0.52%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$147.79 - $188.39 $1.08 Million - $1.37 Million	7,288 Added 108.71%	13,992 $2.61 Billion
Q3 2023 Nov 14, 2023	SELL	$156.69 - $174.63 $1.08 Million - $1.2 Million	-6,864 Reduced 50.59%	6,704 $826 Million
Q2 2023 Aug 17, 2023	SELL	$137.79 - $164.55 $110,920 - $132,462	-805 Reduced 5.6%	13,568 $2.19 Billion
Q1 2023 May 19, 2023	BUY	$121.41 - $153.27 $931,093 - $1.18 Million	7,669 Added 114.39%	14,373 $2.07 Billion
Q4 2022 May 19, 2023	SELL	$116.11 - $134.52 $299,215 - $346,658	-2,577 Reduced 27.77%	6,704 $826 Million

Q4 2020 Mar 10, 2021	BUY	$186.35 - $219.82 $1.73 Million - $2.04 Million	9,281 New	9,281 $1.97 Million

Others Institutions Holding FDN

# of Institutions

537

Shares Held

18.7M

Call Options Held

82.1K

Put Options Held

9.1K

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About FIRST TR FD DOW JONES

Ticker FDN
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Coppell Advisory Solutions LLC First Tr Fd Dow Jones Transaction History