F Dx Advisors, Inc. Ishares Tr Core Aggressive All Transaction History

F Dx Advisors, Inc.

$659 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$58.69 - $69.52 $10.2 Million - $12.1 Million	-173,430 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$65.0 - $73.15 $11.3 Million - $12.7 Million	173,430 New	173,430 $12 Million
Q3 2019 Nov 07, 2019	SELL	$52.61 - $55.45 $372,163 - $392,253	-7,074 Closed	0 $0
Q1 2019 May 14, 2019	SELL	$47.96 - $53.89 $154,766 - $173,903	-3,227 Reduced 31.33%	7,074 $379,000
Q4 2018 Feb 07, 2019	BUY	$47.04 - $54.74 $144,177 - $167,778	3,065 Added 42.36%	10,301 $500,000

Q1 2018 May 02, 2018	SELL	$52.32 - $56.92 $617,114 - $671,371	-11,795 Reduced 61.98%	7,236 $387,000
Q4 2017 Feb 09, 2018	BUY	$53.61 - $55.82 $83,577 - $87,023	1,559 Added 8.92%	19,031 $1.03 Million
Q3 2017 Nov 03, 2017	BUY	$53.19 - $53.58 $25,371 - $25,557	477 Added 2.81%	17,472 $936,000
Q2 2017 Aug 11, 2017	BUY	N/A	16,995	16,995 $880,000

Others Institutions Holding AOA

# of Institutions

319

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

North Star Asset Management LLC /Nj/ Hackettstown, NJ

2.19M
Shares

$164 Million
1.68% of portfolio
Rockefeller Capital Management L.P. New York, NY

465K
Shares

$34.6 Million
0.1% of portfolio
Assetmark, Inc

347K
Shares

$25.9 Million
0.08% of portfolio
Cambridge Investment Research Advisors, Inc.

204K
Shares

$15.2 Million
0.06% of portfolio
Mesirow Financial Investment Management, Inc.

171K
Shares

$12.7 Million
0.29% of portfolio

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