F Dx Advisors, Inc. First Tr Fd Dow Jones Transaction History

F Dx Advisors, Inc.

$367 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 07, 2019	SELL	$133.68 - $151.35 $209,075 - $236,711	-1,564 Closed	0 $0
Q2 2019 Jul 19, 2019	SELL	$132.96 - $149.21 $351,546 - $394,511	-2,644 Reduced 62.83%	1,564 $225,000
Q1 2019 May 14, 2019	BUY	$114.08 - $142.11 $37,076 - $46,185	325 Added 8.37%	4,208 $584,000
Q4 2018 Feb 07, 2019	BUY	$107.21 - $140.59 $213,562 - $280,055	1,992 Added 105.34%	3,883 $453,000
Q3 2018 Nov 13, 2018	SELL	$135.4 - $147.65 $350,279 - $381,970	-2,587 Reduced 57.77%	1,891 $268,000
Q2 2018 Aug 08, 2018	BUY	$117.23 - $144.91 $524,955 - $648,906	4,478 New	4,478 $616,000
Q1 2018 May 02, 2018	SELL	$111.07 - $131.25 $423,398 - $500,325	-3,812 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$102.74 - $112.17 $391,644 - $427,592	3,812	3,812 $419,000

Others Institutions Holding FDN

# of Institutions

548

Shares Held

16.3M

Call Options Held

91.2K

Put Options Held

79.6K

First Trust Advisors LP Wheaton, IL

3.8M
Shares

$959 Million
0.8% of portfolio
Morgan Stanley New York, NY

1.35M
Shares

$341 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$257 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$225 Million
0.01% of portfolio
Ubs Group Ag

754K
Shares

$190 Million
0.04% of portfolio

About FIRST TR FD DOW JONES

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