Westside Investment Management, Inc. First Tr Fd Dow Jones Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Westside Investment Management, Inc. holds 8,068 shares of FDN stock, worth $2.03 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

8,068

Previous 8,268 2.42%

Holding current value

$2.03 Million

Previous $1.69 Billion 0.45%

% of portfolio

0.36%

Previous 0.39%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	SELL	$183.68 - $212.48 $36,736 - $42,496	-200 Reduced 2.42%	8,068 $1.7 Billion
Q2 2024 Jul 17, 2024	SELL	$192.91 - $207.84 $23,920 - $25,772	-124 Reduced 1.48%	8,268 $1.69 Billion
Q1 2024 Apr 19, 2024	SELL	$179.04 - $206.29 $16,471 - $18,978	-92 Reduced 1.08%	8,392 $1.72 Billion
Q4 2023 Jan 12, 2024	BUY	$147.79 - $188.39 $23,646 - $30,142	160 Added 1.92%	8,484 $1.58 Billion
Q2 2023 Jul 14, 2023	SELL	$137.79 - $164.55 $236,309 - $282,203	-1,715 Reduced 17.08%	8,324 $1.36 Billion
Q1 2023 May 17, 2023	SELL	$121.41 - $153.27 $867,474 - $1.1 Million	-7,145 Reduced 41.58%	10,039 $1.45 Billion
Q4 2022 Jan 31, 2023	BUY	$116.11 - $135.9 $74,890 - $87,655	645 Added 3.9%	17,184 $256 Million
Q3 2022 Nov 09, 2022	BUY	$125.09 - $155.93 $354,630 - $442,061	2,835 Added 20.69%	16,539 $388 Million
Q2 2022 Jul 15, 2022	BUY	$122.23 - $195.51 $373,290 - $597,087	3,054 Added 28.68%	13,704 $1.74 Million
Q1 2022 Apr 25, 2022	BUY	$162.73 - $226.47 $944,810 - $1.31 Million	5,806 Added 119.86%	10,650 $2 Million
Q4 2021 Feb 15, 2022	BUY	$219.19 - $250.48 $21,919 - $25,048	100 Added 2.11%	4,844 $1.1 Million
Q3 2021 Oct 27, 2021	SELL	$235.18 - $252.25 $4,938 - $5,297	-21 Reduced 0.44%	4,744 $1.12 Million
Q2 2021 Jul 28, 2021	BUY	$210.08 - $246.6 $69,326 - $81,378	330 Added 7.44%	4,765 $1.17 Million
Q1 2021 Apr 14, 2021	BUY	$206.49 - $243.18 $132,153 - $155,635	640 Added 16.86%	4,435 $967,000
Q4 2020 Jan 15, 2021	BUY	$186.35 - $219.82 $236,664 - $279,171	1,270 Added 50.3%	3,795 $805,000
Q3 2020 Oct 14, 2020	BUY	$174.48 - $206.48 $8,724 - $10,324	50 Added 2.02%	2,525 $475,000
Q2 2020 Jul 21, 2020	SELL	$117.99 - $172.68 $82,003 - $120,012	-695 Reduced 21.92%	2,475 $422,000
Q1 2020 Apr 16, 2020	BUY	$107.38 - $154.58 $251,806 - $362,490	2,345 Added 284.24%	3,170 $392,000
Q2 2019 Jul 24, 2019	SELL	$132.96 - $149.21 $1.03 Million - $1.15 Million	-7,735 Reduced 90.36%	825 $118,000
Q4 2018 Feb 05, 2019	BUY	$107.21 - $140.59 $917,717 - $1.2 Million	8,560 New	8,560 $998,000
Q3 2018 Nov 08, 2018	SELL	$135.4 - $147.65 $426,510 - $465,097	-3,150 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$117.23 - $144.91 $193,429 - $239,101	1,650 Added 110.0%	3,150 $0
Q1 2018 Apr 16, 2018	BUY	$111.07 - $131.25 $133,284 - $157,500	1,200 Added 400.0%	1,500 $0
Q4 2017 Feb 15, 2018	BUY	$102.74 - $112.17 $30,822 - $33,651	300	300 $0

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

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Westside Investment Management, Inc. First Tr Fd Dow Jones Transaction History