Cahill Financial Advisors Inc First Tr Fd Dow Jones Transaction History

Cahill Financial Advisors Inc

$715 Million
Q4 2024

A detailed history of Cahill Financial Advisors Inc transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 4,841 shares of FDN stock, worth $1.17 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,841

Previous 2,945 64.38%

Holding current value

$1.17 Million

Previous $623,000 88.92%

% of portfolio

0.16%

Previous 0.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$210.5 - $257.24 $399,108 - $487,727	1,896 Added 64.38%	4,841 $1.18 Million
Q3 2024 Nov 12, 2024	BUY	$183.68 - $212.48 $26,266 - $30,384	143 Added 5.1%	2,945 $623,000
Q1 2024 May 13, 2024	SELL	$179.04 - $206.29 $537 - $618	-3 Reduced 0.11%	2,802 $574,000
Q4 2023 Feb 13, 2024	SELL	$147.79 - $188.39 $6,354 - $8,100	-43 Reduced 1.51%	2,805 $523,000
Q3 2023 Nov 14, 2023	SELL	$156.69 - $174.63 $940 - $1,047	-6 Reduced 0.21%	2,848 $454,000
Q2 2023 Aug 14, 2023	SELL	$137.79 - $164.55 $137 - $164	-1 Reduced 0.04%	2,854 $465,000
Q1 2023 May 11, 2023	SELL	$121.41 - $153.27 $51,235 - $64,679	-422 Reduced 12.88%	2,855 $422,000
Q4 2022 Feb 14, 2023	SELL	$116.11 - $135.9 $80,812 - $94,586	-696 Reduced 17.52%	3,277 $403,000
Q3 2022 Nov 14, 2022	SELL	$125.09 - $155.93 $32,523 - $40,541	-260 Reduced 6.14%	3,973 $501,000
Q2 2022 Aug 08, 2022	SELL	$122.23 - $195.51 $57,081 - $91,303	-467 Reduced 9.94%	4,233 $537,000
Q1 2022 May 12, 2022	SELL	$162.73 - $226.47 $75,018 - $104,402	-461 Reduced 8.93%	4,700 $883,000
Q4 2021 Feb 11, 2022	SELL	$219.19 - $250.48 $8,986 - $10,269	-41 Reduced 0.79%	5,161 $1.17 Million
Q3 2021 Nov 16, 2021	SELL	$235.18 - $252.25 $11,523 - $12,360	-49 Reduced 0.93%	5,202 $1.23 Million
Q1 2021 May 17, 2021	BUY	$206.49 - $243.18 $37,581 - $44,258	182 Added 3.59%	5,251 $1.15 Million
Q4 2020 Feb 17, 2021	BUY	$186.35 - $219.82 $78,080 - $92,104	419 Added 9.01%	5,069 $1.08 Million
Q3 2020 Nov 17, 2020	SELL	$174.48 - $206.48 $14,307 - $16,931	-82 Reduced 1.73%	4,650 $876,000
Q2 2020 Aug 12, 2020	SELL	$117.99 - $172.68 $51,679 - $75,633	-438 Reduced 8.47%	4,732 $807,000
Q1 2020 May 18, 2020	BUY	$107.38 - $154.58 $155,915 - $224,450	1,452 Added 39.05%	5,170 $640,000
Q1 2020 May 15, 2020	BUY	$107.38 - $154.58 $399,238 - $574,728	3,718 New	3,718 $1.06 Million
Q4 2019 Feb 14, 2020	SELL	$129.54 - $140.43 $706,252 - $765,624	-5,452 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$133.68 - $151.35 $13,368 - $15,135	100 Added 1.87%	5,452 $734,000
Q2 2019 Aug 14, 2019	BUY	$132.96 - $149.21 $74,191 - $83,259	558 Added 11.64%	5,352 $770,000
Q1 2019 May 16, 2019	SELL	$114.08 - $142.11 $22,701 - $28,279	-199 Reduced 3.99%	4,794 $666,000
Q4 2018 Feb 15, 2019	BUY	$107.21 - $140.59 $137,121 - $179,814	1,279 Added 34.44%	4,993 $583,000
Q2 2018 Aug 15, 2018	BUY	$117.23 - $144.91 $120,981 - $149,547	1,032 Added 38.48%	3,714 $512,000
Q1 2018 May 15, 2018	SELL	$111.07 - $131.25 $23,768 - $28,087	-214 Reduced 7.39%	2,682 $324,000
Q4 2017 Feb 13, 2018	BUY	$102.74 - $112.17 $41,096 - $44,868	400 Added 16.03%	2,896 $319,000
Q3 2017 Nov 14, 2017	SELL	$99.66 - $102.36 $3,787 - $3,889	-38 Reduced 1.5%	2,496 $256,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,534	2,534 $241,000

Others Institutions Holding FDN

# of Institutions

624

Shares Held

17M

Call Options Held

77.6K

Put Options Held

83.1K

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About FIRST TR FD DOW JONES

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Cahill Financial Advisors Inc First Tr Fd Dow Jones Transaction History