Latest Institutional Transactions on First Tr Fd Dow Jones (FDN)
This table provides information on the latest institutional transactions involving First Tr Fd Dow Jones (FDN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-39- 97.5% |
$8.63K - $10.4K
|
1
$212
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 3.69% |
$44.3K - $53.4K
|
5.23K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-739- 13.86% |
$164K - $197K
|
4.59K
$974K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.05K+ 213.47% |
$232K - $279K
|
1.54K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
19+ 0.79% |
$4.21K - $5.07K
|
2.44K
$516K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-283- 10.25% |
$62.7K - $75.5K
|
2.48K
$525K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
910New |
$201K - $243K
|
910
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.2K- 14.13% |
$265K - $320K
|
7.29K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 1.33% |
$287K - $346K
|
96.5K
$20.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.18KNew |
$2.03M - $2.45M
|
9.18K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-281- 22.18% |
$62.2K - $75K
|
986
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1KNew |
$221K - $267K
|
1K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-174- 10.21% |
$38.5K - $46.4K
|
1.53K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-253- 2.91% |
$56K - $67.5K
|
8.45K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
73+ 8.64% |
$16.2K - $19.5K
|
918
$195K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
929New |
$206K - $248K
|
929
$197K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-106- 1.22% |
$23.5K - $28.3K
|
8.56K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-405- 16.0% |
$89.7K - $108K
|
2.13K
$451K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-232- 5.7% |
$51.4K - $61.9K
|
3.84K
$813K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.38K- 8.54% |
$306K - $369K
|
14.8K
$3.14M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-166- 46.11% |
$36.7K - $44.3K
|
194
$41.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-238- 4.19% |
$52.7K - $63.5K
|
5.45K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-541- 1.65% |
$120K - $144K
|
32.3K
$6.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15- 0.35% |
$3.32K - $4K
|
4.25K
$901K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-576- 1.92% |
$128K - $154K
|
29.4K
$6.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
46+ 2.23% |
$10.2K - $12.3K
|
2.11K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
220New |
$48.7K - $58.7K
|
220
$46.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-28- 1.74% |
$6.2K - $7.47K
|
1.58K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-88- 2.02% |
$19.5K - $23.5K
|
4.27K
$905K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-99- 9.31% |
$21.9K - $26.4K
|
964
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
704+ 13.5% |
$156K - $188K
|
5.92K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-241K- 99.55% |
$53.3M - $64.3M
|
1.09K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-75- 7.2% |
$16.6K - $20K
|
967
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-42- 2.44% |
$9.3K - $11.2K
|
1.68K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.1K- 17.87% |
$242K - $292K
|
5.03K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
21+ 0.15% |
$4.65K - $5.6K
|
14.3K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-3.62K- 3.68% |
$802K - $967K
|
94.8K
$20.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115+ 85.19% |
$25.5K - $30.7K
|
250
$53K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
66+ 0.2% |
$14.6K - $17.6K
|
33.7K
$7.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-702- 13.81% |
$155K - $187K
|
4.38K
$928K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-146- 10.3% |
$32.3K - $39K
|
1.27K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.04KNew |
$230K - $278K
|
1.04K
$220K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-384- 10.87% |
$85K - $102K
|
3.15K
$668K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.54K- 8.16% |
$784K - $945K
|
39.8K
$8.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 1.29% |
$11.1K - $13.3K
|
3.82K
$809K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.7K- 43.49% |
$1.04M - $1.25M
|
6.11K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.3KNew |
$1.62M - $1.95M
|
7.3K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.34% |
$4.87K - $5.87K
|
6.39K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-270- 10.44% |
$59.8K - $72.1K
|
2.32K
$491K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
83+ 6.14% |
$18.4K - $22.1K
|
1.43K
$304K
|