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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.28K+ 627.47% |
$1.42M - $1.51M
|
6.12K
$1.65M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.11KNew |
$568K - $603K
|
2.11K
$568K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
57+ 0.62% |
$15.4K - $16.3K
|
9.24K
$2.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
387+ 2.57% |
$104K - $111K
|
15.5K
$4.16M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.75K- 73.17% |
$470K - $499K
|
640
$172K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
537+ 1142.55% |
$145K - $153K
|
584
$157K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 3.48% |
$1.89K - $2K
|
194
$52.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-800- 30.3% |
$215K - $229K
|
1.84K
$496K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
141+ 1.89% |
$38K - $40.3K
|
7.61K
$2.05M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-185- 0.71% |
$49.8K - $52.9K
|
25.9K
$6.96M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.06KNew |
$824K - $874K
|
3.06K
$824K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2- 0.27% |
$539 - $571
|
749
$202K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-306- 9.99% |
$82.4K - $87.4K
|
2.76K
$743K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-58- 2.55% |
$15.6K - $16.6K
|
2.21K
$596K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
958New |
$258K - $274K
|
958
$258K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-577- 1.24% |
$155K - $165K
|
46.1K
$12.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-6- 0.59% |
$1.62K - $1.71K
|
1K
$270K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.5% |
$4.04K - $4.29K
|
2.99K
$806K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
23+ 0.58% |
$6.19K - $6.57K
|
4.02K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1+ 0.04% |
$269 - $286
|
2.75K
$741K
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
9.49KNew |
$2.56M - $2.71M
|
9.49K
$2.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-362- 5.96% |
$97.5K - $103K
|
5.71K
$1.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
395New |
$106K - $113K
|
395
$106K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.98K+ 3.77% |
$802K - $851K
|
82K
$22.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-45- 4.85% |
$12.1K - $12.9K
|
882
$238K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-18- 0.75% |
$4.85K - $5.14K
|
2.38K
$642K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-189- 0.6% |
$50.9K - $54K
|
31.2K
$8.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
641+ 51.9% |
$173K - $183K
|
1.88K
$505K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-11- 0.45% |
$2.96K - $3.14K
|
2.45K
$659K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-713- 6.78% |
$192K - $204K
|
9.8K
$2.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 0.97% |
$53.9K - $57.1K
|
20.3K
$5.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
88+ 3.33% |
$23.7K - $25.1K
|
2.73K
$736K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13+ 1.18% |
$3.5K - $3.71K
|
1.12K
$301K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
SELL
|
- |
-3- 0.12% |
$808 - $857
|
2.44K
$656K
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-111- 1.43% |
$29.9K - $31.7K
|
7.68K
$2.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.54K+ 6.45% |
$414K - $439K
|
25.4K
$6.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
124+ 9.19% |
$33.4K - $35.4K
|
1.47K
$397K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-596- 14.65% |
$161K - $170K
|
3.47K
$935K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
75+ 5.84% |
$20.2K - $21.4K
|
1.36K
$366K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-433- 1.34% |
$117K - $124K
|
31.8K
$8.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
461+ 0.75% |
$124K - $132K
|
62.1K
$16.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-520- 1.56% |
$140K - $149K
|
32.9K
$8.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-476- 13.03% |
$128K - $136K
|
3.18K
$856K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-130- 13.68% |
$35K - $37.1K
|
820
$221K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-110- 9.6% |
$29.6K - $31.4K
|
1.04K
$279K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
42+ 0.76% |
$11.3K - $12K
|
5.56K
$1.5M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.78% |
$2.69K - $2.86K
|
1.27K
$342K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11+ 1.48% |
$2.96K - $3.14K
|
753
$203K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
SELL
|
- |
-171- 0.73% |
$46.1K - $48.9K
|
23.2K
$6.24M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7- 0.37% |
$1.89K - $2K
|
1.88K
$506K
|
|