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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
99New |
$19.8K - $26.7K
|
99
$26.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.25KNew |
$251K - $338K
|
1.25K
$338K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-274- 20.37% |
$54.9K - $73.8K
|
1.07K
$288K
|
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-276- 5.41% |
$55.3K - $74.3K
|
4.83K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-30- 0.96% |
$6.01K - $8.08K
|
3.09K
$831K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-28.6K- 99.48% |
$5.73M - $7.7M
|
150
$40.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
33+ 2.5% |
$6.61K - $8.89K
|
1.36K
$365K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
354New |
$70.9K - $95.3K
|
354
$95.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
43New |
$8.61K - $11.6K
|
43
$11.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.05% |
$1K - $1.35K
|
10.5K
$2.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-794- 50.25% |
$159K - $214K
|
786
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.2% |
$601 - $808
|
1.52K
$410K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
805New |
$161K - $217K
|
805
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.21K- 30.22% |
$242K - $326K
|
2.79K
$753K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-15- 1.41% |
$3K - $4.04K
|
1.05K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-28- 59.57% |
$5.61K - $7.54K
|
19
$5.12K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-79- 11.45% |
$15.8K - $21.3K
|
611
$165K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
797New |
$160K - $215K
|
797
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-195- 14.23% |
$39.1K - $52.5K
|
1.18K
$316K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.6K- 15.83% |
$321K - $432K
|
8.53K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
102New |
$20.4K - $27.5K
|
102
$27.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-21- 60.0% |
$4.21K - $5.66K
|
14
$3.77K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
388New |
$77.7K - $105K
|
388
$105K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-258- 25.6% |
$51.7K - $69.5K
|
750
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
493New |
$98.7K - $133K
|
493
$133K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
743New |
$149K - $200K
|
743
$200K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-8.09K- 64.74% |
$1.62M - $2.18M
|
4.4K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
811New |
$162K - $218K
|
811
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$20K - $26.9K
|
100
$26.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9- 0.54% |
$1.8K - $2.42K
|
1.67K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-11- 0.59% |
$2.2K - $2.96K
|
1.85K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
356New |
$71.3K - $95.9K
|
356
$95.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-149- 15.11% |
$29.8K - $40.1K
|
837
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-16- 0.85% |
$3.2K - $4.31K
|
1.87K
$503K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.26K- 18.43% |
$453K - $609K
|
10K
$2.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
887New |
$178K - $239K
|
887
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$20K - $26.9K
|
100
$26.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
784New |
$157K - $211K
|
784
$211K
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
127KNew |
$25.3M - $34.1M
|
127K
$34.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-398- 10.86% |
$79.7K - $107K
|
3.27K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1KNew |
$200K - $269K
|
1K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-359- 7.87% |
$71.9K - $96.7K
|
4.2K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
795New |
$159K - $214K
|
795
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-250- 15.63% |
$50.1K - $67.3K
|
1.35K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
65New |
$13K - $17.5K
|
65
$17.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.47% |
$1K - $1.35K
|
1.07K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
808New |
$162K - $218K
|
808
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
97New |
$19.4K - $26.1K
|
97
$26.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-179- 2.45% |
$35.9K - $48.2K
|
7.12K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
165+ 17.76% |
$33K - $44.4K
|
1.09K
$295K
|
|