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 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.97KNew |
$532K - $613K
|
2.97K
$717K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 16.67% |
$4.48K - $5.16K
|
125
$30.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-33- 1.07% |
$5.91K - $6.81K
|
3.06K
$739K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-16- 2.03% |
$2.86K - $3.3K
|
774
$187K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
74New |
$13.2K - $15.3K
|
74
$17.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2- 0.04% |
$358 - $413
|
5.42K
$1.31M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
21+ 1.31% |
$3.76K - $4.33K
|
1.63K
$393K
|
|
| Q4 2023 | |||||||
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
575New |
$85K - $108K
|
575
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.16KNew |
$171K - $219K
|
1.16K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.05KNew |
$451K - $575K
|
3.05K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
22+ 122.22% |
$3.25K - $4.14K
|
40
$9.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
15.6K+ 40.53% |
$2.3M - $2.94M
|
54K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
239New |
$35.3K - $45K
|
239
$57.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
495New |
$73.2K - $93.3K
|
495
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
23New |
$3.4K - $4.33K
|
23
$5.55K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.77KNew |
$409K - $521K
|
2.77K
$668K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.74KNew |
$848K - $1.08M
|
5.74K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.31K- 20.03% |
$193K - $246K
|
5.22K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22New |
$3.25K - $4.14K
|
22
$5.31K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
965+ 95.92% |
$143K - $182K
|
1.97K
$476K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.57K- 37.22% |
$380K - $485K
|
4.34K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.23KNew |
$181K - $231K
|
1.23K
$296K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25New |
$3.69K - $4.71K
|
25
$6.04K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
58New |
$8.57K - $10.9K
|
58
$14K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-40- 2.71% |
$5.91K - $7.54K
|
1.43K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
328New |
$48.5K - $61.8K
|
328
$79.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-11- 0.26% |
$1.63K - $2.07K
|
4.24K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
155New |
$22.9K - $29.2K
|
155
$37.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.79K- 11.19% |
$264K - $336K
|
14.2K
$3.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10New |
$1.48K - $1.88K
|
10
$2.41K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9New |
$1.33K - $1.7K
|
9
$2.17K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.24KNew |
$184K - $234K
|
1.24K
$300K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.9KNew |
$2.5M - $3.18M
|
16.9K
$4.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.6K- 94.12% |
$236K - $301K
|
100
$24.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-1.4K- 82.35% |
$207K - $264K
|
300
$72.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.21KNew |
$179K - $229K
|
1.21K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-135- 27.22% |
$20K - $25.4K
|
361
$87.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
81+ 6.08% |
$12K - $15.3K
|
1.41K
$341K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-99- 33.11% |
$15.5K - $17.3K
|
200
$48.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$47K - $52.4K
|
300
$72.4K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-120- 93.02% |
$18.8K - $21K
|
9
$2.17K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.06KNew |
$480K - $535K
|
3.06K
$739K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8KNew |
$1.25M - $1.4M
|
8K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-51K- 70.13% |
$7.99M - $8.91M
|
21.7K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
175New |
$27.4K - $30.6K
|
175
$42.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.03KNew |
$319K - $355K
|
2.03K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
29.4KNew |
$4.6M - $5.13M
|
29.4K
$7.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35New |
$5.48K - $6.11K
|
35
$8.45K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
645New |
$101K - $113K
|
645
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
264+ 3.39% |
$41.4K - $46.1K
|
8.05K
$1.94M
|
|