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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.7KNew |
$3.51M - $4.28M
|
16.7K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-54- 4.09% |
$11.4K - $13.9K
|
1.27K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.05KNew |
$431K - $527K
|
2.05K
$551K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$1.05K - $1.29K
|
5
$1.35K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
76+ 20.71% |
$16K - $19.6K
|
443
$119K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.32KNew |
$910K - $1.11M
|
4.32K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.06% |
$211 - $257
|
1.72K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-466- 3.5% |
$98.1K - $120K
|
12.8K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
150New |
$31.6K - $38.6K
|
150
$40.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
207New |
$43.6K - $53.2K
|
207
$55.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
99+ 7.26% |
$20.8K - $25.5K
|
1.46K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13+ 0.4% |
$2.74K - $3.34K
|
3.27K
$880K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.5KNew |
$4.52M - $5.52M
|
21.5K
$5.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
180New |
$37.9K - $46.3K
|
180
$48.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$253K - $309K
|
1.2K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.2KNew |
$463K - $565K
|
2.2K
$592K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
50New |
$10.5K - $12.9K
|
50
$13.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$31.6K - $38.6K
|
150
$40.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
46New |
$9.68K - $11.8K
|
46
$12.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-596- 9.6% |
$125K - $153K
|
5.62K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.05KNew |
$220K - $269K
|
1.05K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6- 5.5% |
$1.26K - $1.54K
|
103
$27.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
191New |
$40.2K - $49.1K
|
191
$51.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
76New |
$16K - $19.6K
|
76
$20.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-118- 2.59% |
$24.8K - $30.4K
|
4.43K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.51% |
$211 - $257
|
196
$52.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-299- 22.23% |
$62.9K - $76.9K
|
1.05K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
290New |
$61K - $74.6K
|
290
$78.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.63KNew |
$342K - $419K
|
1.63K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-101- 7.56% |
$21.3K - $26K
|
1.24K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-179- 72.76% |
$37.7K - $46K
|
67
$18K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
12New |
$2.53K - $3.09K
|
12
$3.23K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
8.4KNew |
$1.77M - $2.16M
|
8.4K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
1.5KNew |
$315K - $385K
|
1.5K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
46+ 0.92% |
$9.68K - $11.8K
|
5.03K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-113- 4.31% |
$23.8K - $29.1K
|
2.51K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
931New |
$196K - $239K
|
931
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-40- 10.87% |
$8.42K - $10.3K
|
328
$88.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
268+ 4.52% |
$56.4K - $68.9K
|
6.2K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 50.0% |
$12.6K - $15.4K
|
60
$16.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$52.6K - $64.3K
|
250
$67.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.39KNew |
$292K - $357K
|
1.39K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
398New |
$83.8K - $102K
|
398
$107K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-250- 19.04% |
$52.6K - $64.3K
|
1.06K
$286K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
242New |
$50.9K - $62.3K
|
242
$65.2K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-300- 4.28% |
$55.1K - $63.7K
|
6.71K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.43% |
$918 - $1.06K
|
1.16K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-72.9K- 85.76% |
$13.4M - $15.5M
|
12.1K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$202K - $234K
|
1.1K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-202- 61.4% |
$37.1K - $42.9K
|
127
$34.2K
|
|