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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-30- 5.64% |
$4.7K - $5.24K
|
502
$121K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
53+ 4.96% |
$8.3K - $9.26K
|
1.12K
$271K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1KNew |
$157K - $175K
|
1K
$241K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47New |
$7.36K - $8.21K
|
47
$11.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.83KNew |
$287K - $320K
|
1.83K
$442K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
17.9KNew |
$2.8M - $3.12M
|
17.9K
$4.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.7KNew |
$2.46M - $2.75M
|
15.7K
$3.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$1.7M - $1.89M
|
10.8K
$2.62M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6K- 3.47% |
$939K - $1.05M
|
167K
$40.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
215New |
$33.7K - $37.5K
|
215
$51.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
13.1KNew |
$2.05M - $2.28M
|
13.1K
$3.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100New |
$15.7K - $17.5K
|
100
$24.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$627 - $699
|
4
$966
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
PUT |
7KNew |
$1.1M - $1.22M
|
7K
$1.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
90New |
$14.1K - $15.7K
|
90
$21.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
BUY
|
- |
2.17MNew |
$340M - $379M
|
2.17M
$524M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-99- 33.11% |
$15.5K - $17.3K
|
200
$48.3K
|
|
| Q2 2023 | |||||||
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$310K - $371K
|
2.25K
$544K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-43- 97.73% |
$5.92K - $7.08K
|
1
$241
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
13.5KNew |
$1.85M - $2.21M
|
13.5K
$3.25M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24New |
$3.31K - $3.95K
|
24
$5.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
6.14KNew |
$845K - $1.01M
|
6.14K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1KNew |
$138K - $165K
|
1K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-65- 2.99% |
$8.96K - $10.7K
|
2.11K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
14.9K+ 476.4% |
$2.05M - $2.45M
|
18K
$4.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
76New |
$10.5K - $12.5K
|
76
$18.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5- 0.35% |
$689 - $823
|
1.41K
$341K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-63- 48.09% |
$8.68K - $10.4K
|
68
$16.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
277New |
$38.2K - $45.6K
|
277
$66.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.94K+ 87.96% |
$268K - $320K
|
4.15K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.79KNew |
$246K - $294K
|
1.79K
$431K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-43K- 81.31% |
$5.93M - $7.08M
|
9.89K
$2.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-61- 0.93% |
$8.41K - $10K
|
6.49K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.9KNew |
$1.64M - $1.96M
|
11.9K
$2.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-40- 1.88% |
$5.51K - $6.58K
|
2.08K
$503K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-270- 51.92% |
$37.2K - $44.4K
|
250
$60.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-503- 19.59% |
$69.3K - $82.8K
|
2.07K
$499K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.28KNew |
$177K - $211K
|
1.28K
$310K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
404New |
$55.7K - $66.5K
|
404
$97.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.27KNew |
$175K - $209K
|
1.27K
$306K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-211- 4.25% |
$29.1K - $34.7K
|
4.76K
$1.15M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-565- 5.76% |
$77.9K - $93K
|
9.25K
$2.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-580- 9.5% |
$79.9K - $95.4K
|
5.53K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-63- 57.8% |
$8.68K - $10.4K
|
46
$11.1K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.4KClosed |
$412K - $521K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1Closed |
$121 - $153
|
0
$0
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-97- 4.93% |
$11.8K - $14.9K
|
1.87K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-780- 24.0% |
$94.7K - $120K
|
2.47K
$596K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.18K- 45.72% |
$143K - $181K
|
1.4K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-40- 0.55% |
$4.86K - $6.13K
|
7.17K
$1.73M
|
|