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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
14New |
$1.7K - $2.15K
|
14
$3.38K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
39New |
$4.73K - $5.98K
|
39
$9.42K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
113New |
$13.7K - $17.3K
|
113
$27.3K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
42New |
$5.1K - $6.44K
|
42
$10.1K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.6KNew |
$1.65M - $2.08M
|
13.6K
$3.28M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
135New |
$16.4K - $20.7K
|
135
$32.6K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
44New |
$5.34K - $6.74K
|
44
$10.6K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-283- 16.57% |
$34.4K - $43.4K
|
1.43K
$344K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
57KNew |
$6.92M - $8.74M
|
57K
$13.8M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-302- 3.98% |
$36.7K - $46.3K
|
7.29K
$1.76M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
233New |
$28.3K - $35.7K
|
233
$56.3K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
59New |
$7.16K - $9.04K
|
59
$14.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
197New |
$23.9K - $30.2K
|
197
$47.6K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
750New |
$91.1K - $115K
|
750
$181K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
50New |
$6.07K - $7.66K
|
50
$12.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-250- 41.67% |
$30.4K - $38.3K
|
350
$84.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
419New |
$50.9K - $64.2K
|
419
$101K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-54- 7.37% |
$6.56K - $8.28K
|
679
$164K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
1.36KNew |
$165K - $209K
|
1.36K
$329K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.37KNew |
$166K - $210K
|
1.37K
$331K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-278- 63.91% |
$33.8K - $42.6K
|
157
$37.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-83- 82.18% |
$10.1K - $12.7K
|
18
$4.35K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.28KClosed |
$264K - $309K
|
0
$0
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
54New |
$6.27K - $7.34K
|
54
$13K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
19.4KNew |
$2.25M - $2.63M
|
19.4K
$4.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
187New |
$21.7K - $25.4K
|
187
$45.2K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.96K- 10.39% |
$228K - $267K
|
16.9K
$4.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
255New |
$29.6K - $34.7K
|
255
$61.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
12.4KNew |
$1.44M - $1.69M
|
12.4K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2.31KNew |
$268K - $313K
|
2.31K
$557K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
88KNew |
$10.2M - $12M
|
88K
$21.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-125- 96.15% |
$14.5K - $17K
|
5
$1.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-9.1K- 27.25% |
$1.06M - $1.24M
|
24.3K
$5.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-550- 14.27% |
$63.9K - $74.7K
|
3.31K
$798K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
520+ 57.78% |
$60.4K - $70.7K
|
1.42K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-95- 1.57% |
$11K - $12.9K
|
5.95K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
38New |
$4.41K - $5.16K
|
38
$9.18K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
450New |
$52.2K - $61.2K
|
450
$109K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 1.77% |
$5.81K - $6.8K
|
2.77K
$669K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
285New |
$33.1K - $38.7K
|
285
$68.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.01K+ 402.87% |
$814K - $953K
|
8.75K
$2.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
230New |
$26.7K - $31.3K
|
230
$55.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4New |
$464 - $544
|
4
$966
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
206New |
$23.9K - $28K
|
206
$49.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-597- 10.48% |
$69.3K - $81.1K
|
5.1K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 5.63% |
$6.97K - $8.15K
|
1.01K
$243K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.47K- 14.2% |
$171K - $200K
|
8.9K
$2.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
112New |
$13K - $15.2K
|
112
$27K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
239New |
$27.8K - $32.5K
|
239
$57.7K
|
|