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 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.67KClosed |
$204K - $326K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-138Closed |
$16.9K - $27K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.09KClosed |
$255K - $408K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 16.67% |
$978 - $1.56K
|
40
$9.66K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.21KClosed |
$147K - $236K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-148- 30.96% |
$18.1K - $28.9K
|
330
$79.7K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-48Closed |
$5.87K - $9.38K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-450Closed |
$55K - $88K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.22KClosed |
$149K - $238K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
50.3K+ 50.33% |
$6.14M - $9.83M
|
150K
$36.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.38KClosed |
$168K - $269K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.36KClosed |
$166K - $266K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.8KClosed |
$221K - $353K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
2.11KNew |
$257K - $412K
|
2.11K
$508K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.14KClosed |
$139K - $222K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.5KClosed |
$306K - $489K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.19KNew |
$389K - $623K
|
3.19K
$769K
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.04KClosed |
$860K - $1.38M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
399New |
$48.8K - $78K
|
399
$96.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.26KClosed |
$154K - $246K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.63KClosed |
$199K - $318K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-29.1KClosed |
$3.56M - $5.69M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.08KClosed |
$132K - $211K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
14KNew |
$1.71M - $2.74M
|
14K
$3.38M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-124Closed |
$15.2K - $24.2K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-238- 12.21% |
$29.1K - $46.5K
|
1.71K
$413K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.86KClosed |
$227K - $363K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
2.73KNew |
$333K - $533K
|
2.73K
$658K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.52KClosed |
$186K - $298K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-100Closed |
$12.2K - $19.6K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.4KClosed |
$293K - $469K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.3KClosed |
$159K - $255K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.75K+ 2868.75% |
$337K - $538K
|
2.85K
$688K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.68KNew |
$205K - $328K
|
1.68K
$406K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
14.7KNew |
$1.8M - $2.88M
|
14.7K
$3.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.61KClosed |
$196K - $314K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.27KClosed |
$155K - $248K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-12.6KClosed |
$1.54M - $2.47M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.29KClosed |
$158K - $252K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.32K- 80.08% |
$283K - $453K
|
576
$139K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-49Closed |
$5.99K - $9.58K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.37KClosed |
$168K - $268K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$134K - $215K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-17- 6.49% |
$2.08K - $3.32K
|
245
$59.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.69KClosed |
$207K - $331K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.62KClosed |
$321K - $513K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-20- 1.67% |
$2.44K - $3.91K
|
1.18K
$284K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.3KClosed |
$159K - $255K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-430- 18.51% |
$52.6K - $84.1K
|
1.89K
$457K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-51.5KClosed |
$6.3M - $10.1M
|
0
$0
|