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 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
13.1KNew |
$2.05M - $2.28M
|
13.1K
$3.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100New |
$15.7K - $17.5K
|
100
$26.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$627 - $699
|
4
$1.08K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
PUT |
7KNew |
$1.1M - $1.22M
|
7K
$1.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
90New |
$14.1K - $15.7K
|
90
$24.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
BUY
|
- |
2.17MNew |
$340M - $379M
|
2.17M
$585M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-99- 33.11% |
$15.5K - $17.3K
|
200
$53.9K
|
|
| Q2 2023 | |||||||
|
Oct 01, 2025
Q2 2023
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
25New |
$3.44K - $4.11K
|
25
$6.73K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$310K - $371K
|
2.25K
$607K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
13.5KNew |
$1.85M - $2.21M
|
13.5K
$3.62M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24New |
$3.31K - $3.95K
|
24
$6.46K
|
|
|
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
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-65- 2.99% |
$8.96K - $10.7K
|
2.11K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
14.9K+ 476.4% |
$2.05M - $2.45M
|
18K
$4.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
76New |
$10.5K - $12.5K
|
76
$20.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5- 0.35% |
$689 - $823
|
1.41K
$380K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-63- 48.09% |
$8.68K - $10.4K
|
68
$18.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
277New |
$38.2K - $45.6K
|
277
$74.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.94K+ 87.96% |
$268K - $320K
|
4.15K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.79KNew |
$246K - $294K
|
1.79K
$481K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-43K- 81.31% |
$5.93M - $7.08M
|
9.89K
$2.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-61- 0.93% |
$8.41K - $10K
|
6.49K
$1.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.9KNew |
$1.64M - $1.96M
|
11.9K
$3.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-40- 1.88% |
$5.51K - $6.58K
|
2.08K
$561K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-270- 51.92% |
$37.2K - $44.4K
|
250
$67.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-503- 19.59% |
$69.3K - $82.8K
|
2.07K
$556K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.28KNew |
$177K - $211K
|
1.28K
$345K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-211- 4.25% |
$29.1K - $34.7K
|
4.76K
$1.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-565- 5.76% |
$77.9K - $93K
|
9.25K
$2.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-580- 9.5% |
$79.9K - $95.4K
|
5.53K
$1.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-63- 57.8% |
$8.68K - $10.4K
|
46
$12.4K
|
|
| 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
$504K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.18K- 45.72% |
$143K - $181K
|
1.4K
$377K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
14New |
$1.7K - $2.15K
|
14
$3.77K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
39New |
$4.73K - $5.98K
|
39
$10.5K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
42New |
$5.1K - $6.44K
|
42
$11.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.6KNew |
$1.65M - $2.08M
|
13.6K
$3.66M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
135New |
$16.4K - $20.7K
|
135
$36.4K
|
|
|
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
$11.9K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
57KNew |
$6.92M - $8.74M
|
57K
$15.4M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-302- 3.98% |
$36.7K - $46.3K
|
7.29K
$1.96M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
233New |
$28.3K - $35.7K
|
233
$62.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
197New |
$23.9K - $30.2K
|
197
$53.1K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
750New |
$91.1K - $115K
|
750
$202K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
50New |
$6.07K - $7.66K
|
50
$13.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-250- 41.67% |
$30.4K - $38.3K
|
350
$94.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
419New |
$50.9K - $64.2K
|
419
$113K
|
|