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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.3KClosed |
$159K - $254K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
5.89KNew |
$720K - $1.15M
|
5.89K
$1.42M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-23- 32.86% |
$2.81K - $4.5K
|
47
$11.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.25KClosed |
$153K - $244K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-415- 18.15% |
$50.7K - $81.1K
|
1.87K
$452K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
24+ 2400.0% |
$2.93K - $4.69K
|
25
$6.04K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.85KNew |
$226K - $362K
|
1.85K
$447K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-160Closed |
$19.6K - $31.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.77KClosed |
$217K - $347K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 3.36% |
$2.93K - $4.69K
|
690
$167K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
$151K - $241K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.19KClosed |
$145K - $232K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
204New |
$24.9K - $39.9K
|
204
$49.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-3.12K- 4.97% |
$382K - $611K
|
59.7K
$14.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-118- 18.79% |
$14.4K - $23.1K
|
510
$123K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-96- 65.75% |
$11.7K - $18.8K
|
50
$12.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-220- 2.15% |
$26.9K - $43K
|
10K
$2.42M
|
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
189+ 6.04% |
$23.1K - $37K
|
3.32K
$801K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.24KClosed |
$152K - $242K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
99+ 4.58% |
$12.1K - $19.4K
|
2.26K
$546K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.13K- 67.22% |
$138K - $221K
|
550
$133K
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.43KClosed |
$297K - $475K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$1.14K - $1.59K
|
7
$1.69K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-351Closed |
$57.1K - $79.5K
|
0
$0
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.03KClosed |
$167K - $232K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-250Closed |
$40.7K - $56.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-128Closed |
$20.8K - $29K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-850Closed |
$138K - $192K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-27.1KClosed |
$4.41M - $6.14M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.8KClosed |
$456K - $634K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-36- 6.32% |
$5.86K - $8.15K
|
534
$129K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11.8KClosed |
$1.91M - $2.66M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.5KClosed |
$244K - $339K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2KClosed |
$325K - $453K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100+ 100.0% |
$16.3K - $22.6K
|
200
$48.3K
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17.2KClosed |
$2.79M - $3.89M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-989Closed |
$161K - $224K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.1KClosed |
$179K - $250K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-93Closed |
$15.1K - $21.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1KClosed |
$163K - $226K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-130Closed |
$21.2K - $29.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.06KClosed |
$172K - $239K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.08KClosed |
$176K - $245K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.12KClosed |
$834K - $1.16M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
764K+ 555.38% |
$124M - $173M
|
902K
$218M
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-990Closed |
$161K - $224K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-204Closed |
$33.2K - $46.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-24Closed |
$3.91K - $5.44K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-931Closed |
$152K - $211K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24Closed |
$3.91K - $5.44K
|
0
$0
|
|