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 16, 2021
Q2 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
PUT |
-18KClosed |
$3.78M - $4.44M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15.2KClosed |
$3.18M - $3.74M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
131New |
$27.5K - $32.3K
|
131
$31.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.22KClosed |
$677K - $795K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12Closed |
$2.52K - $2.96K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.01KClosed |
$212K - $248K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-380Closed |
$79.8K - $93.7K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.07KClosed |
$224K - $263K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-30Closed |
$6.3K - $7.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
275New |
$57.8K - $67.8K
|
275
$66.4K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
400New |
$84K - $98.6K
|
400
$96.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.7KClosed |
$356K - $418K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.25KClosed |
$682K - $801K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-250Closed |
$52.5K - $61.7K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2.62KClosed |
$550K - $646K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.27KClosed |
$267K - $313K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5New |
$1.05K - $1.23K
|
5
$1.21K
|
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-35Closed |
$7.35K - $8.63K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-75Closed |
$15.8K - $18.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
42+ 84.0% |
$8.82K - $10.4K
|
92
$22.2K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-186Closed |
$39.1K - $45.9K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-17Closed |
$3.57K - $4.19K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-60Closed |
$12.6K - $14.8K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-13.6KClosed |
$2.85M - $3.35M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.88KClosed |
$395K - $463K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Tl Private Wealth
|
SELL
|
- |
-2.58KClosed |
$542K - $636K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-6.32KClosed |
$1.33M - $1.56M
|
0
$0
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60Closed |
$12.6K - $14.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-120Closed |
$24.8K - $29.2K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
PUT |
-44.8KClosed |
$9.25M - $10.9M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5Closed |
$1.03K - $1.22K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.34KClosed |
$276K - $325K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-197Closed |
$40.7K - $47.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cpmg Inc
Dallas, TX |
SELL
|
- |
-2.2KClosed |
$454K - $535K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-61Closed |
$12.6K - $14.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-66Closed |
$13.6K - $16K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-65.3KClosed |
$13.5M - $15.9M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-305Closed |
$63K - $74.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-15Closed |
$3.1K - $3.65K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-64Closed |
$13.2K - $15.6K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-43Closed |
$8.88K - $10.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.49KClosed |
$513K - $604K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-975Closed |
$201K - $237K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-65Closed |
$13.4K - $15.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-215- 10.0% |
$44.4K - $52.3K
|
1.94K
$467K
|
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.71KClosed |
$559K - $659K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
SELL
|
- |
-1.27KClosed |
$261K - $308K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-1.05KClosed |
$216K - $254K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16Closed |
$3.3K - $3.89K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
90New |
$18.6K - $21.9K
|
90
$21.7K
|
|