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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.3KClosed |
$268K - $315K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-24Closed |
$4.96K - $5.84K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100New |
$20.6K - $24.3K
|
100
$24.1K
|
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-16KClosed |
$3.31M - $3.9M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.23KClosed |
$1.29M - $1.51M
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
21New |
$4.34K - $5.11K
|
21
$5.07K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-34Closed |
$6.34K - $7.47K
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
90New |
$16.8K - $19.8K
|
90
$21.7K
|
|
|
Feb 16, 2021
Q4 2020
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.01KClosed |
$374K - $442K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.62KClosed |
$1.05M - $1.24M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.81KClosed |
$338K - $398K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.67KClosed |
$870K - $1.03M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.34KClosed |
$249K - $294K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-500Closed |
$93.2K - $110K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Friedenthal Financial
|
SELL
|
- |
-25.6KClosed |
$4.78M - $5.64M
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-62Closed |
$11.6K - $13.6K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.76KClosed |
$328K - $387K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-63Closed |
$11.7K - $13.8K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-40Closed |
$7.45K - $8.79K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-62Closed |
$11.6K - $13.6K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.67KClosed |
$498K - $587K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.69KClosed |
$470K - $556K
|
0
$0
|
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2Closed |
$349 - $413
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-28Closed |
$4.89K - $5.78K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.6KClosed |
$628K - $743K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-885Closed |
$154K - $183K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-255Closed |
$44.5K - $52.7K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.09KClosed |
$365K - $432K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-2.83KClosed |
$494K - $584K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Savior LLC
|
SELL
|
- |
-30.6KClosed |
$5.33M - $6.31M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-128Closed |
$22.3K - $26.4K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-230Closed |
$40.1K - $47.5K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.88KNew |
$328K - $388K
|
1.88K
$453K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-633Closed |
$110K - $131K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.58KClosed |
$451K - $534K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
388New |
$67.7K - $80.1K
|
388
$93.7K
|
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
1.27KNew |
$221K - $262K
|
1.27K
$306K
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
100New |
$17.4K - $20.6K
|
100
$24.1K
|
|
| Q2 2020 | |||||||
|
Oct 18, 2023
Q2 2020
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.74KClosed |
$559K - $819K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
515+ 19.19% |
$60.8K - $88.9K
|
3.2K
$772K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$2.12K - $3.11K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-500Closed |
$59K - $86.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-38.9KClosed |
$4.59M - $6.72M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-53Closed |
$6.25K - $9.15K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.84KClosed |
$807K - $1.18M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.23KClosed |
$263K - $385K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-10.4KClosed |
$1.22M - $1.79M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-45Closed |
$5.31K - $7.77K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-256KClosed |
$30.2M - $44.3M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-87Closed |
$9.34K - $13.4K
|
0
$0
|
|