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 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 6.63% |
$26.4K - $28.7K
|
1.41K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
12+ 0.22% |
$3.17K - $3.45K
|
5.43K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-198- 40.74% |
$52.3K - $56.9K
|
288
$77.6K
|
|
|
Nov 12, 2025
Q3 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
76+ 3.21% |
$20.1K - $21.8K
|
2.44K
$658K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-595- 35.06% |
$157K - $171K
|
1.1K
$297K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
250+ 19.89% |
$66K - $71.8K
|
1.51K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-199- 3.05% |
$52.5K - $57.2K
|
6.33K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
306+ 12.84% |
$80.8K - $87.9K
|
2.69K
$724K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 11.57% |
$2.97M - $3.23M
|
109K
$29.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.12K+ 16.62% |
$823K - $896K
|
21.9K
$5.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.92K- 4.2% |
$1.3M - $1.41M
|
112K
$30.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.7K- 55.76% |
$448K - $488K
|
1.35K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.34KNew |
$353K - $384K
|
1.34K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-91.7K- 2.91% |
$24.2M - $26.3M
|
3.06M
$823M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-498- 4.09% |
$132K - $143K
|
11.7K
$3.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-19.8K- 63.67% |
$5.24M - $5.7M
|
11.3K
$3.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 3.11% |
$7.92K - $8.62K
|
995
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.21% |
$264 - $287
|
465
$125K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
106New |
$28K - $30.5K
|
106
$28.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
28+ 0.52% |
$7.39K - $8.05K
|
5.41K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-48- 39.34% |
$12.7K - $13.8K
|
74
$19.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
73+ 0.66% |
$19.3K - $21K
|
11.1K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-50- 2.84% |
$13.2K - $14.4K
|
1.71K
$461K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.4K+ 7.35% |
$14.4M - $15.6M
|
794K
$214M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-34- 1.83% |
$8.98K - $9.77K
|
1.82K
$491K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.23K- 4.01% |
$1.38M - $1.5M
|
125K
$33.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-293- 2.65% |
$77.4K - $84.2K
|
10.8K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
47+ 4.86% |
$12.4K - $13.5K
|
1.01K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
257+ 177.24% |
$67.9K - $73.8K
|
402
$108K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
2.13KNew |
$563K - $613K
|
2.13K
$574K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
81New |
$21.4K - $23.3K
|
81
$21.8K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
SELL
|
- |
-1.07K- 1.34% |
$283K - $308K
|
78.7K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-195- 2.69% |
$51.5K - $56K
|
7.06K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-16- 0.38% |
$4.22K - $4.6K
|
4.22K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2+ 0.06% |
$528 - $575
|
3.38K
$911K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-841- 17.4% |
$222K - $242K
|
3.99K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.03K+ 8.06% |
$537K - $584K
|
27.3K
$7.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 72.92% |
$9.24K - $10.1K
|
13
$3.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.89K+ 5.55% |
$1.03M - $1.12M
|
74K
$19.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41- 5.05% |
$10.8K - $11.8K
|
771
$208K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.4K+ 28.49% |
$634K - $690K
|
10.8K
$2.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-41- 1.73% |
$10.8K - $11.8K
|
2.33K
$628K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
119K+ 1225.35% |
$31.4M - $34.1M
|
128K
$34.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
66+ 32.04% |
$17.4K - $19K
|
272
$73.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
15+ 1.24% |
$3.96K - $4.31K
|
1.22K
$329K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-421- 27.61% |
$111K - $121K
|
1.1K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-16K- 51.62% |
$4.22M - $4.59M
|
15K
$4.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
2.85K+ 47.26% |
$752K - $818K
|
8.87K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
395+ 5.12% |
$104K - $113K
|
8.1K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-48- 0.42% |
$12.7K - $13.8K
|
11.4K
$3.08M
|
|