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 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
17+ 1.06% |
$4.49K - $4.88K
|
1.61K
$435K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-101- 1.5% |
$26.7K - $29K
|
6.61K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27+ 1.31% |
$7.13K - $7.76K
|
2.09K
$562K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-91- 1.34% |
$24K - $26.1K
|
6.7K
$1.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-34- 3.26% |
$8.98K - $9.77K
|
1.01K
$272K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-884- 7.49% |
$233K - $254K
|
10.9K
$2.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-201- 0.83% |
$53.1K - $57.8K
|
24.1K
$6.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-50- 0.38% |
$13.2K - $14.4K
|
13K
$3.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-128- 10.49% |
$33.8K - $36.8K
|
1.09K
$294K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75+ 18.25% |
$19.8K - $21.6K
|
486
$131K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-62- 2.02% |
$16.4K - $17.8K
|
3K
$809K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.01K+ 46.96% |
$265K - $289K
|
3.15K
$847K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-7- 0.29% |
$1.85K - $2.01K
|
2.43K
$653K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-17- 1.31% |
$4.49K - $4.88K
|
1.29K
$346K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-51- 6.04% |
$13.5K - $14.7K
|
794
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.77K+ 17.85% |
$1.52M - $1.66M
|
38.1K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.91K- 19.43% |
$505K - $549K
|
7.92K
$2.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-253- 10.76% |
$66.8K - $72.7K
|
2.1K
$565K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
5New |
$1.32K - $1.44K
|
5
$1.35K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
404New |
$107K - $116K
|
404
$109K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 0.24% |
$5.28K - $5.75K
|
8.22K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
212+ 4.95% |
$56K - $60.9K
|
4.5K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
46+ 92.0% |
$12.1K - $13.2K
|
96
$25.9K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
281+ 22.37% |
$74.2K - $80.7K
|
1.54K
$414K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 6.37% |
$2.71M - $2.95M
|
151K
$40.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-27- 2.13% |
$7.13K - $7.76K
|
1.24K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-909- 4.36% |
$240K - $261K
|
19.9K
$5.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-109- 2.85% |
$28.8K - $31.3K
|
3.72K
$1M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-16- 2.01% |
$4.22K - $4.6K
|
781
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.69K- 2.47% |
$975K - $1.06M
|
145K
$39.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
343New |
$90.6K - $98.6K
|
343
$92.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-52- 1.87% |
$13.7K - $14.9K
|
2.73K
$736K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
575+ 4.6% |
$152K - $165K
|
13.1K
$3.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
302+ 30.82% |
$79.7K - $86.8K
|
1.28K
$345K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.28K+ 254.3% |
$601K - $654K
|
3.17K
$854K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-180- 2.12% |
$47.5K - $51.7K
|
8.31K
$2.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-96- 4.86% |
$25.3K - $27.6K
|
1.88K
$506K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1- 0.02% |
$264 - $287
|
4.22K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.45% |
$5.81K - $6.32K
|
4.94K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.39K- 55.93% |
$368K - $400K
|
1.1K
$295K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-102- 3.88% |
$26.9K - $29.3K
|
2.53K
$680K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
91+ 10.42% |
$24K - $26.1K
|
964
$260K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
93+ 9.83% |
$24.6K - $26.7K
|
1.04K
$280K
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-1.06K- 2.72% |
$280K - $305K
|
38K
$10.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-20- 1.44% |
$5.28K - $5.75K
|
1.37K
$370K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
32New |
$8.45K - $9.19K
|
32
$8.62K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-166- 2.66% |
$43.8K - $47.7K
|
6.07K
$1.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-45- 5.29% |
$11.9K - $12.9K
|
806
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
19+ 1.44% |
$5.02K - $5.46K
|
1.34K
$362K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-15.6K- 92.28% |
$4.12M - $4.48M
|
1.3K
$351K
|
|