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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-168- 1.22% |
$44.4K - $48.3K
|
13.6K
$3.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-54- 3.1% |
$14.3K - $15.5K
|
1.69K
$454K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-13- 2.55% |
$3.43K - $3.74K
|
497
$134K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-38- 1.26% |
$10K - $10.9K
|
2.98K
$803K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
215New |
$56.8K - $61.8K
|
215
$57.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-278- 16.86% |
$73.4K - $79.9K
|
1.37K
$369K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.93K- 23.12% |
$2.36M - $2.57M
|
29.7K
$8M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.76K- 19.63% |
$464K - $505K
|
7.19K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-155- 1.81% |
$40.9K - $44.5K
|
8.43K
$2.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-425- 1.88% |
$112K - $122K
|
22.2K
$5.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-768- 11.32% |
$203K - $221K
|
6.01K
$1.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.19K+ 70.87% |
$2.16M - $2.35M
|
19.7K
$5.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-148- 4.59% |
$39.1K - $42.5K
|
3.07K
$828K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
28+ 1.07% |
$7.39K - $8.05K
|
2.65K
$713K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-27- 2.41% |
$7.13K - $7.76K
|
1.1K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.14% |
$1.85K - $2.01K
|
4.87K
$1.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-90- 9.25% |
$23.8K - $25.9K
|
883
$238K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
863+ 30.15% |
$228K - $248K
|
3.73K
$1M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.02KNew |
$268K - $292K
|
1.02K
$273K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-415- 14.82% |
$110K - $119K
|
2.39K
$642K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-5- 0.29% |
$1.32K - $1.44K
|
1.71K
$461K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.16KNew |
$306K - $333K
|
1.16K
$312K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
72+ 1.3% |
$19K - $20.7K
|
5.59K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
63+ 1.05% |
$16.6K - $18.1K
|
6.07K
$1.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-15- 0.07% |
$3.96K - $4.31K
|
20.5K
$5.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
66.6KNew |
$17.6M - $19.1M
|
66.6K
$17.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-788- 0.83% |
$208K - $226K
|
94.2K
$25.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-60- 2.33% |
$15.8K - $17.2K
|
2.52K
$677K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-300- 3.85% |
$79.2K - $86.2K
|
7.49K
$2.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
115+ 6.9% |
$30.4K - $33K
|
1.78K
$480K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-625- 0.6% |
$165K - $180K
|
104K
$28.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-161- 0.84% |
$42.5K - $46.3K
|
19K
$5.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
21+ 1.02% |
$5.55K - $6.03K
|
2.07K
$558K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.11K- 3.03% |
$558K - $607K
|
67.6K
$18.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-227- 4.17% |
$59.9K - $65.2K
|
5.22K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
565+ 37.1% |
$149K - $162K
|
2.09K
$562K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.38K+ 627.27% |
$364K - $397K
|
1.6K
$431K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-970- 16.93% |
$256K - $279K
|
4.76K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.11K+ 5.44% |
$1.09M - $1.18M
|
79.8K
$21.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-408- 6.69% |
$108K - $117K
|
5.69K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-90- 2.85% |
$23.8K - $25.9K
|
3.06K
$825K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-79- 1.48% |
$20.9K - $22.7K
|
5.27K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11- 1.2% |
$2.9K - $3.16K
|
908
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-693- 35.94% |
$183K - $199K
|
1.24K
$333K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-703- 1.48% |
$186K - $202K
|
46.7K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-40- 2.21% |
$10.6K - $11.5K
|
1.77K
$478K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
283+ 8.55% |
$74.7K - $81.3K
|
3.59K
$968K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-296- 0.21% |
$78.2K - $85.1K
|
144K
$38.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-229- 2.56% |
$60.5K - $65.8K
|
8.72K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
21.3K+ 52.71% |
$5.61M - $6.11M
|
61.6K
$16.6M
|
|