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 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-214- 1.76% |
$56.5K - $61.5K
|
11.9K
$3.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.49KNew |
$921K - $1M
|
3.49K
$940K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
183+ 15.8% |
$48.3K - $52.6K
|
1.34K
$361K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.7K- 46.89% |
$3.09M - $3.36M
|
13.3K
$3.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
196+ 3.49% |
$51.8K - $56.3K
|
5.82K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
483+ 13.47% |
$128K - $139K
|
4.07K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.19K- 55.27% |
$313K - $341K
|
960
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.3KNew |
$5.63M - $6.13M
|
21.3K
$5.74M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-190- 0.7% |
$50.2K - $54.6K
|
27K
$7.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-64- 0.81% |
$16.9K - $18.4K
|
7.83K
$2.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.82K+ 194.54% |
$480K - $522K
|
2.75K
$741K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4New |
$1.06K - $1.15K
|
4
$1.08K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-510- 1.92% |
$135K - $147K
|
26K
$7.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.89K+ 224.62% |
$1.29M - $1.41M
|
7.07K
$1.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
38+ 0.11% |
$10K - $10.9K
|
33.4K
$9M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-18- 0.74% |
$4.75K - $5.17K
|
2.4K
$647K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-9- 0.62% |
$2.38K - $2.59K
|
1.44K
$388K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
343+ 9.81% |
$90.6K - $98.6K
|
3.84K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
751New |
$198K - $216K
|
751
$202K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
302+ 3.3% |
$79.7K - $86.8K
|
9.45K
$2.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.99K+ 9.06% |
$790K - $860K
|
36K
$9.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-309- 26.21% |
$81.6K - $88.8K
|
870
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16+ 1.26% |
$4.22K - $4.6K
|
1.29K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-115- 2.22% |
$30.4K - $33K
|
5.06K
$1.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
113+ 1.88% |
$29.8K - $32.5K
|
6.12K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-66- 3.26% |
$17.4K - $19K
|
1.96K
$527K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
647New |
$171K - $186K
|
647
$174K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
180+ 900.0% |
$47.5K - $51.7K
|
200
$53.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
374New |
$98.8K - $107K
|
374
$101K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-169- 1.81% |
$44.6K - $48.6K
|
9.18K
$2.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.84% |
$6.6K - $7.18K
|
3.01K
$810K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
734New |
$194K - $211K
|
734
$198K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
448+ 46.67% |
$118K - $129K
|
1.41K
$379K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.6% |
$24K - $26.1K
|
15.1K
$4.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-100- 1.34% |
$26.4K - $28.7K
|
7.39K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
732New |
$193K - $210K
|
732
$197K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.06K- 44.43% |
$279K - $304K
|
1.32K
$356K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-36- 1.2% |
$9.51K - $10.3K
|
2.97K
$800K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-115- 12.85% |
$30.4K - $33K
|
780
$210K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-8- 1.1% |
$2.11K - $2.3K
|
716
$193K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
118+ 2.63% |
$31.2K - $33.9K
|
4.6K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-605- 1.89% |
$160K - $174K
|
31.4K
$8.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
85+ 1.56% |
$22.4K - $24.4K
|
5.52K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-209- 19.72% |
$55.2K - $60.1K
|
851
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
183+ 27.94% |
$48.3K - $52.6K
|
838
$226K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-8- 0.57% |
$2.11K - $2.3K
|
1.39K
$375K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-40- 10.39% |
$10.6K - $11.5K
|
345
$92.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.55K+ 5.76% |
$409K - $445K
|
28.4K
$7.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5- 0.12% |
$1.32K - $1.44K
|
4K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
23.8KNew |
$6.29M - $6.85M
|
23.8K
$6.42M
|
|