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 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-99- 1.79% |
$26.1K - $28.4K
|
5.42K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
429+ 2.37% |
$113K - $123K
|
18.5K
$4.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
SELL
|
- |
-225- 0.95% |
$59.4K - $64.7K
|
23.3K
$6.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-578- 6.55% |
$153K - $166K
|
8.24K
$2.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 140.26% |
$519K - $565K
|
3.37K
$907K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.26K+ 20.28% |
$331K - $361K
|
7.44K
$2M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-445- 34.6% |
$118K - $128K
|
841
$227K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-263- 3.84% |
$69.4K - $75.6K
|
6.58K
$1.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-8- 53.33% |
$2.11K - $2.3K
|
7
$1.89K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-54- 2.54% |
$14.3K - $15.5K
|
2.07K
$557K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 1.54% |
$3.7K - $4.02K
|
898
$242K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-509- 12.23% |
$134K - $146K
|
3.65K
$984K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38- 0.93% |
$10K - $10.9K
|
4.07K
$1.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
729+ 42.14% |
$192K - $209K
|
2.46K
$662K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-407- 23.44% |
$107K - $117K
|
1.33K
$358K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
147+ 0.98% |
$38.8K - $42.2K
|
15.1K
$4.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
402+ 6.19% |
$106K - $116K
|
6.89K
$1.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 9.05% |
$5.28K - $5.75K
|
201
$54.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
742New |
$196K - $213K
|
742
$200K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.53K- 97.02% |
$404K - $439K
|
47
$12.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-70- 1.27% |
$18.5K - $20.1K
|
5.46K
$1.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3- 0.19% |
$792 - $862
|
1.58K
$425K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
39+ 1.83% |
$10.3K - $11.2K
|
2.17K
$583K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.45K+ 10.4% |
$1.97M - $2.14M
|
79.1K
$21.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-44.3K- 96.91% |
$11.7M - $12.7M
|
1.41K
$380K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
200New |
$52.8K - $57.5K
|
200
$53.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-19- 0.83% |
$5.02K - $5.46K
|
2.27K
$612K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-237- 16.19% |
$47.5K - $63.8K
|
1.23K
$330K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.3K+ 12.65% |
$9.07M - $12.2M
|
403K
$109M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
96+ 1.28% |
$19.2K - $25.9K
|
7.59K
$2.04M
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
94New |
$18.8K - $25.3K
|
94
$25.3K
|
|
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
2.73K+ 7.75% |
$546K - $734K
|
37.9K
$10.2M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.78% |
$2K - $2.69K
|
1.28K
$345K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-295- 4.13% |
$59.1K - $79.5K
|
6.84K
$1.84M
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.82KNew |
$365K - $491K
|
1.82K
$491K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-23- 1.26% |
$4.61K - $6.19K
|
1.81K
$486K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10New |
$2K - $2.69K
|
10
$2.69K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-63- 50.0% |
$12.6K - $17K
|
63
$17K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.55K- 2.3% |
$711K - $956K
|
151K
$40.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-6- 3.87% |
$1.2K - $1.62K
|
149
$40.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.28K- 4.29% |
$257K - $346K
|
28.6K
$7.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-925- 19.44% |
$185K - $249K
|
3.83K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-8.79K- 80.12% |
$1.76M - $2.37M
|
2.18K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.2KNew |
$240K - $323K
|
1.2K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.36KNew |
$272K - $365K
|
1.36K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-320- 6.72% |
$64.1K - $86.2K
|
4.45K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
805New |
$161K - $217K
|
805
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
58+ 37.66% |
$11.6K - $15.6K
|
212
$57.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
880New |
$176K - $237K
|
880
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
592+ 4.87% |
$119K - $159K
|
12.8K
$3.44M
|
|