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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
186+ 1.75% |
$39.2K - $47.8K
|
10.8K
$2.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.84% |
$6.53K - $7.97K
|
1.65K
$399K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9- 0.33% |
$1.89K - $2.32K
|
2.72K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-38- 1.25% |
$8K - $9.78K
|
3K
$724K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-135- 1.75% |
$28.4K - $34.7K
|
7.6K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.42KNew |
$299K - $366K
|
1.42K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-50- 2.87% |
$10.5K - $12.9K
|
1.69K
$409K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-583- 4.6% |
$123K - $150K
|
12.1K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
46+ 0.92% |
$9.68K - $11.8K
|
5.03K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.84K+ 123.91% |
$1.02M - $1.24M
|
8.74K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-27- 2.71% |
$5.68K - $6.95K
|
970
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
12.3KNew |
$2.58M - $3.16M
|
12.3K
$2.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.27K- 99.91% |
$688K - $841K
|
3
$724
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.21K+ 6.33% |
$1.1M - $1.34M
|
87.5K
$21.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-51- 2.73% |
$10.7K - $13.1K
|
1.81K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.73K- 50.01% |
$363K - $444K
|
1.72K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
119+ 3.01% |
$25K - $30.6K
|
4.07K
$982K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-332- 0.74% |
$69.9K - $85.4K
|
44.6K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-349- 10.39% |
$73.5K - $89.8K
|
3.01K
$727K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-113- 4.31% |
$23.8K - $29.1K
|
2.51K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-104- 5.38% |
$21.9K - $26.8K
|
1.83K
$441K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-117- 5.77% |
$24.6K - $30.1K
|
1.91K
$462K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-634- 4.43% |
$133K - $163K
|
13.7K
$3.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
216+ 1.65% |
$45.5K - $55.6K
|
13.3K
$3.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
483+ 6900.0% |
$102K - $124K
|
490
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-678- 2.02% |
$143K - $174K
|
32.9K
$7.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-6.17K- 53.23% |
$1.3M - $1.59M
|
5.42K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-718- 20.64% |
$151K - $185K
|
2.76K
$666K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.46K- 22.85% |
$307K - $375K
|
4.93K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30- 0.7% |
$6.32K - $7.72K
|
4.27K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.46K- 14.68% |
$307K - $376K
|
8.49K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-119- 0.83% |
$25K - $30.6K
|
14.3K
$3.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
351+ 3.84% |
$73.9K - $90.3K
|
9.48K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-125- 7.94% |
$26.3K - $32.2K
|
1.45K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
931New |
$196K - $239K
|
931
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.01KNew |
$213K - $260K
|
1.01K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
172+ 2.46% |
$36.2K - $44.2K
|
7.16K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-338- 0.69% |
$71.1K - $86.9K
|
48.6K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-100- 5.88% |
$21.1K - $25.7K
|
1.6K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-218- 0.64% |
$45.9K - $56.1K
|
33.6K
$8.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
510+ 510.0% |
$107K - $131K
|
610
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 0.25% |
$4.21K - $5.14K
|
8.05K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.24K+ 3.43% |
$682K - $833K
|
97.8K
$23.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-40- 10.87% |
$8.42K - $10.3K
|
328
$79.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54+ 3.21% |
$11.4K - $13.9K
|
1.74K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-529- 15.71% |
$111K - $136K
|
2.84K
$685K
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
139KNew |
$29.2M - $35.7M
|
139K
$33.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
268+ 4.52% |
$56.4K - $68.9K
|
6.2K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-208- 3.75% |
$43.8K - $53.5K
|
5.33K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 50.0% |
$12.6K - $15.4K
|
60
$14.5K
|