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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-70- 0.72% |
$14K - $18.9K
|
9.66K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.87K+ 74.67% |
$1.78M - $2.39M
|
20.7K
$5.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-5.15K- 57.73% |
$1.03M - $1.39M
|
3.77K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2New |
$401 - $539
|
2
$539
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-120- 7.05% |
$24K - $32.3K
|
1.58K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.57K+ 226.57% |
$514K - $691K
|
3.7K
$997K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-23.4K- 75.0% |
$4.69M - $6.3M
|
7.8K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$421K - $566K
|
2.1K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
496New |
$99.3K - $134K
|
496
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
836New |
$167K - $225K
|
836
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
453+ 35.87% |
$90.7K - $122K
|
1.72K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.08K- 54.25% |
$217K - $292K
|
914
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1KNew |
$421K - $566K
|
2.1K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-545- 37.66% |
$109K - $147K
|
902
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-46.4K- 57.14% |
$9.29M - $12.5M
|
34.8K
$9.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-28- 58.33% |
$5.61K - $7.54K
|
20
$5.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-58- 6.32% |
$11.6K - $15.6K
|
860
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 3.01% |
$20K - $26.9K
|
3.22K
$867K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-25- 1.13% |
$5.01K - $6.73K
|
2.19K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-40- 4.19% |
$8.01K - $10.8K
|
914
$246K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27.1K+ 26833.66% |
$5.43M - $7.3M
|
27.2K
$7.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.59KNew |
$1.32M - $1.77M
|
6.59K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 13.97% |
$17.8K - $24K
|
726
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
884New |
$177K - $238K
|
884
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-20- 0.18% |
$4.01K - $5.39K
|
11.3K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
831New |
$166K - $224K
|
831
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
435+ 13.79% |
$87.1K - $117K
|
3.59K
$967K
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.48K- 78.3% |
$697K - $938K
|
965
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
74+ 3.04% |
$14.8K - $19.9K
|
2.51K
$676K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
900New |
$180K - $242K
|
900
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
807New |
$162K - $217K
|
807
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-64- 3.2% |
$12.8K - $17.2K
|
1.94K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2K- 12.29% |
$400K - $538K
|
14.2K
$3.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
880New |
$176K - $237K
|
880
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
932New |
$187K - $251K
|
932
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200New |
$40.1K - $53.9K
|
200
$53.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
48New |
$9.61K - $12.9K
|
48
$12.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 3.03% |
$200 - $269
|
32
$8.62K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
779New |
$156K - $210K
|
779
$210K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
600New |
$120K - $162K
|
600
$162K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
36+ 1.82% |
$7.21K - $9.7K
|
2.01K
$542K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.67K- 92.43% |
$335K - $451K
|
137
$36.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-11- 0.48% |
$2.2K - $2.96K
|
2.26K
$608K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.55K+ 5.06% |
$510K - $686K
|
52.8K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.16KNew |
$1.43M - $1.93M
|
7.16K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
805New |
$161K - $217K
|
805
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
805New |
$161K - $217K
|
805
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
958New |
$192K - $258K
|
958
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 1.29% |
$4.61K - $6.19K
|
1.77K
$475K
|
|