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 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-206- 11.43% |
$43.4K - $53K
|
1.6K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.01K+ 73.52% |
$212K - $259K
|
2.38K
$574K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
107+ 0.32% |
$22.5K - $27.5K
|
33.3K
$8.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$52.6K - $64.3K
|
250
$60.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
454+ 8.68% |
$95.6K - $117K
|
5.69K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-1.06K- 4.34% |
$222K - $271K
|
23.3K
$5.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-139- 12.82% |
$29.3K - $35.8K
|
945
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-37- 0.63% |
$7.79K - $9.52K
|
5.81K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-138- 1.65% |
$29K - $35.5K
|
8.24K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.39KNew |
$292K - $357K
|
1.39K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
400+ 13.13% |
$84.2K - $103K
|
3.45K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.24K- 13.0% |
$261K - $319K
|
8.31K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.69% |
$9.26K - $11.3K
|
6.41K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-89- 3.33% |
$18.7K - $22.9K
|
2.59K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
13+ 0.51% |
$2.74K - $3.34K
|
2.54K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.01K- 22.24% |
$213K - $260K
|
3.53K
$853K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
246+ 20.99% |
$51.8K - $63.3K
|
1.42K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9.1K- 17.34% |
$1.92M - $2.34M
|
43.4K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-258- 4.04% |
$54.3K - $66.4K
|
6.13K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
84+ 6.63% |
$17.7K - $21.6K
|
1.35K
$326K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-20- 0.42% |
$4.21K - $5.14K
|
4.71K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-39- 2.37% |
$8.21K - $10K
|
1.61K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-150- 60.0% |
$31.6K - $38.6K
|
100
$24.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.54KNew |
$325K - $397K
|
1.54K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-224- 5.57% |
$47.2K - $57.6K
|
3.8K
$918K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
398New |
$83.8K - $102K
|
398
$96.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10- 0.55% |
$2.11K - $2.57K
|
1.82K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
858New |
$181K - $221K
|
858
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
994+ 23.55% |
$209K - $256K
|
5.22K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-360- 12.76% |
$75.8K - $92.6K
|
2.46K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-250- 19.04% |
$52.6K - $64.3K
|
1.06K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.28KNew |
$480K - $587K
|
2.28K
$551K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.76KNew |
$370K - $452K
|
1.76K
$424K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-886K- 99.53% |
$187M - $228M
|
4.18K
$1.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.8K+ 220.42% |
$800K - $978K
|
5.52K
$1.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
193+ 15.73% |
$40.6K - $49.6K
|
1.42K
$343K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-106- 1.37% |
$22.3K - $27.3K
|
7.63K
$1.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
34.7KNew |
$7.31M - $8.93M
|
34.7K
$8.39M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
242New |
$50.9K - $62.3K
|
242
$58.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-136- 10.89% |
$28.6K - $35K
|
1.11K
$269K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
11+ 0.65% |
$2.02K - $2.34K
|
1.71K
$414K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-500- 2.33% |
$91.8K - $106K
|
21K
$5.06M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
230New |
$42.2K - $48.9K
|
230
$55.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-300- 4.28% |
$55.1K - $63.7K
|
6.71K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
67+ 1.49% |
$12.3K - $14.2K
|
4.57K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.43% |
$918 - $1.06K
|
1.16K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-836- 14.8% |
$154K - $178K
|
4.81K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-72.9K- 85.76% |
$13.4M - $15.5M
|
12.1K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$202K - $234K
|
1.1K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-202- 61.4% |
$37.1K - $42.9K
|
127
$30.7K
|
|