Latest Institutional Purchases of First Tr Fd Dow Jones (FDN)
This list provides information on the latest institutional transactions involving First Tr Fd Dow Jones (FDN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
9.49KNew |
$2.56M - $2.71M
|
9.49K
$2.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.98K+ 3.77% |
$802K - $851K
|
82K
$22.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.83K+ 69.56% |
$762K - $808K
|
6.9K
$1.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.72K+ 6.64% |
$464K - $493K
|
27.7K
$7.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.54K+ 6.45% |
$414K - $439K
|
25.4K
$6.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.38K+ 16.4% |
$372K - $395K
|
9.81K
$2.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
958New |
$258K - $274K
|
958
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
641+ 51.9% |
$173K - $183K
|
1.88K
$505K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
461+ 0.75% |
$124K - $132K
|
62.1K
$16.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
395New |
$106K - $113K
|
395
$106K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
150+ 2.45% |
$40.4K - $42.9K
|
6.27K
$1.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
124+ 9.19% |
$33.4K - $35.4K
|
1.47K
$397K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
88+ 3.33% |
$23.7K - $25.1K
|
2.73K
$736K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
75+ 5.84% |
$20.2K - $21.4K
|
1.36K
$366K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
42+ 0.76% |
$11.3K - $12K
|
5.56K
$1.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
23+ 0.58% |
$6.19K - $6.57K
|
4.02K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13+ 1.18% |
$3.5K - $3.71K
|
1.12K
$301K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11+ 1.48% |
$2.96K - $3.14K
|
753
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1+ 0.04% |
$269 - $286
|
2.75K
$741K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
298K+ 84.57% |
$78.7M - $85.6M
|
650K
$175M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
211K+ 249.65% |
$55.7M - $60.6M
|
295K
$79.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
157K+ 21.67% |
$41.4M - $45M
|
879K
$237M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
150K+ 4924.7% |
$39.6M - $43.1M
|
153K
$41.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
119K+ 1225.35% |
$31.4M - $34.1M
|
128K
$34.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
66.6KNew |
$17.6M - $19.1M
|
66.6K
$17.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.4K+ 7.35% |
$14.4M - $15.6M
|
794K
$214M
|
|
|
Nov 06, 2025
Q3 2025
|
Warner Group LLC
Madison, CT |
BUY
|
- |
48.6KNew |
$12.8M - $14M
|
48.6K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
34.4K+ 7.9% |
$9.08M - $9.89M
|
470K
$127M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.5K+ 5.38% |
$7.79M - $8.48M
|
578K
$156M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.3KNew |
$5.63M - $6.13M
|
21.3K
$5.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 3.02% |
$5.57M - $6.06M
|
720K
$194M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.3K+ 17.98% |
$4.56M - $4.96M
|
113K
$30.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$3.52M - $3.84M
|
13.3K
$3.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 11.57% |
$2.97M - $3.23M
|
109K
$29.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.91KNew |
$2.62M - $2.85M
|
9.91K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.12K+ 7.58% |
$2.41M - $2.62M
|
129K
$34.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.6K+ 36.9% |
$2.27M - $2.47M
|
31.9K
$8.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.19K+ 70.87% |
$2.16M - $2.35M
|
19.7K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.33K+ 10.88% |
$1.93M - $2.1M
|
74.6K
$20.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.28KNew |
$1.92M - $2.09M
|
7.28K
$1.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.77K+ 17.85% |
$1.52M - $1.66M
|
38.1K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.98K+ 95.73% |
$1.31M - $1.43M
|
10.2K
$2.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.89K+ 224.62% |
$1.29M - $1.41M
|
7.07K
$1.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.11K+ 5.44% |
$1.09M - $1.18M
|
79.8K
$21.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.89K+ 5.55% |
$1.03M - $1.12M
|
74K
$19.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.49KNew |
$921K - $1M
|
3.49K
$940K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.12K+ 16.62% |
$823K - $896K
|
21.9K
$5.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.06K+ 37.42% |
$809K - $880K
|
11.3K
$3.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.99K+ 9.06% |
$790K - $860K
|
36K
$9.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.96K+ 7.42% |
$783K - $852K
|
42.9K
$11.6M
|
|