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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
52+ 2.54% |
$13.7K - $14.9K
|
2.1K
$565K
|
|
|
Nov 12, 2025
Q3 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
47+ 4.86% |
$12.4K - $13.5K
|
1.01K
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
46+ 92.0% |
$12.1K - $13.2K
|
96
$25.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
34New |
$8.98K - $9.77K
|
34
$9.16K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
33New |
$8.71K - $9.48K
|
33
$8.89K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32+ 0.64% |
$8.45K - $9.19K
|
5.01K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
32New |
$8.45K - $9.19K
|
32
$8.62K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 3.11% |
$7.92K - $8.62K
|
995
$268K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
30+ 0.29% |
$7.92K - $8.62K
|
10.4K
$2.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
28+ 0.52% |
$7.39K - $8.05K
|
5.41K
$1.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27+ 1.31% |
$7.13K - $7.76K
|
2.09K
$562K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.45% |
$5.81K - $6.32K
|
4.94K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
21+ 1.02% |
$5.55K - $6.03K
|
2.07K
$558K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
19+ 1.44% |
$5.02K - $5.46K
|
1.34K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18+ 0.06% |
$4.75K - $5.17K
|
29.8K
$8.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
17+ 1.06% |
$4.49K - $4.88K
|
1.61K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16+ 0.36% |
$4.22K - $4.6K
|
4.51K
$1.22M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 2.69% |
$3.96K - $4.31K
|
572
$154K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15+ 0.49% |
$3.96K - $4.31K
|
3.08K
$828K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
15+ 1.24% |
$3.96K - $4.31K
|
1.22K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
12+ 0.22% |
$3.17K - $3.45K
|
5.43K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8+ 0.12% |
$2.11K - $2.3K
|
6.89K
$1.86M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
7+ 0.3% |
$1.85K - $2.01K
|
2.34K
$631K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7+ 0.14% |
$1.85K - $2.01K
|
4.87K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5+ 1.77% |
$1.32K - $1.44K
|
287
$77.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
5New |
$1.32K - $1.44K
|
5
$1.35K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4+ 0.09% |
$1.06K - $1.15K
|
4.43K
$1.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4New |
$1.06K - $1.15K
|
4
$1.08K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2+ 0.06% |
$528 - $575
|
3.38K
$911K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.17% |
$528 - $575
|
1.19K
$320K
|
|
| Q2 2025 | |||||||
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
127KNew |
$25.3M - $34.1M
|
127K
$34.1M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.3K+ 12.65% |
$9.07M - $12.2M
|
403K
$109M
|
|
|
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 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 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.16KNew |
$1.43M - $1.93M
|
7.16K
$1.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.59KNew |
$1.32M - $1.77M
|
6.59K
$1.77M
|
|
|
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
2.73K+ 7.75% |
$546K - $734K
|
37.9K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.57K+ 226.57% |
$514K - $691K
|
3.7K
$997K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.55K+ 5.06% |
$510K - $686K
|
52.8K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$421K - $566K
|
2.1K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1KNew |
$421K - $566K
|
2.1K
$566K
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.82KNew |
$365K - $491K
|
1.82K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.36KNew |
$272K - $365K
|
1.36K
$365K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.25KNew |
$251K - $338K
|
1.25K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.2KNew |
$240K - $323K
|
1.2K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1KNew |
$200K - $269K
|
1K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
996New |
$199K - $268K
|
996
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
971New |
$194K - $262K
|
971
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
958New |
$192K - $258K
|
958
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
932New |
$187K - $251K
|
932
$251K
|
|