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 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
100New |
$18.4K - $21.2K
|
100
$25.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 149.25% |
$18.4K - $21.2K
|
167
$43.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
98+ 8.63% |
$18K - $20.8K
|
1.23K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
76+ 2.47% |
$14K - $16.1K
|
3.16K
$816K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
69+ 4.86% |
$12.7K - $14.7K
|
1.49K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
67+ 1.49% |
$12.3K - $14.2K
|
4.57K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
63+ 0.7% |
$11.6K - $13.4K
|
9.03K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56+ 0.37% |
$10.3K - $11.9K
|
15.1K
$3.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
54+ 3.22% |
$9.92K - $11.5K
|
1.73K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
50+ 0.67% |
$9.18K - $10.6K
|
7.47K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
50New |
$9.18K - $10.6K
|
50
$12.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
50+ 3.0% |
$9.18K - $10.6K
|
1.72K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
47+ 27.98% |
$8.63K - $9.99K
|
215
$55.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
27+ 1.77% |
$4.96K - $5.74K
|
1.55K
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
25+ 1.63% |
$4.59K - $5.31K
|
1.56K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
23+ 1.06% |
$4.22K - $4.89K
|
2.19K
$566K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.48% |
$2.57K - $2.97K
|
2.93K
$756K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10+ 0.81% |
$1.84K - $2.12K
|
1.25K
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
10+ 0.13% |
$1.84K - $2.12K
|
7.56K
$1.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10+ 0.02% |
$1.84K - $2.12K
|
64.8K
$16.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.27% |
$918 - $1.06K
|
1.83K
$474K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.47% |
$918 - $1.06K
|
1.07K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 0.35% |
$735 - $850
|
1.16K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$735 - $850
|
26.3K
$6.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3+ 0.02% |
$551 - $637
|
12.7K
$3.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.87% |
$551 - $637
|
347
$89.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.17% |
$367 - $425
|
1.19K
$308K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39.4KNew |
$7.59M - $8.18M
|
39.4K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.5K+ 16.72% |
$2.6M - $2.8M
|
93.9K
$24.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
8.52KNew |
$1.64M - $1.77M
|
8.52K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.59KNew |
$1.27M - $1.37M
|
6.59K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.55KNew |
$1.26M - $1.36M
|
6.55K
$1.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5.09KNew |
$982K - $1.06M
|
5.09K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.94K+ 5.7% |
$953K - $1.03M
|
91.7K
$23.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.26KNew |
$628K - $677K
|
3.26K
$842K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.7K+ 26.91% |
$521K - $561K
|
12.7K
$3.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.53KNew |
$488K - $526K
|
2.53K
$654K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.43K+ 6954.29% |
$470K - $506K
|
2.47K
$638K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2KNew |
$386K - $416K
|
2K
$517K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$338K - $364K
|
1.75K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.4K+ 23.86% |
$269K - $290K
|
7.24K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.37KNew |
$264K - $285K
|
1.37K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$247K - $266K
|
1.28K
$331K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$211K - $228K
|
1.1K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1KNew |
$193K - $208K
|
1K
$259K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
454+ 9.56% |
$87.6K - $94.4K
|
5.2K
$1.34M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
431+ 7.04% |
$83.1K - $89.6K
|
6.56K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
400+ 1428.57% |
$77.2K - $83.1K
|
428
$111K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
231+ 87.5% |
$44.6K - $48K
|
495
$128K
|
|