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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.07KNew |
$192K - $221K
|
1.07K
$283K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.06KNew |
$189K - $218K
|
1.06K
$279K
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1KNew |
$179K - $206K
|
1K
$264K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
984New |
$176K - $203K
|
984
$260K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
839+ 2.92% |
$150K - $173K
|
29.6K
$7.81M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
275+ 23.23% |
$49.2K - $56.7K
|
1.46K
$385K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
190New |
$34K - $39.2K
|
190
$50.2K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
180New |
$32.2K - $37.1K
|
180
$47.6K
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
142New |
$25.4K - $29.3K
|
142
$37.5K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
134+ 8.65% |
$24K - $27.6K
|
1.68K
$445K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$26.4K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$26.4K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
95+ 3.75% |
$17K - $19.6K
|
2.63K
$694K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
74New |
$13.2K - $15.3K
|
74
$19.5K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
71New |
$12.7K - $14.6K
|
71
$18.8K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
68New |
$12.2K - $14K
|
68
$18K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
54New |
$9.67K - $11.1K
|
54
$14.3K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45+ 34.88% |
$8.06K - $9.28K
|
174
$46K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
37New |
$6.62K - $7.63K
|
37
$9.77K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
26New |
$4.66K - $5.36K
|
26
$6.87K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
21New |
$3.76K - $4.33K
|
21
$5.55K
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
21+ 1.31% |
$3.76K - $4.33K
|
1.63K
$430K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$3.4K - $3.92K
|
19
$5.02K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15New |
$2.69K - $3.09K
|
15
$3.96K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
272K+ 7875.75% |
$40.2M - $51.3M
|
276K
$72.8M
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.9KNew |
$2.5M - $3.18M
|
16.9K
$4.46M
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
15.6K+ 40.53% |
$2.3M - $2.94M
|
54K
$14.3M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.74KNew |
$848K - $1.08M
|
5.74K
$1.52M
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
4.79KNew |
$707K - $902K
|
4.79K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.05KNew |
$451K - $575K
|
3.05K
$806K
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.77KNew |
$409K - $521K
|
2.77K
$730K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.24KNew |
$184K - $234K
|
1.24K
$329K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.23KNew |
$181K - $231K
|
1.23K
$324K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.21KNew |
$179K - $229K
|
1.21K
$321K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.16KNew |
$171K - $219K
|
1.16K
$306K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
965+ 95.92% |
$143K - $182K
|
1.97K
$521K
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
753+ 1091.3% |
$111K - $142K
|
822
$217K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
575New |
$85K - $108K
|
575
$152K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
495New |
$73.2K - $93.3K
|
495
$131K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
328New |
$48.5K - $61.8K
|
328
$86.6K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
239New |
$35.3K - $45K
|
239
$63.1K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
155New |
$22.9K - $29.2K
|
155
$40.9K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
81+ 6.08% |
$12K - $15.3K
|
1.41K
$373K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
58New |
$8.57K - $10.9K
|
58
$15.3K
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
35+ 2.02% |
$5.17K - $6.59K
|
1.77K
$467K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25New |
$3.69K - $4.71K
|
25
$6.6K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
23New |
$3.4K - $4.33K
|
23
$6.08K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
22+ 122.22% |
$3.25K - $4.14K
|
40
$10.6K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22New |
$3.25K - $4.14K
|
22
$5.81K
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10New |
$1.48K - $1.88K
|
10
$2.64K
|