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 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9New |
$1.33K - $1.7K
|
9
$2.38K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
BUY
|
- |
2.17MNew |
$340M - $379M
|
2.17M
$573M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
29.4KNew |
$4.6M - $5.13M
|
29.4K
$7.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
17.9KNew |
$2.8M - $3.12M
|
17.9K
$4.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.7KNew |
$2.46M - $2.75M
|
15.7K
$4.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
13.1KNew |
$2.05M - $2.28M
|
13.1K
$3.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$1.7M - $1.89M
|
10.8K
$2.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
8KNew |
$1.25M - $1.4M
|
8K
$2.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
BUY
|
PUT |
7KNew |
$1.1M - $1.22M
|
7K
$1.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.06KNew |
$480K - $535K
|
3.06K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.03KNew |
$319K - $355K
|
2.03K
$537K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.83KNew |
$287K - $320K
|
1.83K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1KNew |
$157K - $175K
|
1K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
645New |
$101K - $113K
|
645
$170K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
300New |
$47K - $52.4K
|
300
$79.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
264+ 3.39% |
$41.4K - $46.1K
|
8.05K
$2.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
215New |
$33.7K - $37.5K
|
215
$56.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
175New |
$27.4K - $30.6K
|
175
$46.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100New |
$15.7K - $17.5K
|
100
$26.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
90New |
$14.1K - $15.7K
|
90
$23.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
53+ 4.96% |
$8.3K - $9.26K
|
1.12K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47New |
$7.36K - $8.21K
|
47
$12.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35New |
$5.48K - $6.11K
|
35
$9.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10New |
$1.57K - $1.75K
|
10
$2.64K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$627 - $699
|
4
$1.06K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
14.9K+ 476.4% |
$2.05M - $2.45M
|
18K
$4.76M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
13.5KNew |
$1.85M - $2.21M
|
13.5K
$3.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.9KNew |
$1.64M - $1.96M
|
11.9K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
6.14KNew |
$845K - $1.01M
|
6.14K
$1.62M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.25KNew |
$310K - $371K
|
2.25K
$595K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.94K+ 87.96% |
$268K - $320K
|
4.15K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.79KNew |
$246K - $294K
|
1.79K
$472K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.74KNew |
$239K - $286K
|
1.74K
$459K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.28KNew |
$177K - $211K
|
1.28K
$339K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.27KNew |
$175K - $209K
|
1.27K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1KNew |
$138K - $165K
|
1K
$264K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
619+ 2.45% |
$85.3K - $102K
|
25.8K
$6.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
404New |
$55.7K - $66.5K
|
404
$107K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
277New |
$38.2K - $45.6K
|
277
$73.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
123New |
$16.9K - $20.2K
|
123
$32.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
76New |
$10.5K - $12.5K
|
76
$20.1K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24New |
$3.31K - $3.95K
|
24
$6.34K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
57KNew |
$6.92M - $8.74M
|
57K
$15.1M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.6KNew |
$1.65M - $2.08M
|
13.6K
$3.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.37KNew |
$166K - $210K
|
1.37K
$362K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
1.36KNew |
$165K - $209K
|
1.36K
$360K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
750New |
$91.1K - $115K
|
750
$198K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
419New |
$50.9K - $64.2K
|
419
$111K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
233New |
$28.3K - $35.7K
|
233
$61.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
197New |
$23.9K - $30.2K
|
197
$52K
|
|