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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.33KNew |
$490K - $599K
|
2.33K
$627K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.2KNew |
$463K - $565K
|
2.2K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.05KNew |
$431K - $527K
|
2.05K
$551K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.63KNew |
$342K - $419K
|
1.63K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
1.5KNew |
$315K - $385K
|
1.5K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.39KNew |
$292K - $357K
|
1.39K
$373K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.36KNew |
$286K - $350K
|
1.36K
$366K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
1.22KNew |
$256K - $313K
|
1.22K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$253K - $309K
|
1.2K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.05KNew |
$220K - $269K
|
1.05K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
950New |
$200K - $244K
|
950
$256K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
947New |
$199K - $244K
|
947
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
931New |
$196K - $239K
|
931
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
907New |
$191K - $233K
|
907
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
905New |
$191K - $233K
|
905
$244K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
691New |
$145K - $178K
|
691
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
398New |
$83.8K - $102K
|
398
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
300+ 11.11% |
$63.2K - $77.2K
|
3K
$808K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
290New |
$61K - $74.6K
|
290
$78.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
268+ 4.52% |
$56.4K - $68.9K
|
6.2K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$52.6K - $64.3K
|
250
$67.3K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
242New |
$50.9K - $62.3K
|
242
$65.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
207New |
$43.6K - $53.2K
|
207
$55.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
204New |
$42.9K - $52.5K
|
204
$54.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
191New |
$40.2K - $49.1K
|
191
$51.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
180New |
$37.9K - $46.3K
|
180
$48.5K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
163New |
$34.3K - $41.9K
|
163
$43.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
150New |
$31.6K - $38.6K
|
150
$40.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$31.6K - $38.6K
|
150
$40.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
99+ 7.26% |
$20.8K - $25.5K
|
1.46K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
76New |
$16K - $19.6K
|
76
$20.5K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
73New |
$15.4K - $18.8K
|
73
$19.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
50New |
$10.5K - $12.9K
|
50
$13.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
46New |
$9.68K - $11.8K
|
46
$12.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
46+ 0.92% |
$9.68K - $11.8K
|
5.03K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45+ 1.53% |
$9.47K - $11.6K
|
2.98K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
38New |
$8K - $9.78K
|
38
$10.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
13+ 0.4% |
$2.74K - $3.34K
|
3.27K
$880K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
12New |
$2.53K - $3.09K
|
12
$3.23K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$1.05K - $1.29K
|
5
$1.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5New |
$1.05K - $1.29K
|
5
$1.35K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1New |
$211 - $257
|
1
$269
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.06% |
$211 - $257
|
1.72K
$464K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
15.1KNew |
$2.78M - $3.21M
|
15.1K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.43KNew |
$997K - $1.15M
|
5.43K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.02KNew |
$554K - $641K
|
3.02K
$813K
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.34KNew |
$246K - $285K
|
1.34K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$202K - $234K
|
1.1K
$296K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
955New |
$175K - $203K
|
955
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
446New |
$81.9K - $94.8K
|
446
$120K
|
|