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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
419New |
$77K - $89K
|
419
$113K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
320+ 0.11% |
$58.8K - $68K
|
281K
$75.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
300New |
$55.1K - $63.7K
|
300
$80.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
272+ 7.48% |
$50K - $57.8K
|
3.91K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
189New |
$34.7K - $40.2K
|
189
$50.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
152+ 0.58% |
$27.9K - $32.3K
|
26.5K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
100New |
$18.4K - $21.2K
|
100
$26.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 149.25% |
$18.4K - $21.2K
|
167
$45K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
98+ 8.63% |
$18K - $20.8K
|
1.23K
$332K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
50New |
$9.18K - $10.6K
|
50
$13.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
50+ 3.0% |
$9.18K - $10.6K
|
1.72K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
27+ 1.77% |
$4.96K - $5.74K
|
1.55K
$418K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.17% |
$367 - $425
|
1.19K
$321K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39.4KNew |
$7.59M - $8.18M
|
39.4K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.5K+ 16.72% |
$2.6M - $2.8M
|
93.9K
$25.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
8.52KNew |
$1.64M - $1.77M
|
8.52K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5.09KNew |
$982K - $1.06M
|
5.09K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$338K - $364K
|
1.75K
$471K
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.6KNew |
$308K - $332K
|
1.6K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.37KNew |
$264K - $285K
|
1.37K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1KNew |
$193K - $208K
|
1K
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
454+ 9.56% |
$87.6K - $94.4K
|
5.2K
$1.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
223+ 602.7% |
$43K - $46.3K
|
260
$70K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
138New |
$26.6K - $28.7K
|
138
$37.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
65New |
$12.5K - $13.5K
|
65
$17.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
50New |
$9.65K - $10.4K
|
50
$13.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
44New |
$8.49K - $9.14K
|
44
$11.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
32New |
$6.17K - $6.65K
|
32
$8.62K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
25New |
$4.82K - $5.2K
|
25
$6.73K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$1.74K - $1.87K
|
9
$2.42K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4New |
$772 - $831
|
4
$1.08K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$386 - $416
|
2
$539
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
28.7KNew |
$5.14M - $5.92M
|
28.7K
$7.74M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.4K+ 269.4% |
$4.9M - $5.65M
|
37.5K
$10.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
20.4KNew |
$3.65M - $4.21M
|
20.4K
$5.49M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17KNew |
$3.05M - $3.52M
|
17K
$4.59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 30.41% |
$1.82M - $2.09M
|
43.5K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
8.26KNew |
$1.48M - $1.7M
|
8.26K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.79K+ 40.28% |
$1.04M - $1.19M
|
20.2K
$5.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.97KNew |
$532K - $613K
|
2.97K
$800K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.35KNew |
$241K - $278K
|
1.35K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.27KNew |
$226K - $261K
|
1.27K
$341K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.07KNew |
$192K - $221K
|
1.07K
$288K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.06KNew |
$189K - $218K
|
1.06K
$284K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1KNew |
$179K - $206K
|
1K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
275+ 23.23% |
$49.2K - $56.7K
|
1.46K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
190New |
$34K - $39.2K
|
190
$51.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
180New |
$32.2K - $37.1K
|
180
$48.5K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
142New |
$25.4K - $29.3K
|
142
$38.2K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$26.9K
|
|