Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-213- 13.65% |
$44.8K - $54.8K
|
1.35K
$285K
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-206- 11.43% |
$43.4K - $53K
|
1.6K
$338K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-188- 2.03% |
$39.6K - $48.4K
|
9.09K
$1.93M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-186- 12.49% |
$39.2K - $47.8K
|
1.3K
$276K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-179- 72.76% |
$37.7K - $46K
|
67
$14.2K
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-177- 0.45% |
$37.3K - $45.5K
|
39.2K
$8.3M
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-165- 1.56% |
$34.7K - $42.4K
|
10.4K
$2.2M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-150- 2.59% |
$31.6K - $38.6K
|
5.65K
$1.2M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-138- 1.65% |
$29K - $35.5K
|
8.24K
$1.75M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-132- 8.58% |
$27.8K - $34K
|
1.41K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-126- 47.01% |
$26.5K - $32.4K
|
142
$30.1K
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-121- 3.26% |
$25.5K - $31.1K
|
3.59K
$762K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-118- 0.33% |
$24.8K - $30.4K
|
35.3K
$7.47M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-118- 2.59% |
$24.8K - $30.4K
|
4.43K
$940K
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-117- 5.77% |
$24.6K - $30.1K
|
1.91K
$405K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-113- 4.31% |
$23.8K - $29.1K
|
2.51K
$531K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-109- 0.88% |
$22.9K - $28K
|
12.3K
$2.61M
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-106- 1.37% |
$22.3K - $27.3K
|
7.63K
$1.62M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-104- 5.38% |
$21.9K - $26.8K
|
1.83K
$387K
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-101- 7.56% |
$21.3K - $26K
|
1.24K
$262K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-100- 8.14% |
$21.1K - $25.7K
|
1.13K
$239K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-100- 6.88% |
$21.1K - $25.7K
|
1.35K
$287K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-100- 2.05% |
$21.1K - $25.7K
|
4.78K
$1.01M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-100- 5.88% |
$21.1K - $25.7K
|
1.6K
$339K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-90- 0.62% |
$18.9K - $23.2K
|
14.4K
$3.06M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-86- 3.31% |
$18.1K - $22.1K
|
2.51K
$532K
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-81- 5.57% |
$17.1K - $20.8K
|
1.37K
$291K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77- 3.75% |
$16.2K - $19.8K
|
1.98K
$419K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-76- 5.97% |
$16K - $19.6K
|
1.2K
$254K
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-71- 6.25% |
$14.9K - $18.3K
|
1.07K
$226K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-64- 3.62% |
$13.5K - $16.5K
|
1.71K
$361K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 50.0% |
$12.6K - $15.4K
|
60
$12.7K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-54- 4.09% |
$11.4K - $13.9K
|
1.27K
$268K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-53- 10.21% |
$11.2K - $13.6K
|
466
$98.8K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-51- 2.73% |
$10.7K - $13.1K
|
1.81K
$384K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-50- 2.87% |
$10.5K - $12.9K
|
1.69K
$359K
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-48- 4.6% |
$10.1K - $12.3K
|
996
$211K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-48- 1.34% |
$10.1K - $12.3K
|
3.53K
$749K
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-45- 0.95% |
$9.47K - $11.6K
|
4.7K
$995K
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-45- 1.65% |
$9.47K - $11.6K
|
2.69K
$569K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42- 0.71% |
$8.84K - $10.8K
|
5.85K
$1.24M
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-41- 2.24% |
$8.63K - $10.5K
|
1.79K
$380K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-40- 10.87% |
$8.42K - $10.3K
|
328
$69.5K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-38- 1.25% |
$8K - $9.78K
|
3K
$636K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-37- 0.63% |
$7.79K - $9.52K
|
5.81K
$1.23M
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-36- 1.64% |
$7.58K - $9.26K
|
2.15K
$456K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-35- 0.84% |
$7.37K - $9K
|
4.13K
$875K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-35- 1.61% |
$7.37K - $9K
|
2.14K
$454K
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-34- 0.6% |
$7.16K - $8.75K
|
5.6K
$1.19M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-31- 0.98% |
$6.53K - $7.97K
|
3.14K
$666K
|