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 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.84% |
$6.53K - $7.97K
|
1.65K
$350K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-27- 2.71% |
$5.68K - $6.95K
|
970
$206K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-25- 1.03% |
$5.26K - $6.43K
|
2.41K
$511K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-24- 1.83% |
$5.05K - $6.17K
|
1.29K
$273K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-23- 0.69% |
$4.84K - $5.92K
|
3.33K
$707K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.38% |
$4.63K - $5.66K
|
5.8K
$1.23M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 8.4% |
$4.42K - $5.4K
|
229
$48.5K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20- 0.6% |
$4.21K - $5.14K
|
3.33K
$705K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 0.25% |
$4.21K - $5.14K
|
8.05K
$1.71M
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-16- 1.33% |
$3.37K - $4.12K
|
1.19K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-15- 0.32% |
$3.16K - $3.86K
|
4.7K
$997K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-14- 0.87% |
$2.95K - $3.6K
|
1.6K
$340K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-13- 0.09% |
$2.74K - $3.34K
|
13.9K
$2.94M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.12% |
$2.32K - $2.83K
|
9.45K
$2M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-10- 0.55% |
$2.11K - $2.57K
|
1.82K
$386K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.28% |
$1.89K - $2.32K
|
3.15K
$667K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.21% |
$1.89K - $2.32K
|
4.24K
$899K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-9- 0.48% |
$1.89K - $2.32K
|
1.87K
$396K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9- 0.33% |
$1.89K - $2.32K
|
2.72K
$576K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-8- 0.9% |
$1.68K - $2.06K
|
877
$186K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6- 5.5% |
$1.26K - $1.54K
|
103
$21.8K
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-5- 0.24% |
$1.05K - $1.29K
|
2.08K
$441K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5- 0.34% |
$1.05K - $1.29K
|
1.48K
$314K
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3- 0.17% |
$632 - $772
|
1.74K
$368K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 1.4% |
$632 - $772
|
212
$44.9K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2- 0.12% |
$421 - $514
|
1.71K
$363K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$211 - $257
|
6.62K
$1.4M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.51% |
$211 - $257
|
196
$41.5K
|
|
Q3 2024 | |||||||
Mar 18, 2025
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-636K- 82.96% |
$117M - $135M
|
131K
$27.7M
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-72.9K- 85.76% |
$13.4M - $15.5M
|
12.1K
$2.56M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-16.8K- 31.23% |
$3.08M - $3.56M
|
36.9K
$7.82M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.63K- 3.11% |
$1.22M - $1.41M
|
206K
$43.8M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.98K- 21.94% |
$914K - $1.06M
|
17.7K
$3.75M
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.12K- 45.03% |
$390K - $451K
|
2.59K
$550K
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.68K- 10.66% |
$308K - $356K
|
14K
$2.97M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.23K- 91.08% |
$225K - $261K
|
120
$25.4K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-836- 14.8% |
$154K - $178K
|
4.81K
$1.02M
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-500- 2.33% |
$91.8K - $106K
|
21K
$4.45M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-319- 4.0% |
$58.6K - $67.8K
|
7.65K
$1.62M
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-300- 4.28% |
$55.1K - $63.7K
|
6.71K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-202- 61.4% |
$37.1K - $42.9K
|
127
$26.9K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-130- 3.7% |
$23.9K - $27.6K
|
3.38K
$717K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-125- 6.76% |
$23K - $26.6K
|
1.72K
$365K
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 9.09% |
$18.4K - $21.2K
|
1K
$212K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-80- 5.54% |
$14.7K - $17K
|
1.36K
$289K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-80- 0.7% |
$14.7K - $17K
|
11.4K
$2.42M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 16.3% |
$13.8K - $15.9K
|
385
$81.6K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-63- 34.05% |
$11.6K - $13.4K
|
122
$25.9K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 66.2% |
$8.63K - $9.99K
|
24
$5.09K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-26- 0.88% |
$4.78K - $5.52K
|
2.93K
$621K
|