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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-28- 58.33% |
$5.61K - $7.54K
|
20
$5.39K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-28- 59.57% |
$5.61K - $7.54K
|
19
$5.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-25- 1.13% |
$5.01K - $6.73K
|
2.19K
$590K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-23- 1.26% |
$4.61K - $6.19K
|
1.81K
$486K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 1.29% |
$4.61K - $6.19K
|
1.77K
$475K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-21- 60.0% |
$4.21K - $5.66K
|
14
$3.77K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-20- 0.18% |
$4.01K - $5.39K
|
11.3K
$3.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-16- 0.85% |
$3.2K - $4.31K
|
1.87K
$503K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-15- 1.41% |
$3K - $4.04K
|
1.05K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-11- 0.48% |
$2.2K - $2.96K
|
2.26K
$608K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-11- 0.59% |
$2.2K - $2.96K
|
1.85K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9- 0.54% |
$1.8K - $2.42K
|
1.67K
$451K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-6- 3.87% |
$1.2K - $1.62K
|
149
$40.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.47% |
$1K - $1.35K
|
1.07K
$287K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 3.03% |
$200 - $269
|
32
$8.62K
|
|
| Q1 2025 | |||||||
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-12.3K- 99.97% |
$2.72M - $3.28M
|
4
$1.08K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-2.35K- 25.36% |
$521K - $628K
|
6.93K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.48K- 38.22% |
$327K - $394K
|
2.38K
$642K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.21K- 23.38% |
$268K - $323K
|
3.96K
$1.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-518- 36.48% |
$115K - $138K
|
902
$243K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-255- 3.56% |
$56.5K - $68K
|
6.91K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-250- 11.8% |
$55.3K - $66.7K
|
1.87K
$503K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-243- 40.23% |
$53.8K - $64.8K
|
361
$97.2K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-166- 46.11% |
$36.7K - $44.3K
|
194
$52.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-145- 12.36% |
$32.1K - $38.7K
|
1.03K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-121- 10.72% |
$26.8K - $32.3K
|
1.01K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 26.97% |
$26.6K - $32K
|
325
$87.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-100- 5.87% |
$22.1K - $26.7K
|
1.61K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-96- 63.16% |
$21.3K - $25.6K
|
56
$15.1K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-74- 0.35% |
$16.4K - $19.7K
|
21.3K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-70- 4.83% |
$15.5K - $18.7K
|
1.38K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-62- 2.57% |
$13.7K - $16.5K
|
2.35K
$633K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 1.29% |
$11.1K - $13.3K
|
3.82K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-39- 97.5% |
$8.63K - $10.4K
|
1
$269
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35- 0.38% |
$7.75K - $9.34K
|
9.12K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29- 7.23% |
$6.42K - $7.74K
|
372
$100K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-24- 7.45% |
$5.31K - $6.4K
|
298
$80.3K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-19- 19.0% |
$4.21K - $5.07K
|
81
$21.8K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-15- 0.83% |
$3.32K - $4K
|
1.8K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 1.75% |
$886 - $1.07K
|
225
$60.6K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-52.2K- 74.25% |
$11M - $13.4M
|
18.1K
$4.87M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-946- 94.98% |
$199K - $243K
|
50
$13.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-596- 9.6% |
$125K - $153K
|
5.62K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-466- 3.5% |
$98.1K - $120K
|
12.8K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-299- 22.23% |
$62.9K - $76.9K
|
1.05K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-250- 19.04% |
$52.6K - $64.3K
|
1.06K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-179- 72.76% |
$37.7K - $46K
|
67
$18K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-126- 47.01% |
$26.5K - $32.4K
|
142
$38.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-118- 2.59% |
$24.8K - $30.4K
|
4.43K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-113- 4.31% |
$23.8K - $29.1K
|
2.51K
$675K
|
|