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
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-101- 7.56% |
$21.3K - $26K
|
1.24K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 50.0% |
$12.6K - $15.4K
|
60
$16.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-54- 4.09% |
$11.4K - $13.9K
|
1.27K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-23- 0.69% |
$4.84K - $5.92K
|
3.33K
$898K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6- 5.5% |
$1.26K - $1.54K
|
103
$27.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.51% |
$211 - $257
|
196
$52.8K
|
|
| Q3 2024 | |||||||
|
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
$3.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.63K- 3.11% |
$1.22M - $1.41M
|
206K
$55.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.68K- 10.66% |
$308K - $356K
|
14K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.23K- 91.08% |
$225K - $261K
|
120
$32.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-300- 4.28% |
$55.1K - $63.7K
|
6.71K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-202- 61.4% |
$37.1K - $42.9K
|
127
$34.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 9.09% |
$18.4K - $21.2K
|
1K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-80- 5.54% |
$14.7K - $17K
|
1.36K
$367K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-80- 0.7% |
$14.7K - $17K
|
11.4K
$3.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-63- 34.05% |
$11.6K - $13.4K
|
122
$32.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 66.2% |
$8.63K - $9.99K
|
24
$6.46K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-24- 0.49% |
$4.41K - $5.1K
|
4.88K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-9- 20.0% |
$1.65K - $1.91K
|
36
$9.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.43% |
$918 - $1.06K
|
1.16K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 7.5% |
$551 - $637
|
37
$9.97K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.86% |
$367 - $425
|
230
$61.9K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.9K- 59.9% |
$2.11M - $2.27M
|
7.33K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.34K- 81.86% |
$644K - $694K
|
740
$199K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-649- 17.17% |
$125K - $135K
|
3.13K
$843K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-466- 20.02% |
$89.9K - $96.9K
|
1.86K
$501K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-318- 46.56% |
$61.3K - $66.1K
|
365
$98.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-200- 16.93% |
$38.6K - $41.6K
|
981
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-60- 55.56% |
$11.6K - $12.5K
|
48
$12.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 1.27% |
$386 - $416
|
155
$41.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 4.17% |
$193 - $208
|
23
$6.19K
|
|
| Q1 2024 | |||||||
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-750- 3.12% |
$134K - $155K
|
23.3K
$6.27M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-725- 22.34% |
$130K - $150K
|
2.52K
$679K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-382- 22.83% |
$68.4K - $78.8K
|
1.29K
$348K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-306- 11.63% |
$54.8K - $63.1K
|
2.32K
$626K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-230- 76.41% |
$41.2K - $47.4K
|
71
$19.1K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-98- 8.77% |
$17.5K - $20.2K
|
1.02K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-48- 57.14% |
$8.59K - $9.9K
|
36
$9.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-45- 0.58% |
$8.06K - $9.28K
|
7.73K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-34- 3.11% |
$6.09K - $7.01K
|
1.06K
$285K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-33- 1.07% |
$5.91K - $6.81K
|
3.06K
$824K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 16.67% |
$4.48K - $5.16K
|
125
$33.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-16- 2.03% |
$2.86K - $3.3K
|
774
$208K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2- 0.03% |
$358 - $413
|
7.69K
$2.07M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2- 0.04% |
$358 - $413
|
5.42K
$1.46M
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.57K- 37.22% |
$380K - $485K
|
4.34K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.79K- 11.19% |
$264K - $336K
|
14.2K
$3.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.6K- 94.12% |
$236K - $301K
|
100
$26.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-1.4K- 82.35% |
$207K - $264K
|
300
$80.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.31K- 20.03% |
$193K - $246K
|
5.22K
$1.41M
|
|