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 |
|---|---|---|---|---|---|---|---|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-120- 93.02% |
$18.8K - $21K
|
9
$1.91K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-99- 33.11% |
$15.5K - $17.3K
|
200
$42.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-99- 33.11% |
$15.5K - $17.3K
|
200
$42.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-30- 5.64% |
$4.7K - $5.24K
|
502
$106K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-43K- 81.31% |
$5.93M - $7.08M
|
9.89K
$2.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-580- 9.5% |
$79.9K - $95.4K
|
5.53K
$1.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-565- 5.76% |
$77.9K - $93K
|
9.25K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-503- 19.59% |
$69.3K - $82.8K
|
2.07K
$438K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-270- 51.92% |
$37.2K - $44.4K
|
250
$53K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-211- 4.25% |
$29.1K - $34.7K
|
4.76K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-65- 2.99% |
$8.96K - $10.7K
|
2.11K
$447K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-63- 48.09% |
$8.68K - $10.4K
|
68
$14.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-63- 57.8% |
$8.68K - $10.4K
|
46
$9.75K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-61- 0.93% |
$8.41K - $10K
|
6.49K
$1.38M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-43- 97.73% |
$5.92K - $7.08K
|
1
$212
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-40- 1.88% |
$5.51K - $6.58K
|
2.08K
$441K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5- 0.35% |
$689 - $823
|
1.41K
$299K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.4KClosed |
$412K - $521K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.18K- 45.72% |
$143K - $181K
|
1.4K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-780- 24.0% |
$94.7K - $120K
|
2.47K
$523K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-302- 3.98% |
$36.7K - $46.3K
|
7.29K
$1.54M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-283- 16.57% |
$34.4K - $43.4K
|
1.43K
$302K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-278- 63.91% |
$33.8K - $42.6K
|
157
$33.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-250- 41.67% |
$30.4K - $38.3K
|
350
$74.2K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-97- 4.93% |
$11.8K - $14.9K
|
1.87K
$397K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-83- 82.18% |
$10.1K - $12.7K
|
18
$3.81K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-54- 7.37% |
$6.56K - $8.28K
|
679
$144K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-40- 0.55% |
$4.86K - $6.13K
|
7.17K
$1.52M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1Closed |
$121 - $153
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-9.1K- 27.25% |
$1.06M - $1.24M
|
24.3K
$5.15M
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.28KClosed |
$264K - $309K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.96K- 10.39% |
$228K - $267K
|
16.9K
$3.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.47K- 14.2% |
$171K - $200K
|
8.9K
$1.89M
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-597- 10.48% |
$69.3K - $81.1K
|
5.1K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-550- 14.27% |
$63.9K - $74.7K
|
3.31K
$700K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-125- 96.15% |
$14.5K - $17K
|
5
$1.06K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-95- 1.57% |
$11K - $12.9K
|
5.95K
$1.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 5.63% |
$6.97K - $8.15K
|
1.01K
$213K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 1.77% |
$5.81K - $6.8K
|
2.77K
$587K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.38K- 23.84% |
$1.05M - $1.31M
|
26.8K
$5.68M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-7.5K- 93.75% |
$938K - $1.17M
|
500
$106K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-7.31K- 94.15% |
$914K - $1.14M
|
454
$96.2K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.37KClosed |
$297K - $370K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-852- 1.55% |
$107K - $133K
|
54.2K
$11.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-640- 28.34% |
$80.1K - $99.8K
|
1.62K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-546- 19.56% |
$68.3K - $85.1K
|
2.25K
$476K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-430- 35.54% |
$53.8K - $67K
|
780
$165K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-239- 53.11% |
$29.9K - $37.3K
|
211
$44.7K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$25K - $31.2K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 36.97% |
$25K - $31.2K
|
341
$72.3K
|
|