Latest Institutional Transactions on First Tr Fd Dow Jones (FDN)
This table provides information on the latest institutional transactions involving First Tr Fd Dow Jones (FDN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-414- 1.06% |
$91.7K - $110K
|
38.8K
$8.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-165- 0.62% |
$36.5K - $44K
|
26.7K
$6.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 44.98% |
$355K - $428K
|
1.96K
$454K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 20.56% |
$423K - $510K
|
7.39K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-295- 1.37% |
$65.3K - $78.7K
|
21.2K
$4.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
227+ 3.7% |
$50.3K - $60.6K
|
6.36K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
283+ 21.01% |
$62.7K - $75.5K
|
1.63K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-12.3K- 99.97% |
$2.72M - $3.28M
|
4
$925
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-60- 3.27% |
$13.3K - $16K
|
1.78K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-380- 6.36% |
$84.1K - $101K
|
5.6K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
93.4KNew |
$20.7M - $24.9M
|
93.4K
$21.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1K+ 14.69% |
$222K - $268K
|
7.84K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-20- 1.87% |
$4.43K - $5.34K
|
1.05K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
710+ 18.68% |
$157K - $189K
|
4.51K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29- 7.23% |
$6.42K - $7.74K
|
372
$86K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-78- 2.87% |
$17.3K - $20.8K
|
2.64K
$610K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.17K- 2.07% |
$702K - $846K
|
150K
$34.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-699- 42.34% |
$155K - $187K
|
952
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.47K- 12.13% |
$767K - $925K
|
25.1K
$5.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.2K- 21.99% |
$10.2M - $12.3M
|
164K
$37.9M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-430- 7.65% |
$95.2K - $115K
|
5.19K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.21K- 5.79% |
$267K - $322K
|
19.6K
$4.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-369- 22.61% |
$81.7K - $98.5K
|
1.26K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.31KNew |
$732K - $882K
|
3.31K
$764K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
300New |
$66.4K - $80.1K
|
300
$69.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
946New |
$209K - $252K
|
946
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
680New |
$151K - $181K
|
680
$157K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-243- 40.23% |
$53.8K - $64.8K
|
361
$83.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-20- 0.26% |
$4.43K - $5.34K
|
7.79K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-109- 1.88% |
$24.1K - $29.1K
|
5.69K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
206New |
$45.6K - $55K
|
206
$47.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-85- 8.18% |
$18.8K - $22.7K
|
954
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
50New |
$11.1K - $13.3K
|
50
$11.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
8+ 3.77% |
$1.77K - $2.13K
|
220
$50.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
74+ 5.32% |
$16.4K - $19.7K
|
1.46K
$338K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 15.28% |
$474K - $572K
|
11.9K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-92- 5.3% |
$20.4K - $24.6K
|
1.64K
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-261- 3.64% |
$57.8K - $69.7K
|
6.9K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
936New |
$207K - $250K
|
936
$216K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-100- 5.87% |
$22.1K - $26.7K
|
1.61K
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
229+ 2.75% |
$50.7K - $61.1K
|
8.54K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
255+ 3.17% |
$56.5K - $68K
|
8.3K
$1.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
200New |
$44.3K - $53.4K
|
200
$46.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
300+ 405.41% |
$66.4K - $80.1K
|
374
$86.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-362- 4.14% |
$80.1K - $96.6K
|
8.38K
$1.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-674- 37.63% |
$149K - $180K
|
1.12K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
4+ 80.0% |
$886 - $1.07K
|
9
$2.08K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
944+ 3.26% |
$209K - $252K
|
29.9K
$6.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-258- 16.09% |
$57.1K - $68.8K
|
1.35K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
13+ 0.41% |
$2.88K - $3.47K
|
3.18K
$734K
|