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 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-19- 19.0% |
$4.21K - $5.07K
|
81
$18.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.35K+ 111766.67% |
$742K - $895K
|
3.36K
$750K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-36- 1.46% |
$7.97K - $9.61K
|
2.43K
$542K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 3.6% |
$22.1K - $26.7K
|
2.68K
$598K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-70- 4.83% |
$15.5K - $18.7K
|
1.38K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
352New |
$77.9K - $93.9K
|
352
$78.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4- 0.42% |
$886 - $1.07K
|
941
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-387- 2.9% |
$85.7K - $103K
|
12.9K
$2.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
287+ 18.6% |
$63.5K - $76.6K
|
1.83K
$409K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-53- 0.56% |
$11.7K - $14.1K
|
9.43K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-150- 3.18% |
$33.2K - $40K
|
4.56K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
28.6K+ 19068.0% |
$6.33M - $7.63M
|
28.8K
$6.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-518- 36.48% |
$115K - $138K
|
902
$201K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
861+ 3.7% |
$191K - $230K
|
24.1K
$5.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-74- 0.81% |
$16.4K - $19.7K
|
9.08K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-55- 0.72% |
$12.2K - $14.7K
|
7.54K
$1.68M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-87- 7.95% |
$19.3K - $23.2K
|
1.01K
$225K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-126- 36.31% |
$27.9K - $33.6K
|
221
$49.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
241K+ 21635.94% |
$53.3M - $64.3M
|
242K
$54M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-31- 15.98% |
$6.86K - $8.27K
|
163
$36.4K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.8K+ 8.07% |
$621K - $748K
|
37.5K
$8.38M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-946- 94.98% |
$199K - $243K
|
50
$11.2K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.3KNew |
$2.58M - $3.16M
|
12.3K
$2.74M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
5.17KNew |
$1.09M - $1.33M
|
5.17K
$1.15M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
163New |
$34.3K - $41.9K
|
163
$36.4K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.49K+ 20.75% |
$313K - $383K
|
8.66K
$1.94M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.77K+ 120.28% |
$1M - $1.23M
|
8.73K
$1.95M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
204New |
$42.9K - $52.5K
|
204
$45.6K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-278- 1.66% |
$58.5K - $71.5K
|
16.5K
$3.69M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
103New |
$21.7K - $26.5K
|
103
$23K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-41- 2.24% |
$8.63K - $10.5K
|
1.79K
$400K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
6+ 0.49% |
$1.26K - $1.54K
|
1.22K
$273K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$1.05K - $1.29K
|
5
$1.12K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.36KNew |
$286K - $350K
|
1.36K
$304K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
145New |
$30.5K - $37.3K
|
145
$32.4K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-35- 0.84% |
$7.37K - $9K
|
4.13K
$922K
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.04KNew |
$219K - $268K
|
1.04K
$233K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.91KNew |
$613K - $750K
|
2.91K
$651K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
691New |
$145K - $178K
|
691
$154K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-454- 78.55% |
$95.6K - $117K
|
124
$27.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17K+ 117.74% |
$3.58M - $4.37M
|
31.4K
$7.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-571- 1.49% |
$120K - $147K
|
37.6K
$8.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 9.16% |
$26.1M - $31.9M
|
1.48M
$330M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.02K+ 20.47% |
$1.48M - $1.8M
|
41.3K
$9.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.05K+ 46.87% |
$221K - $270K
|
3.29K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.47K+ 7.54% |
$1.36M - $1.66M
|
92.4K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$644K - $787K
|
3.06K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-410- 4.71% |
$86.3K - $105K
|
8.3K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.11K- 3.09% |
$234K - $287K
|
34.9K
$7.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
20.5K+ 43.43% |
$4.32M - $5.27M
|
67.7K
$15.1M
|
|