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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-500- 2.33% |
$91.8K - $106K
|
21K
$5.29M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
37.7K+ 2224.04% |
$6.92M - $8M
|
39.3K
$9.92M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.21KNew |
$1.14M - $1.32M
|
6.21K
$1.57M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.74K- 10.4% |
$503K - $582K
|
23.6K
$5.95M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
230New |
$42.2K - $48.9K
|
230
$58K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
5.23KNew |
$961K - $1.11M
|
5.23K
$1.32M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 2.42% |
$36.7K - $42.5K
|
8.07K
$2.03M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.28K- 68.91% |
$235K - $272K
|
578
$146K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.44K- 7.26% |
$448K - $518K
|
31.1K
$7.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.37K- 60.43% |
$986K - $1.14M
|
3.52K
$887K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.32K- 5.41% |
$1.71M - $1.98M
|
163K
$41.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-300- 4.28% |
$55.1K - $63.7K
|
6.71K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
50+ 0.67% |
$9.18K - $10.6K
|
7.47K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.37K- 26.65% |
$619K - $716K
|
9.28K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.05K+ 88.23% |
$193K - $223K
|
2.24K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.9K+ 60.04% |
$2.36M - $2.73M
|
34.3K
$8.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-493- 4.19% |
$90.6K - $105K
|
11.3K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
239+ 1.9% |
$43.9K - $50.8K
|
12.8K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5- 1.83% |
$918 - $1.06K
|
268
$67.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
67+ 1.49% |
$12.3K - $14.2K
|
4.57K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
162+ 11.89% |
$29.8K - $34.4K
|
1.52K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
311K+ 70.2% |
$57.1M - $66.1M
|
754K
$190M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.31K+ 4.67% |
$425K - $492K
|
51.8K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346+ 4.14% |
$63.6K - $73.5K
|
8.71K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.43% |
$918 - $1.06K
|
1.16K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 19.14% |
$2.01M - $2.33M
|
68.1K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
119+ 8.93% |
$21.9K - $25.3K
|
1.45K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
451+ 7.6% |
$82.8K - $95.8K
|
6.39K
$1.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
454+ 26.17% |
$83.4K - $96.5K
|
2.19K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 17.21% |
$501K - $580K
|
18.6K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-31- 0.92% |
$5.69K - $6.59K
|
3.35K
$844K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 1.71% |
$274K - $317K
|
86.1K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
76+ 2.47% |
$14K - $16.1K
|
3.16K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.78K+ 1.6% |
$326K - $378K
|
113K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
202+ 7.83% |
$37.1K - $42.9K
|
2.78K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.08% |
$551 - $637
|
3.79K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-63.4K- 47.71% |
$11.6M - $13.5M
|
69.5K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.79K- 15.88% |
$697K - $806K
|
20.1K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-124- 2.92% |
$22.8K - $26.3K
|
4.12K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
38.6K+ 1027.57% |
$7.09M - $8.21M
|
42.4K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-836- 14.8% |
$154K - $178K
|
4.81K
$1.21M
|
|
|
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
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.7K- 18.31% |
$5.82M - $6.73M
|
141K
$35.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10+ 0.81% |
$1.84K - $2.12K
|
1.25K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.1K- 22.92% |
$5.89M - $6.82M
|
108K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.81K+ 61.48% |
$517K - $598K
|
7.39K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
267+ 1.79% |
$49K - $56.7K
|
15.2K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-668- 20.45% |
$123K - $142K
|
2.6K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.36KNew |
$250K - $290K
|
1.36K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-186K- 22.37% |
$34.2M - $39.5M
|
646K
$163M
|