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 |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-98- 4.98% |
$18.9K - $20.4K
|
1.87K
$387K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
396+ 63.67% |
$76.4K - $82.3K
|
1.02K
$211K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
44New |
$8.49K - $9.14K
|
44
$9.11K
|
|
Q1 2024 | |||||||
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
68New |
$12.2K - $14K
|
68
$14.1K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15New |
$2.69K - $3.09K
|
15
$3.11K
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-725- 22.34% |
$130K - $150K
|
2.52K
$522K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81K+ 309.57% |
$14.5M - $16.7M
|
107K
$22.2M
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 1.83% |
$16.7K - $19.2K
|
4.98K
$1.03M
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-67- 4.28% |
$12K - $13.8K
|
1.5K
$310K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
839+ 2.92% |
$150K - $173K
|
29.6K
$6.12M
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
100+ 0.86% |
$17.9K - $20.6K
|
11.8K
$2.44M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
350+ 0.48% |
$62.7K - $72.2K
|
72.7K
$15.1M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13.3K+ 270.86% |
$2.39M - $2.75M
|
18.3K
$3.78M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25- 33.33% |
$4.48K - $5.16K
|
50
$10.4K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-162- 1.87% |
$29K - $33.4K
|
8.52K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 4.61% |
$197K - $227K
|
22.7K
$4.71M
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
25.1KNew |
$4.5M - $5.18M
|
25.1K
$5.2M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 11.94% |
$225K - $259K
|
11.8K
$2.44M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-161- 37.1% |
$28.8K - $33.2K
|
273
$56.5K
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-122- 5.56% |
$21.8K - $25.2K
|
2.07K
$429K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.3K- 51.61% |
$3.28M - $3.78M
|
17.2K
$3.56M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
323+ 1.66% |
$57.8K - $66.6K
|
19.8K
$4.11M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.55K- 10.4% |
$1.17M - $1.35M
|
56.5K
$11.7M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
844+ 45.18% |
$151K - $174K
|
2.71K
$562K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.99KNew |
$357K - $411K
|
1.99K
$413K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.9K+ 10.84% |
$2.84M - $3.27M
|
162K
$33.6M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.7K+ 5.01% |
$13.7M - $15.8M
|
1.61M
$333M
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-47- 0.41% |
$8.41K - $9.7K
|
11.4K
$2.36M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-252- 1.68% |
$45.1K - $52K
|
14.7K
$3.05M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-642- 20.91% |
$115K - $132K
|
2.43K
$503K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.26K+ 20.22% |
$405K - $466K
|
13.4K
$2.78M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
401+ 1.82% |
$71.8K - $82.7K
|
22.4K
$4.63M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 29.92% |
$198K - $228K
|
2.59K
$537K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.42KClosed |
$433K - $499K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-63- 1.63% |
$11.3K - $13K
|
3.81K
$788K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-266K- 46.47% |
$47.5M - $54.8M
|
306K
$63.3M
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-177K- 57.8% |
$31.8M - $36.6M
|
130K
$26.8M
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
39KNew |
$6.98M - $8.05M
|
39K
$8.08M
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-711- 13.64% |
$127K - $147K
|
4.5K
$932K
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.13KNew |
$381K - $439K
|
2.13K
$441K
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-27.4K- 47.19% |
$4.9M - $5.65M
|
30.6K
$6.35M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.3K- 11.91% |
$590K - $680K
|
24.4K
$5.05M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
95+ 3.75% |
$17K - $19.6K
|
2.63K
$544K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
297New |
$53.2K - $61.3K
|
297
$61.5K
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$1.25M - $1.45M
|
7.01K
$1.45M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.37K+ 3.52% |
$782K - $901K
|
128K
$26.6M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-145K- 16.27% |
$26M - $29.9M
|
747K
$155M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-161- 30.15% |
$28.8K - $33.2K
|
373
$77.2K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.33K+ 13.17% |
$238K - $275K
|
11.4K
$2.37M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.47K- 25.6% |
$979K - $1.13M
|
15.9K
$3.29M
|