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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.23KNew |
$225K - $261K
|
1.23K
$259K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-750- 10.51% |
$138K - $159K
|
6.39K
$1.35M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.86% |
$367 - $425
|
230
$48.5K
|
|
Q2 2024 | |||||||
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.13% |
$772 - $831
|
3.07K
$648K
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 0.67% |
$2.31K - $2.49K
|
1.79K
$377K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-165- 7.2% |
$31.8K - $34.3K
|
2.13K
$449K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.7K- 23.01% |
$4.76M - $5.13M
|
82.5K
$17.4M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.61K- 2.59% |
$889K - $958K
|
174K
$36.7M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-465- 4.64% |
$89.7K - $96.6K
|
9.56K
$2.02M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
512+ 3.5% |
$98.8K - $106K
|
15.1K
$3.19M
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-2- 0.02% |
$386 - $416
|
11.8K
$2.48M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-8.64K- 64.69% |
$1.67M - $1.8M
|
4.72K
$996K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-397- 3.04% |
$76.6K - $82.5K
|
12.6K
$2.67M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.3K- 54.0% |
$5.08M - $5.48M
|
22.4K
$4.74M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
13.5K+ 241.07% |
$2.6M - $2.81M
|
19.1K
$4.03M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
156+ 0.79% |
$30.1K - $32.4K
|
20K
$4.22M
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.04K- 1.73% |
$585K - $631K
|
172K
$36.3M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.15K+ 51.11% |
$1.38M - $1.49M
|
21.1K
$4.46M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.6K- 36.47% |
$3.97M - $4.28M
|
35.9K
$7.57M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.5K+ 35.95% |
$5.68M - $6.12M
|
111K
$23.5M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.17K- 38.65% |
$226K - $243K
|
1.86K
$392K
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.1K- 42.23% |
$599K - $645K
|
4.25K
$896K
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.53% |
$4.82K - $5.2K
|
4.72K
$996K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-806K- 77.1% |
$156M - $168M
|
240K
$50.6M
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
557+ 2.31% |
$107K - $116K
|
24.6K
$5.2M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.55KNew |
$1.26M - $1.36M
|
6.55K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-22.9K- 89.52% |
$4.41M - $4.75M
|
2.68K
$565K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 1.27% |
$386 - $416
|
155
$32.7K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-562- 11.82% |
$108K - $117K
|
4.19K
$885K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
611+ 33.33% |
$118K - $127K
|
2.44K
$516K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-44- 3.79% |
$8.49K - $9.14K
|
1.12K
$236K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-17.9K- 73.41% |
$3.45M - $3.72M
|
6.49K
$1.37M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-155- 1.82% |
$29.9K - $32.2K
|
8.37K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
800+ 6.79% |
$154K - $166K
|
12.6K
$2.66M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
292+ 0.88% |
$56.3K - $60.7K
|
33.5K
$7.07M
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-211- 9.02% |
$40.7K - $43.9K
|
2.13K
$449K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
400+ 1428.57% |
$77.2K - $83.1K
|
428
$90.3K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-325- 8.08% |
$62.7K - $67.5K
|
3.7K
$780K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.56K+ 758.74% |
$880K - $948K
|
5.16K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-58- 2.39% |
$11.2K - $12.1K
|
2.37K
$500K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-853- 5.37% |
$165K - $177K
|
15K
$3.17M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$247K - $266K
|
1.28K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-173K- 56.54% |
$33.4M - $35.9M
|
133K
$28M
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-206- 3.52% |
$39.7K - $42.8K
|
5.65K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-44.5K- 34.36% |
$8.58M - $9.25M
|
85K
$17.9M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.9K+ 6.74% |
$2.11M - $2.27M
|
173K
$36.5M
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.58KNew |
$883K - $951K
|
4.58K
$966K
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
216+ 10.14% |
$41.7K - $44.9K
|
2.35K
$495K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
19.2K+ 541.6% |
$3.69M - $3.98M
|
22.7K
$4.79M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.5K+ 11.45% |
$16.5M - $17.8M
|
832K
$176M
|