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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
26New |
$4.66K - $5.36K
|
26
$6.26K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-98- 8.77% |
$17.5K - $20.2K
|
1.02K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.27KNew |
$226K - $261K
|
1.27K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
190New |
$34K - $39.2K
|
190
$45.7K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-153- 10.76% |
$27.4K - $31.6K
|
1.27K
$305K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
8.26KNew |
$1.48M - $1.7M
|
8.26K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-48- 57.14% |
$8.59K - $9.9K
|
36
$8.66K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
134+ 8.65% |
$24K - $27.6K
|
1.68K
$405K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-787- 10.74% |
$141K - $162K
|
6.54K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.06KNew |
$189K - $218K
|
1.06K
$254K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
21New |
$3.76K - $4.33K
|
21
$5.05K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2- 0.03% |
$358 - $413
|
7.69K
$1.85M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
37New |
$6.62K - $7.63K
|
37
$8.9K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-230- 76.41% |
$41.2K - $47.4K
|
71
$17.1K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$1.81M - $2.08M
|
10.1K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-217- 17.54% |
$38.9K - $44.8K
|
1.02K
$245K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17KNew |
$3.05M - $3.52M
|
17K
$4.1M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
54New |
$9.67K - $11.1K
|
54
$13K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1KNew |
$179K - $206K
|
1K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-150- 60.0% |
$26.9K - $30.9K
|
100
$24.1K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-306- 11.63% |
$54.8K - $63.1K
|
2.32K
$559K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45+ 34.88% |
$8.06K - $9.28K
|
174
$41.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
28.7KNew |
$5.14M - $5.92M
|
28.7K
$6.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.35KNew |
$241K - $278K
|
1.35K
$324K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
142New |
$25.4K - $29.3K
|
142
$34.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-750- 3.12% |
$134K - $155K
|
23.3K
$5.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-8.71K- 86.87% |
$1.56M - $1.8M
|
1.32K
$317K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-382- 22.83% |
$68.4K - $78.8K
|
1.29K
$311K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-531- 33.78% |
$95.1K - $110K
|
1.04K
$251K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-280- 18.15% |
$50.1K - $57.8K
|
1.26K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
100+ 6.25% |
$17.9K - $20.6K
|
1.7K
$409K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-339- 69.33% |
$60.7K - $69.9K
|
150
$36.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$210K - $242K
|
1.17K
$282K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.29K+ 82.15% |
$410K - $473K
|
5.08K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.7KNew |
$1.56M - $1.79M
|
8.7K
$2.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-45- 0.58% |
$8.06K - $9.28K
|
7.73K
$1.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
20.4KNew |
$3.65M - $4.21M
|
20.4K
$4.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
180New |
$32.2K - $37.1K
|
180
$43.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
984New |
$176K - $203K
|
984
$237K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
31KNew |
$5.56M - $6.4M
|
31K
$7.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-34- 3.11% |
$6.09K - $7.01K
|
1.06K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
275+ 23.23% |
$49.2K - $56.7K
|
1.46K
$351K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.97KNew |
$532K - $613K
|
2.97K
$715K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 16.67% |
$4.48K - $5.16K
|
125
$30.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$24.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
872KNew |
$156M - $180M
|
872K
$210M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-33- 1.07% |
$5.91K - $6.81K
|
3.06K
$736K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-16- 2.03% |
$2.86K - $3.3K
|
774
$186K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
74New |
$13.2K - $15.3K
|
74
$17.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2- 0.04% |
$358 - $413
|
5.42K
$1.3M
|