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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
123New |
$16.9K - $20.2K
|
123
$26.5K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
76New |
$10.5K - $12.5K
|
76
$16.4K
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5- 0.35% |
$689 - $823
|
1.41K
$304K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-63- 48.09% |
$8.68K - $10.4K
|
68
$14.6K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
277New |
$38.2K - $45.6K
|
277
$59.6K
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.94K+ 87.96% |
$268K - $320K
|
4.15K
$894K
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.74KNew |
$239K - $286K
|
1.74K
$374K
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.79KNew |
$246K - $294K
|
1.79K
$384K
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-43K- 81.31% |
$5.93M - $7.08M
|
9.89K
$2.13M
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-61- 0.93% |
$8.41K - $10K
|
6.49K
$1.4M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-117- 9.9% |
$16.1K - $19.3K
|
1.07K
$229K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.9KNew |
$1.64M - $1.96M
|
11.9K
$2.56M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-40- 1.88% |
$5.51K - $6.58K
|
2.08K
$448K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-270- 51.92% |
$37.2K - $44.4K
|
250
$53.8K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-503- 19.59% |
$69.3K - $82.8K
|
2.07K
$445K
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-70- 3.87% |
$9.65K - $11.5K
|
1.74K
$374K
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-343- 21.28% |
$47.3K - $56.4K
|
1.27K
$273K
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
619+ 2.45% |
$85.3K - $102K
|
25.8K
$5.56M
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.28KNew |
$177K - $211K
|
1.28K
$276K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
404New |
$55.7K - $66.5K
|
404
$87K
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.27KNew |
$175K - $209K
|
1.27K
$273K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
120New |
$16.5K - $19.7K
|
120
$25.8K
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-211- 4.25% |
$29.1K - $34.7K
|
4.76K
$1.02M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
368New |
$50.7K - $60.6K
|
368
$79.2K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-565- 5.76% |
$77.9K - $93K
|
9.25K
$1.99M
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-580- 9.5% |
$79.9K - $95.4K
|
5.53K
$1.19M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-63- 57.8% |
$8.68K - $10.4K
|
46
$9.9K
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-70- 4.26% |
$9.65K - $11.5K
|
1.58K
$339K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.69K- 42.97% |
$570K - $719K
|
6.23K
$1.34M
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.4KClosed |
$412K - $521K
|
0
$0
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1Closed |
$121 - $153
|
0
$0
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-97- 4.93% |
$11.8K - $14.9K
|
1.87K
$403K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.2K- 36.83% |
$145K - $184K
|
2.06K
$442K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-780- 24.0% |
$94.7K - $120K
|
2.47K
$532K
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.18K- 45.72% |
$143K - $181K
|
1.4K
$302K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-40- 0.55% |
$4.86K - $6.13K
|
7.17K
$1.54M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
14New |
$1.7K - $2.15K
|
14
$3.01K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
39New |
$4.73K - $5.98K
|
39
$8.4K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
113New |
$13.7K - $17.3K
|
113
$24.3K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
42New |
$5.1K - $6.44K
|
42
$9.04K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.6KNew |
$1.65M - $2.08M
|
13.6K
$2.92M
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
135New |
$16.4K - $20.7K
|
135
$29.1K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
44New |
$5.34K - $6.74K
|
44
$9.47K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-283- 16.57% |
$34.4K - $43.4K
|
1.43K
$307K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
57KNew |
$6.92M - $8.74M
|
57K
$12.3M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-302- 3.98% |
$36.7K - $46.3K
|
7.29K
$1.57M
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
233New |
$28.3K - $35.7K
|
233
$50.2K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
109New |
$13.2K - $16.7K
|
109
$23.5K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
59New |
$7.16K - $9.04K
|
59
$12.7K
|