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 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
8.52KNew |
$1.64M - $1.77M
|
8.52K
$2.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40New |
$7.72K - $8.31K
|
40
$10.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
223+ 602.7% |
$43K - $46.3K
|
260
$69.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 4.17% |
$193 - $208
|
23
$6.12K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-44- 48.35% |
$8.49K - $9.14K
|
47
$12.5K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-649- 17.17% |
$125K - $135K
|
3.13K
$832K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$386 - $416
|
2
$532
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
50New |
$9.65K - $10.4K
|
50
$13.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4New |
$772 - $831
|
4
$1.06K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-82- 0.94% |
$15.8K - $17K
|
8.66K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-391- 95.13% |
$75.4K - $81.3K
|
20
$5.32K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-466- 20.02% |
$89.9K - $96.9K
|
1.86K
$495K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
454+ 9.56% |
$87.6K - $94.4K
|
5.2K
$1.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
25New |
$4.82K - $5.2K
|
25
$6.65K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$338K - $364K
|
1.75K
$465K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
65New |
$12.5K - $13.5K
|
65
$17.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-200- 16.93% |
$38.6K - $41.6K
|
981
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
32New |
$6.17K - $6.65K
|
32
$8.51K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$1.74K - $1.87K
|
9
$2.39K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5.09KNew |
$982K - $1.06M
|
5.09K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
138New |
$26.6K - $28.7K
|
138
$36.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-318- 46.56% |
$61.3K - $66.1K
|
365
$97K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
44New |
$8.49K - $9.14K
|
44
$11.7K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
68New |
$12.2K - $14K
|
68
$18.1K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15New |
$2.69K - $3.09K
|
15
$3.99K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-725- 22.34% |
$130K - $150K
|
2.52K
$670K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
839+ 2.92% |
$150K - $173K
|
29.6K
$7.86M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
25.1KNew |
$4.5M - $5.18M
|
25.1K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
95+ 3.75% |
$17K - $19.6K
|
2.63K
$698K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.79K+ 40.28% |
$1.04M - $1.19M
|
20.2K
$5.36M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$26.6K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$26.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 30.41% |
$1.82M - $2.09M
|
43.5K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.4K+ 269.4% |
$4.9M - $5.65M
|
37.5K
$9.98M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
71New |
$12.7K - $14.6K
|
71
$18.9K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$3.4K - $3.92K
|
19
$5.05K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.07KNew |
$192K - $221K
|
1.07K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
26New |
$4.66K - $5.36K
|
26
$6.91K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-98- 8.77% |
$17.5K - $20.2K
|
1.02K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.27KNew |
$226K - $261K
|
1.27K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
190New |
$34K - $39.2K
|
190
$50.5K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-153- 10.76% |
$27.4K - $31.6K
|
1.27K
$337K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
8.26KNew |
$1.48M - $1.7M
|
8.26K
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-48- 57.14% |
$8.59K - $9.9K
|
36
$9.57K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.06KNew |
$189K - $218K
|
1.06K
$281K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
21New |
$3.76K - $4.33K
|
21
$5.58K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2- 0.03% |
$358 - $413
|
7.69K
$2.05M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
37New |
$6.62K - $7.63K
|
37
$9.84K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-230- 76.41% |
$41.2K - $47.4K
|
71
$18.9K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-217- 17.54% |
$38.9K - $44.8K
|
1.02K
$271K
|
|