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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-95- 1.57% |
$11K - $12.9K
|
5.95K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
38New |
$4.41K - $5.16K
|
38
$9.15K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
450New |
$52.2K - $61.2K
|
450
$108K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 1.77% |
$5.81K - $6.8K
|
2.77K
$666K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
285New |
$33.1K - $38.7K
|
285
$68.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.01K+ 402.87% |
$814K - $953K
|
8.75K
$2.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
230New |
$26.7K - $31.3K
|
230
$55.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4New |
$464 - $544
|
4
$963
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
206New |
$23.9K - $28K
|
206
$49.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-597- 10.48% |
$69.3K - $81.1K
|
5.1K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 5.63% |
$6.97K - $8.15K
|
1.01K
$242K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.47K- 14.2% |
$171K - $200K
|
8.9K
$2.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
112New |
$13K - $15.2K
|
112
$27K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
239New |
$27.8K - $32.5K
|
239
$57.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.09% |
$232 - $272
|
2.14K
$515K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
250New |
$29K - $34K
|
250
$60.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
112New |
$13K - $15.2K
|
112
$27K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
25New |
$2.9K - $3.4K
|
25
$6.02K
|
|
| Q3 2022 | |||||||
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.37KClosed |
$297K - $370K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$25K - $31.2K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 36.97% |
$25K - $31.2K
|
341
$82.1K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
65New |
$8.13K - $10.1K
|
65
$15.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
43+ 74.14% |
$5.38K - $6.7K
|
101
$24.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
194New |
$24.3K - $30.3K
|
194
$46.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
202New |
$25.3K - $31.5K
|
202
$48.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-852- 1.55% |
$107K - $133K
|
54.2K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.7KNew |
$213K - $265K
|
1.7K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
9.17KNew |
$1.15M - $1.43M
|
9.17K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-546- 19.56% |
$68.3K - $85.1K
|
2.25K
$540K
|
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.38K- 23.84% |
$1.05M - $1.31M
|
26.8K
$6.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
150KNew |
$18.8M - $23.5M
|
150K
$36.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-175- 8.82% |
$21.9K - $27.3K
|
1.81K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
30New |
$3.75K - $4.68K
|
30
$7.22K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-165- 9.05% |
$20.6K - $25.7K
|
1.66K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.3KNew |
$413K - $515K
|
3.3K
$794K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
96New |
$12K - $15K
|
96
$23.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.22KNew |
$402K - $501K
|
3.22K
$774K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
698+ 3.83% |
$87.3K - $109K
|
18.9K
$4.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-640- 28.34% |
$80.1K - $99.8K
|
1.62K
$389K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-32- 10.96% |
$4K - $4.99K
|
260
$62.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-430- 35.54% |
$53.8K - $67K
|
780
$188K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-239- 53.11% |
$29.9K - $37.3K
|
211
$50.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.94KNew |
$242K - $302K
|
1.94K
$466K
|
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
BUY
|
- |
13.2KNew |
$1.65M - $2.05M
|
13.2K
$3.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.25KNew |
$281K - $351K
|
2.25K
$541K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-7.31K- 94.15% |
$914K - $1.14M
|
454
$109K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-7.5K- 93.75% |
$938K - $1.17M
|
500
$120K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
700New |
$87.6K - $109K
|
700
$168K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56+ 2.41% |
$7.01K - $8.73K
|
2.38K
$573K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
142+ 0.7% |
$17.8K - $22.1K
|
20.4K
$4.91M
|
|