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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
202New |
$25.3K - $31.5K
|
202
$43.5K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-852- 1.55% |
$107K - $133K
|
54.2K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35+ 2.16% |
$4.38K - $5.46K
|
1.66K
$357K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.7KNew |
$213K - $265K
|
1.7K
$366K
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
9.17KNew |
$1.15M - $1.43M
|
9.17K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-546- 19.56% |
$68.3K - $85.1K
|
2.25K
$483K
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-8.38K- 23.84% |
$1.05M - $1.31M
|
26.8K
$5.77M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
150KNew |
$18.8M - $23.5M
|
150K
$32.4M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-175- 8.82% |
$21.9K - $27.3K
|
1.81K
$389K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
30New |
$3.75K - $4.68K
|
30
$6.46K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-165- 9.05% |
$20.6K - $25.7K
|
1.66K
$357K
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.3KNew |
$413K - $515K
|
3.3K
$710K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
96New |
$12K - $15K
|
96
$20.7K
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.22KNew |
$402K - $501K
|
3.22K
$692K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
698+ 3.83% |
$87.3K - $109K
|
18.9K
$4.08M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-640- 28.34% |
$80.1K - $99.8K
|
1.62K
$348K
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-32- 10.96% |
$4K - $4.99K
|
260
$56K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-430- 35.54% |
$53.8K - $67K
|
780
$168K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-239- 53.11% |
$29.9K - $37.3K
|
211
$45.4K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.94KNew |
$242K - $302K
|
1.94K
$417K
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
BUY
|
- |
13.2KNew |
$1.65M - $2.05M
|
13.2K
$2.83M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.25KNew |
$281K - $351K
|
2.25K
$484K
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-7.31K- 94.15% |
$914K - $1.14M
|
454
$97.7K
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-7.5K- 93.75% |
$938K - $1.17M
|
500
$108K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
700New |
$87.6K - $109K
|
700
$151K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56+ 2.41% |
$7.01K - $8.73K
|
2.38K
$513K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
142+ 0.7% |
$17.8K - $22.1K
|
20.4K
$4.4M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
134+ 47.02% |
$16.8K - $20.9K
|
419
$90.2K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$250 - $312
|
2
$431
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$12.5K - $15.6K
|
100
$21.5K
|
|
Oct 11, 2022
Q3 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
73.5KNew |
$9.19M - $11.5M
|
73.5K
$15.8M
|
|
Q2 2022 | |||||||
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
15New |
$1.83K - $2.93K
|
15
$3.23K
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-16Closed |
$1.96K - $3.13K
|
0
$0
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
15+ 0.46% |
$1.83K - $2.93K
|
3.28K
$707K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.32KClosed |
$162K - $258K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-67Closed |
$8.19K - $13.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-570Closed |
$69.7K - $111K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.19KClosed |
$146K - $233K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-5Closed |
$611 - $978
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.24KClosed |
$152K - $243K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-326- 6.62% |
$39.8K - $63.7K
|
4.6K
$989K
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.36KClosed |
$167K - $267K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.59KClosed |
$194K - $310K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.67KClosed |
$204K - $326K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-138Closed |
$16.9K - $27K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.09KClosed |
$255K - $408K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 16.67% |
$978 - $1.56K
|
40
$8.61K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.15KClosed |
$140K - $224K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.21KClosed |
$147K - $236K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-148- 30.96% |
$18.1K - $28.9K
|
330
$71K
|