Latest Institutional Transactions on First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

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
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
134
+ 47.02%
$16.8K - $20.9K
419 $101K
Oct 20, 2022 Q3 2022
Psi Advisors, LLC

BUY
 -
2
New
$250 - $312
2 $481
Oct 13, 2022 Q3 2022
Tompkins Financial Corp

BUY
 -
100
New
$12.5K - $15.6K
100 $24.1K
Oct 11, 2022 Q3 2022
Black Swift Group, LLC

Boulder, CO
BUY
 -
73.5K
New
$9.19M - $11.5M
73.5K $17.7M
Q2 2022
Jun 28, 2024 Q2 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
15
New
$1.83K - $2.93K
15 $3.61K
Oct 13, 2023 Q2 2022
Wfa Asset Management Corp

Whitefish Bay, WI
SELL
 -
-16
Closed
$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 $790K
Aug 19, 2022 Q2 2022
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-1.32K
Closed
$162K - $258K
0 $0
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-67
Closed
$8.19K - $13.1K
0 $0
Aug 16, 2022 Q2 2022
Alaethes Wealth LLC

Glenbrook, NV
SELL
 -
-570
Closed
$69.7K - $111K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-5
Closed
$611 - $978
0 $0
Aug 15, 2022 Q2 2022
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-1.24K
Closed
$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 $1.11M
Aug 15, 2022 Q2 2022
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-1.36K
Closed
$167K - $267K
0 $0
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-1.59K
Closed
$194K - $310K
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-1.67K
Closed
$204K - $326K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-138
Closed
$16.9K - $27K
0 $0
Aug 12, 2022 Q2 2022
Barclays PLC

London, X0
SELL
 -
-2.09K
Closed
$255K - $408K
0 $0
Aug 12, 2022 Q2 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-8
- 16.67%
$978 - $1.56K
40 $9.63K
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-1.15K
Closed
$140K - $224K
0 $0
Aug 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-1.21K
Closed
$147K - $236K
0 $0
Aug 12, 2022 Q2 2022
Four Thought Financial, LLC

Venice, FL
SELL
 -
-148
- 30.96%
$18.1K - $28.9K
330 $79.4K
Aug 12, 2022 Q2 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-48
Closed
$5.87K - $9.38K
0 $0
Aug 11, 2022 Q2 2022
Avion Wealth

The Woodlands, TX
SELL
 -
-450
Closed
$55K - $88K
0 $0
Aug 11, 2022 Q2 2022
Texas Yale Capital Corp.

St. Petersburg, FL
SELL
 -
-1.22K
Closed
$149K - $238K
0 $0
Aug 11, 2022 Q2 2022
Twin Tree Management, LP

Dallas, TX
BUY
 -
50.3K
+ 50.33%
$6.14M - $9.83M
150K $36.1M
Aug 11, 2022 Q2 2022
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-1.38K
Closed
$168K - $269K
0 $0
Aug 11, 2022 Q2 2022
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-1.36K
Closed
$166K - $266K
0 $0
Aug 11, 2022 Q2 2022
Blackston Financial Advisory Group, LLC

The Villages, FL
SELL
 -
-1.8K
Closed
$221K - $353K
0 $0
Aug 11, 2022 Q2 2022
Q Pula Trading Management LP

New York, NY
BUY
 -
2.11K
New
$257K - $412K
2.11K $507K
Aug 11, 2022 Q2 2022
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-1.14K
Closed
$139K - $222K
0 $0
Aug 11, 2022 Q2 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-2.5K
Closed
$306K - $489K
0 $0
Aug 11, 2022 Q2 2022
Maripau Wealth Management LLC

Fort Wayne, IN
SELL
 -
-1.29K
Closed
$157K - $251K
0 $0
Aug 10, 2022 Q2 2022
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
3.19K
New
$389K - $623K
3.19K $767K
Aug 10, 2022 Q2 2022
Glenview Trust CO

Louisville, KY
SELL
 -
-7.04K
Closed
$860K - $1.38M
0 $0
Aug 10, 2022 Q2 2022
Vestor Capital, LLC

Chicago, IL
BUY
 -
399
New
$48.8K - $78K
399 $96K
Aug 10, 2022 Q2 2022
Wealthsource Partners, LLC

SELL
 -
-1.26K
Closed
$154K - $246K
0 $0
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.63K
Closed
$199K - $318K
0 $0
Aug 09, 2022 Q2 2022
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-29.1K
Closed
$3.56M - $5.69M
0 $0
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-1.08K
Closed
$132K - $211K
0 $0
Aug 05, 2022 Q2 2022
Ascent Group, LLC

BUY
 -
14K
New
$1.71M - $2.74M
14K $3.37M
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

SELL
 -
-124
Closed
$15.2K - $24.2K
0 $0
Aug 05, 2022 Q2 2022
Epic Trust Investment Advisors, LLC

SELL
 -
-238
- 12.21%
$29.1K - $46.5K
1.71K $412K
Aug 05, 2022 Q2 2022
Trinity Point Wealth, LLC

SELL
 -
-1.86K
Closed
$227K - $363K
0 $0
Aug 05, 2022 Q2 2022
Wms Partners, LLC

BUY
 -
2.73K
New
$333K - $533K
2.73K $656K
Aug 04, 2022 Q2 2022
Brighton Jones LLC

SELL
 -
-1.52K
Closed
$186K - $298K
0 $0
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

SELL
 -
-100
Closed
$12.2K - $19.6K
0 $0
Aug 04, 2022 Q2 2022
Parker Investment Management, LLC

SELL
 -
-2.4K
Closed
$293K - $469K
0 $0
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

SELL
 -
-1.3K
Closed
$159K - $255K
0 $0

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