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 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.75K+ 2868.75% |
$337K - $538K
|
2.85K
$686K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.68KNew |
$205K - $328K
|
1.68K
$404K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
14.7KNew |
$1.8M - $2.88M
|
14.7K
$3.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-26.7KClosed |
$3.26M - $5.21M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.61KClosed |
$196K - $314K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.27KClosed |
$155K - $248K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-12.6KClosed |
$1.54M - $2.47M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.29KClosed |
$158K - $252K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.32K- 80.08% |
$283K - $453K
|
576
$139K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-49Closed |
$5.99K - $9.58K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.37KClosed |
$168K - $268K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$134K - $215K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-17- 6.49% |
$2.08K - $3.32K
|
245
$59K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.69KClosed |
$207K - $331K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.62KClosed |
$321K - $513K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-20- 1.67% |
$2.44K - $3.91K
|
1.18K
$283K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.3KClosed |
$159K - $255K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-430- 18.51% |
$52.6K - $84.1K
|
1.89K
$456K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-51.5KClosed |
$6.3M - $10.1M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.3KClosed |
$159K - $254K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
5.89KNew |
$720K - $1.15M
|
5.89K
$1.42M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-23- 32.86% |
$2.81K - $4.5K
|
47
$11.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.25KClosed |
$153K - $244K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-415- 18.15% |
$50.7K - $81.1K
|
1.87K
$450K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
24+ 2400.0% |
$2.93K - $4.69K
|
25
$6.02K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.85KNew |
$226K - $362K
|
1.85K
$446K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-160Closed |
$19.6K - $31.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.77KClosed |
$217K - $347K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 3.36% |
$2.93K - $4.69K
|
690
$166K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
$151K - $241K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.19KClosed |
$145K - $232K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
204New |
$24.9K - $39.9K
|
204
$49.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-3.12K- 4.97% |
$382K - $611K
|
59.7K
$14.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-118- 18.79% |
$14.4K - $23.1K
|
510
$123K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-96- 65.75% |
$11.7K - $18.8K
|
50
$12K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-220- 2.15% |
$26.9K - $43K
|
10K
$2.41M
|
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
189+ 6.04% |
$23.1K - $37K
|
3.32K
$799K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.24KClosed |
$152K - $242K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
99+ 4.58% |
$12.1K - $19.4K
|
2.26K
$544K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.13K- 67.22% |
$138K - $221K
|
550
$132K
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.43KClosed |
$297K - $475K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$1.14K - $1.59K
|
7
$1.68K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-351Closed |
$57.1K - $79.5K
|
0
$0
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.03KClosed |
$167K - $232K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-250Closed |
$40.7K - $56.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-128Closed |
$20.8K - $29K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-850Closed |
$138K - $192K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-27.1KClosed |
$4.41M - $6.14M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.8KClosed |
$456K - $634K
|
0
$0
|
|