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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.28KClosed |
$208K - $290K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.4KClosed |
$390K - $542K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
150New |
$24.4K - $34K
|
150
$40K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.58KClosed |
$419K - $583K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-250- 3.11% |
$40.7K - $56.6K
|
7.8K
$2.08M
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-133Closed |
$21.6K - $30.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-331- 47.9% |
$53.9K - $75K
|
360
$96.1K
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-981Closed |
$160K - $222K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-50Closed |
$8.14K - $11.3K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.2KClosed |
$195K - $272K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.97KClosed |
$320K - $446K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-52.4KClosed |
$8.52M - $11.9M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-935Closed |
$152K - $212K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-890Closed |
$145K - $202K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-66- 58.93% |
$10.7K - $14.9K
|
46
$12.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.89KClosed |
$307K - $427K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.03KClosed |
$167K - $232K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5Closed |
$814 - $1.13K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.05KClosed |
$171K - $237K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
SELL
|
- |
-36.2KClosed |
$5.89M - $8.2M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.32KClosed |
$540K - $751K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-934Closed |
$152K - $212K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-600Closed |
$97.6K - $136K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
790New |
$129K - $179K
|
790
$211K
|
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-892Closed |
$145K - $202K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Belvedere Trading LLC
|
SELL
|
CALL |
-24KClosed |
$3.91M - $5.44M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-944Closed |
$154K - $214K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-971Closed |
$158K - $220K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.76KClosed |
$448K - $624K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
SELL
|
- |
-919Closed |
$150K - $208K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.13KNew |
$184K - $256K
|
1.13K
$302K
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
725New |
$159K - $182K
|
725
$193K
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.11KClosed |
$242K - $277K
|
0
$0
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-70Closed |
$15.3K - $17.5K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-666Closed |
$146K - $167K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-100Closed |
$21.9K - $25K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-591Closed |
$130K - $148K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
SELL
|
- |
-2.26KClosed |
$494K - $565K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
750New |
$164K - $188K
|
750
$200K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-46- 82.14% |
$10.1K - $11.5K
|
10
$2.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-887Closed |
$194K - $222K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
82New |
$18K - $20.5K
|
82
$21.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-850Closed |
$186K - $213K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-66Closed |
$14.5K - $16.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-291Closed |
$63.8K - $72.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-850Closed |
$186K - $213K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-762Closed |
$167K - $191K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-245- 94.23% |
$53.7K - $61.4K
|
15
$4K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7New |
$1.53K - $1.75K
|
7
$1.87K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-875Closed |
$192K - $219K
|
0
$0
|
|