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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
67+ 0.2% |
$13.4K - $18K
|
33.4K
$8.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-23- 0.95% |
$4.61K - $6.19K
|
2.4K
$639K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
176+ 1.92% |
$35.3K - $47.4K
|
9.35K
$2.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23+ 0.27% |
$4.61K - $6.19K
|
8.58K
$2.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-25- 1.08% |
$5.01K - $6.73K
|
2.29K
$609K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
151+ 9.56% |
$30.2K - $40.7K
|
1.73K
$460K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
960New |
$192K - $259K
|
960
$255K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.23KNew |
$246K - $330K
|
1.23K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-145- 3.41% |
$29K - $39.1K
|
4.11K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
858New |
$172K - $231K
|
858
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-277- 4.77% |
$55.5K - $74.6K
|
5.53K
$1.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 2.53% |
$21.6K - $29.1K
|
4.16K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
851New |
$170K - $229K
|
851
$226K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
142+ 4.23% |
$28.4K - $38.2K
|
3.5K
$930K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
83+ 1.4% |
$16.6K - $22.4K
|
6K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-607- 6.44% |
$122K - $163K
|
8.82K
$2.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-120- 34.09% |
$24K - $32.3K
|
232
$61.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
142+ 9.9% |
$28.4K - $38.2K
|
1.58K
$419K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.19K+ 21.82% |
$1.64M - $2.21M
|
45.7K
$12.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-548- 2.27% |
$110K - $148K
|
23.6K
$6.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
779New |
$156K - $210K
|
779
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-883- 20.16% |
$177K - $238K
|
3.5K
$930K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 70.55% |
$23K - $31K
|
48
$12.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
895New |
$179K - $241K
|
895
$238K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-90- 8.65% |
$18K - $24.2K
|
950
$253K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 3.74% |
$20K - $26.9K
|
2.58K
$685K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-50- 3.85% |
$11.1K - $13.3K
|
1.25K
$332K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-2.35K- 25.36% |
$521K - $628K
|
6.93K
$1.84M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6.61KNew |
$1.46M - $1.76M
|
6.61K
$1.76M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.9K+ 111.84% |
$3.07M - $3.7M
|
26.3K
$6.99M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5- 0.15% |
$1.11K - $1.33K
|
3.32K
$883K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.22K- 20.55% |
$270K - $326K
|
4.72K
$1.26M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4KNew |
$885K - $1.07M
|
4K
$1.06M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.14K- 20.92% |
$474K - $571K
|
8.09K
$2.15M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-210- 13.69% |
$46.5K - $56K
|
1.32K
$352K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.23K- 0.79% |
$272K - $328K
|
154K
$41M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.45KNew |
$542K - $654K
|
2.45K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-4.67K- 17.49% |
$1.03M - $1.25M
|
22K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
645+ 19.62% |
$143K - $172K
|
3.93K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.4K+ 100.0% |
$974K - $1.17M
|
8.8K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.4K- 99.99% |
$3.19M - $3.84M
|
2
$532
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48- 1.0% |
$10.6K - $12.8K
|
4.77K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-292- 3.52% |
$64.6K - $77.9K
|
8.01K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
27.7K+ 51.87% |
$6.14M - $7.4M
|
81.2K
$21.6M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
CALL |
1.4K+ 34.15% |
$310K - $374K
|
5.5K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.49K- 70.3% |
$1.22M - $1.47M
|
2.32K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
140K+ 339.83% |
$31.1M - $37.4M
|
182K
$48.3M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.7KNew |
$3.91M - $4.71M
|
17.7K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-21- 0.34% |
$4.65K - $5.6K
|
6.17K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
85.3KNew |
$18.9M - $22.8M
|
85.3K
$22.7M
|
|