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 |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2Closed |
$349 - $413
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-28Closed |
$4.89K - $5.78K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.6KClosed |
$628K - $743K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-885Closed |
$154K - $183K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-255Closed |
$44.5K - $52.7K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.09KClosed |
$365K - $432K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-2.83KClosed |
$494K - $584K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Savior LLC
|
SELL
|
- |
-30.6KClosed |
$5.33M - $6.31M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-128Closed |
$22.3K - $26.4K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-230Closed |
$40.1K - $47.5K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.88KNew |
$328K - $388K
|
1.88K
$452K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-633Closed |
$110K - $131K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.58KClosed |
$451K - $534K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
388New |
$67.7K - $80.1K
|
388
$93.4K
|
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
1.27KNew |
$221K - $262K
|
1.27K
$305K
|
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8.25KClosed |
$1.44M - $1.7M
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
100New |
$17.4K - $20.6K
|
100
$24.1K
|
|
| Q2 2020 | |||||||
|
Oct 18, 2023
Q2 2020
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.74KClosed |
$559K - $819K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
515+ 19.19% |
$60.8K - $88.9K
|
3.2K
$770K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$2.12K - $3.11K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-500Closed |
$59K - $86.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-38.9KClosed |
$4.59M - $6.72M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-53Closed |
$6.25K - $9.15K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.84KClosed |
$807K - $1.18M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.23KClosed |
$263K - $385K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-10.4KClosed |
$1.22M - $1.79M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-45Closed |
$5.31K - $7.77K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-256KClosed |
$30.2M - $44.3M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-87Closed |
$9.34K - $13.4K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-100KClosed |
$10.8M - $15.5M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-16.5KClosed |
$1.77M - $2.55M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.7KClosed |
$183K - $263K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9.54KClosed |
$1.02M - $1.47M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-195Closed |
$20.9K - $30.1K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.82KClosed |
$196K - $282K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-399Closed |
$42.8K - $61.7K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$10.7K - $15.5K
|
100
$24.1K
|
|
|
Apr 29, 2020
Q1 2020
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.54KClosed |
$165K - $238K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Everett Harris & CO
|
BUY
|
- |
2.13KNew |
$229K - $329K
|
2.13K
$512K
|
|
|
Apr 23, 2020
Q1 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-10.3KClosed |
$1.11M - $1.6M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-71Closed |
$7.62K - $11K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
BUY
|
- |
29New |
$3.11K - $4.48K
|
29
$6.98K
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Bank
|
SELL
|
- |
-170Closed |
$18.3K - $26.3K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-170Closed |
$18.3K - $26.3K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-53Closed |
$5.69K - $8.19K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-316Closed |
$33.9K - $48.8K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.91KClosed |
$205K - $295K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 27, 2020
Q4 2019
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-3.5KClosed |
$453K - $491K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Asio Capital, LLC
|
BUY
|
- |
539New |
$69.8K - $75.7K
|
539
$130K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-109Closed |
$14.1K - $15.3K
|
0
$0
|
|