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 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
$26.6K
|
|
|
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
$566K
|
|
|
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
$7.71K
|
|
|
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
$143K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-109Closed |
$14.1K - $15.3K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
PUT |
-338Closed |
$43.8K - $47.5K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-23.2KClosed |
$3M - $3.25M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-458Closed |
$59.3K - $64.3K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-21.3KClosed |
$2.76M - $2.99M
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-20Closed |
$2.59K - $2.81K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Heritage Wealth Advisors
|
SELL
|
- |
-620Closed |
$80.3K - $87.1K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Dorsey Wright & Associates
|
SELL
|
- |
-11.1KClosed |
$1.44M - $1.56M
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.01KClosed |
$390K - $423K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-424Closed |
$54.9K - $59.5K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.61KClosed |
$208K - $226K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-5Closed |
$648 - $702
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-81.4KClosed |
$10.5M - $11.4M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-38Closed |
$5.08K - $5.75K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.56KClosed |
$342K - $387K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-2.2KClosed |
$295K - $334K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
500New |
$66.8K - $75.7K
|
500
$133K
|
|
|
Nov 12, 2019
Q3 2019
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18.5KClosed |
$2.47M - $2.79M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-10KClosed |
$1.34M - $1.52M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-35.2KClosed |
$4.71M - $5.33M
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.56KClosed |
$209K - $237K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-125Closed |
$16.7K - $18.9K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-7.28KClosed |
$973K - $1.1M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-54Closed |
$7.22K - $8.17K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-1.44KClosed |
$192K - $218K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Cordasco Financial Network
|
BUY
|
- |
30New |
$4.01K - $4.54K
|
30
$7.98K
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-58Closed |
$7.75K - $8.78K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-91.4KClosed |
$12.2M - $13.8M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-552Closed |
$73.4K - $82.4K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-14Closed |
$1.86K - $2.09K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.82KClosed |
$375K - $420K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-140Closed |
$18.6K - $20.9K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-80Closed |
$10.6K - $11.9K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
50.5KNew |
$6.72M - $7.54M
|
50.5K
$13.4M
|
|