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 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-84Closed |
$11.2K - $12.5K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-25Closed |
$3.32K - $3.73K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Spectrum Management Group, LLC
|
SELL
|
- |
-110Closed |
$14.6K - $16.4K
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-3Closed |
$399 - $448
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-321Closed |
$42.7K - $47.9K
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Webster Bank, N. A.
|
SELL
|
- |
-1.19KClosed |
$158K - $177K
|
0
$0
|
|
|
Jul 05, 2019
Q2 2019
|
Montecito Bank & Trust
|
SELL
|
- |
-5.13KClosed |
$682K - $766K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-587Closed |
$67K - $83.4K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1.04KClosed |
$119K - $148K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-110Closed |
$12.5K - $15.6K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-100Closed |
$11.4K - $14.2K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-587Closed |
$67K - $83.4K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-30Closed |
$3.42K - $4.26K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-27Closed |
$3.08K - $3.84K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-1.02KClosed |
$116K - $145K
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-15.3KClosed |
$1.75M - $2.18M
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.46KClosed |
$395K - $492K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-29Closed |
$3.31K - $4.12K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.12KClosed |
$356K - $443K
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-6Closed |
$684 - $853
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Bouchey Financial Group LTD
|
SELL
|
- |
-37.3KClosed |
$4.25M - $5.3M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Guild Investment Management, Inc.
|
SELL
|
- |
-10KClosed |
$1.14M - $1.42M
|
0
$0
|
|
|
Apr 05, 2019
Q1 2019
|
Stone X Group Inc.
|
SELL
|
- |
-6.8KClosed |
$776K - $967K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 25, 2020
Q4 2018
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.68KClosed |
$180K - $236K
|
0
$0
|
|
|
Feb 19, 2019
Q4 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.08KClosed |
$330K - $432K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-137Closed |
$14.7K - $19.3K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-14.4KClosed |
$1.54M - $2.02M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
732New |
$78.5K - $103K
|
732
$195K
|
|
|
Feb 13, 2019
Q4 2018
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-125Closed |
$13.4K - $17.6K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
45New |
$4.82K - $6.33K
|
45
$12K
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-350Closed |
$37.5K - $49.2K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-28Closed |
$3K - $3.94K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Motco
|
SELL
|
- |
-137Closed |
$14.7K - $19.3K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2.3KNew |
$247K - $323K
|
2.3K
$612K
|
|
|
Feb 01, 2019
Q4 2018
|
Cavalier Investments, LLC
|
SELL
|
- |
-28.6KClosed |
$3.07M - $4.02M
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.59KClosed |
$384K - $504K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-280Closed |
$30K - $39.4K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Keybank National Association
|
SELL
|
- |
-6.81KClosed |
$730K - $957K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-144Closed |
$15.4K - $20.2K
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Horan Securities, Inc.
|
SELL
|
- |
-50Closed |
$5.36K - $7.03K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-20Closed |
$2.14K - $2.81K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
G&S Capital LLC
|
SELL
|
- |
-23.1KClosed |
$2.47M - $3.24M
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-150Closed |
$16.1K - $21.1K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65- 25.49% |
$8.8K - $9.6K
|
190
$50.5K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
216KNew |
$29.3M - $31.9M
|
216K
$57.4M
|
|
|
Nov 14, 2018
Q3 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-20- 95.24% |
$2.71K - $2.95K
|
1
$266
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Group Ag
|
SELL
|
PUT |
-17.7K- 98.33% |
$2.4M - $2.61M
|
300
$79.8K
|
|
|
Nov 14, 2018
Q3 2018
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.81KClosed |
$245K - $267K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-8.33KClosed |
$1.13M - $1.23M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-269Closed |
$36.4K - $39.7K
|
0
$0
|
|