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 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
49+ 1.21% |
$10.8K - $13.1K
|
4.1K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.17K- 8.6% |
$1.81M - $2.18M
|
86.9K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
936+ 6.97% |
$207K - $250K
|
14.4K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
858+ 6.53% |
$190K - $229K
|
14K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.3K- 29.25% |
$7.82M - $9.43M
|
85.5K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.5K+ 232.98% |
$3.86M - $4.66M
|
25K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19+ 1.69% |
$4.21K - $5.07K
|
1.14K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.3K- 5.64% |
$9.58M - $11.5M
|
724K
$192M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.1K+ 2.71% |
$8.87M - $10.7M
|
1.52M
$404M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2+ 0.1% |
$443 - $534
|
2.08K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.13KNew |
$251K - $302K
|
1.13K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.48K- 36.18% |
$328K - $395K
|
2.61K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-10- 0.54% |
$2.21K - $2.67K
|
1.86K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.16% |
$1.11K - $1.33K
|
3.15K
$839K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.09K- 3.27% |
$683K - $824K
|
91.1K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-255- 3.56% |
$56.5K - $68K
|
6.91K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61+ 2.05% |
$13.5K - $16.3K
|
3.04K
$808K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.5K- 9.93% |
$8.74M - $10.5M
|
358K
$95.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
641+ 2.65% |
$142K - $171K
|
24.9K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$244K - $294K
|
1.1K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21+ 1.89% |
$4.65K - $5.6K
|
1.14K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$1.11K - $1.33K
|
5
$1.33K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
29+ 0.18% |
$6.42K - $7.74K
|
16.5K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
635New |
$141K - $169K
|
635
$169K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-25- 6.74% |
$5.53K - $6.67K
|
346
$92K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
20New |
$4.43K - $5.34K
|
20
$5.32K
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
11.2K+ 25.16% |
$2.48M - $2.99M
|
55.8K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
342+ 2.89% |
$75.7K - $91.3K
|
12.2K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-228- 4.35% |
$50.5K - $60.8K
|
5.01K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-61.6K- 98.4% |
$13.6M - $16.4M
|
1K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-13.3K- 51.12% |
$2.95M - $3.56M
|
12.7K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
1KNew |
$221K - $267K
|
1K
$266K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.42KNew |
$537K - $647K
|
2.42K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
375+ 29.9% |
$83K - $100K
|
1.63K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$2.21K - $2.67K
|
10
$2.66K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
7.44KNew |
$1.65M - $1.98M
|
7.44K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-500- 4.63% |
$111K - $133K
|
10.3K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.3K+ 11.11% |
$510K - $615K
|
23K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
285K+ 18445.38% |
$63.2M - $76.1M
|
287K
$76.3M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-787- 6.22% |
$174K - $210K
|
11.9K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3- 0.06% |
$664 - $801
|
4.67K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
19New |
$4.21K - $5.07K
|
19
$5.05K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-378- 5.11% |
$83.7K - $101K
|
7.03K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.32KNew |
$1.4M - $1.69M
|
6.32K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-69- 1.63% |
$15.3K - $18.4K
|
4.17K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
505+ 382.58% |
$112K - $135K
|
637
$169K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-25- 7.18% |
$5.53K - $6.67K
|
323
$85.9K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-95- 4.88% |
$21K - $25.4K
|
1.85K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-512- 17.57% |
$113K - $137K
|
2.4K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
34+ 0.99% |
$7.53K - $9.07K
|
3.48K
$925K
|