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 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-330- 4.29% |
$66.1K - $88.9K
|
7.37K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.01K- 6.56% |
$403K - $542K
|
28.7K
$8.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.57K+ 226.57% |
$514K - $691K
|
3.7K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-23.4K- 75.0% |
$4.69M - $6.3M
|
7.8K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.1KNew |
$421K - $566K
|
2.1K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-55.7K- 1.74% |
$11.2M - $15M
|
3.15M
$881M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
496New |
$99.3K - $134K
|
496
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
836New |
$167K - $225K
|
836
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1- 0.01% |
$200 - $269
|
10.4K
$2.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
453+ 35.87% |
$90.7K - $122K
|
1.72K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.08K- 54.25% |
$217K - $292K
|
914
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1KNew |
$421K - $566K
|
2.1K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.8K+ 273.61% |
$4.37M - $5.87M
|
29.8K
$8.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-545- 37.66% |
$109K - $147K
|
902
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
878+ 8.63% |
$176K - $236K
|
11.1K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-46.4K- 57.14% |
$9.29M - $12.5M
|
34.8K
$9.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8+ 0.23% |
$1.6K - $2.15K
|
3.49K
$976K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.04K- 9.15% |
$208K - $280K
|
10.3K
$2.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-999- 6.74% |
$200K - $269K
|
13.8K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-435- 3.22% |
$87.1K - $117K
|
13.1K
$3.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-28- 58.33% |
$5.61K - $7.54K
|
20
$5.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
30+ 1.5% |
$6.01K - $8.08K
|
2.02K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-360- 4.11% |
$72.1K - $97K
|
8.39K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-272- 4.99% |
$54.5K - $73.3K
|
5.18K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-58- 6.32% |
$11.6K - $15.6K
|
860
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
788New |
$158K - $212K
|
788
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.63K- 75.28% |
$1.33M - $1.79M
|
2.18K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
204+ 19.39% |
$40.9K - $54.9K
|
1.26K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
324+ 7.05% |
$64.9K - $87.3K
|
4.92K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27- 0.14% |
$5.41K - $7.27K
|
18.8K
$5.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 3.01% |
$20K - $26.9K
|
3.22K
$901K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.66K- 0.76% |
$1.13M - $1.52M
|
740K
$207M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-25- 1.13% |
$5.01K - $6.73K
|
2.19K
$613K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-41- 1.96% |
$8.21K - $11K
|
2.05K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
31+ 1.34% |
$6.21K - $8.35K
|
2.35K
$658K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
812New |
$163K - $219K
|
812
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-40- 4.19% |
$8.01K - $10.8K
|
914
$256K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27.1K+ 26833.66% |
$5.43M - $7.3M
|
27.2K
$7.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
57+ 0.42% |
$11.4K - $15.4K
|
13.6K
$3.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
23+ 1.07% |
$4.61K - $6.19K
|
2.16K
$605K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-114- 1.46% |
$22.8K - $30.7K
|
7.71K
$2.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.59KNew |
$1.32M - $1.77M
|
6.59K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 13.97% |
$17.8K - $24K
|
726
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-330- 4.35% |
$66.1K - $88.9K
|
7.25K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
850New |
$170K - $229K
|
850
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-4- 0.15% |
$801 - $1.08K
|
2.63K
$735K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-467- 2.64% |
$93.5K - $126K
|
17.2K
$4.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.98K+ 123.9% |
$596K - $802K
|
5.38K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
20+ 19.61% |
$4.01K - $5.39K
|
122
$34.1K
|