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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 8.31% |
$303K - $350K
|
18.2K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-37- 1.56% |
$6.8K - $7.86K
|
2.33K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-889- 2.27% |
$163K - $189K
|
38.2K
$9.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12KNew |
$2.2M - $2.55M
|
12K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-85- 6.08% |
$15.6K - $18.1K
|
1.31K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.94K+ 122.38% |
$1.46M - $1.69M
|
14.4K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
10.7K+ 87.43% |
$1.97M - $2.28M
|
23K
$5.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
272+ 7.48% |
$50K - $57.8K
|
3.91K
$940K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
115+ 4.9% |
$21.1K - $24.4K
|
2.46K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.7KNew |
$496K - $574K
|
2.7K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
140+ 132.08% |
$25.7K - $29.7K
|
246
$59.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-739- 9.11% |
$136K - $157K
|
7.37K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
308+ 7.99% |
$56.6K - $65.4K
|
4.16K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-692- 13.72% |
$127K - $147K
|
4.35K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
27+ 1.77% |
$4.96K - $5.74K
|
1.55K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-178- 2.93% |
$32.7K - $37.8K
|
5.89K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.43KNew |
$997K - $1.15M
|
5.43K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-710- 39.25% |
$130K - $151K
|
1.1K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.4K- 56.91% |
$3.75M - $4.34M
|
15.5K
$3.72M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
174+ 1.87% |
$32K - $37K
|
9.46K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.58K+ 4772.73% |
$289K - $335K
|
1.61K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.43KNew |
$997K - $1.15M
|
5.43K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.54KNew |
$282K - $327K
|
1.54K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.54KNew |
$466K - $539K
|
2.54K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-124- 2.62% |
$22.8K - $26.3K
|
4.61K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.03% |
$184 - $212
|
3.17K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-393- 21.12% |
$72.2K - $83.5K
|
1.47K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.58K+ 21.66% |
$290K - $336K
|
8.87K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.23K- 91.08% |
$225K - $261K
|
120
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.28K+ 27.33% |
$235K - $272K
|
5.97K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
171+ 5.29% |
$31.4K - $36.3K
|
3.4K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
261+ 9.54% |
$47.9K - $55.5K
|
3K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.93K+ 48.83% |
$538K - $623K
|
8.93K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-24- 0.49% |
$4.41K - $5.1K
|
4.88K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.95K+ 20.45% |
$358K - $414K
|
11.5K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
984+ 4.25% |
$181K - $209K
|
24.1K
$5.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-210- 10.76% |
$38.6K - $44.6K
|
1.74K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
59.1K+ 530.56% |
$10.9M - $12.6M
|
70.3K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.04K+ 117.01% |
$1.11M - $1.28M
|
11.2K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-85.8K- 35.82% |
$15.8M - $18.2M
|
154K
$37M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-6- 0.06% |
$1.1K - $1.27K
|
10.6K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-65- 0.8% |
$11.9K - $13.8K
|
8.07K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3- 0.21% |
$551 - $637
|
1.45K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-288- 14.2% |
$52.9K - $61.2K
|
1.74K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
133+ 6.93% |
$24.4K - $28.3K
|
2.05K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.68K- 10.66% |
$308K - $356K
|
14K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
895+ 29.16% |
$164K - $190K
|
3.96K
$954K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
143+ 5.1% |
$26.3K - $30.4K
|
2.95K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53KNew |
$282K - $326K
|
1.53K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
634+ 4.56% |
$116K - $135K
|
14.5K
$3.5M
|