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 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
143+ 5.1% |
$26.3K - $30.4K
|
2.95K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53KNew |
$282K - $326K
|
1.53K
$371K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
634+ 4.56% |
$116K - $135K
|
14.5K
$3.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.1K- 25.35% |
$3.88M - $4.49M
|
62.2K
$15M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-587- 5.01% |
$108K - $125K
|
11.1K
$2.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-90- 1.53% |
$16.5K - $19.1K
|
5.8K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.89KNew |
$1.45M - $1.68M
|
7.89K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-691- 3.8% |
$127K - $147K
|
17.5K
$4.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.33K- 0.77% |
$979K - $1.13M
|
684K
$165M
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
1.34KNew |
$245K - $284K
|
1.34K
$323K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.49K- 3.17% |
$641K - $742K
|
107K
$25.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.03KNew |
$189K - $219K
|
1.03K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-80- 0.7% |
$14.7K - $17K
|
11.4K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-66- 2.36% |
$12.1K - $14K
|
2.73K
$659K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.72KNew |
$316K - $366K
|
1.72K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
2.53KNew |
$465K - $538K
|
2.53K
$611K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$735 - $850
|
26.3K
$6.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.97K- 68.4% |
$729K - $843K
|
1.83K
$443K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3- 1.5% |
$551 - $637
|
197
$47.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.48K- 36.16% |
$456K - $528K
|
4.39K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.02K- 5.18% |
$188K - $217K
|
18.7K
$4.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
15.1KNew |
$2.78M - $3.21M
|
15.1K
$3.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.98K- 21.94% |
$914K - $1.06M
|
17.7K
$4.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-27- 0.91% |
$4.96K - $5.74K
|
2.93K
$709K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-8- 0.7% |
$1.47K - $1.7K
|
1.14K
$274K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.9K- 37.23% |
$532K - $615K
|
4.88K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-225- 1.01% |
$41.3K - $47.8K
|
22K
$5.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-53- 0.67% |
$9.74K - $11.3K
|
7.85K
$1.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.34KNew |
$246K - $285K
|
1.34K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
BUY
|
- |
159+ 2.36% |
$29.2K - $33.8K
|
6.89K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
392+ 0.16% |
$72K - $83.3K
|
241K
$58.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.12K- 45.03% |
$390K - $451K
|
2.59K
$626K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.32KNew |
$242K - $280K
|
1.32K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-102- 2.34% |
$18.7K - $21.7K
|
4.25K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-129- 3.7% |
$23.7K - $27.4K
|
3.36K
$811K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-123- 1.66% |
$22.6K - $26.1K
|
7.3K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-334- 5.31% |
$61.3K - $71K
|
5.96K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.13K- 8.13% |
$575K - $665K
|
35.4K
$8.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 0.97% |
$918 - $1.06K
|
511
$123K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-667- 18.77% |
$123K - $142K
|
2.89K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.06K+ 100.0% |
$195K - $225K
|
2.12K
$512K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1.44K+ 1.46% |
$265K - $307K
|
100K
$24.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-26- 0.88% |
$4.78K - $5.52K
|
2.93K
$707K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-965- 11.52% |
$177K - $205K
|
7.42K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
446New |
$81.9K - $94.8K
|
446
$108K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.8K- 20.34% |
$697K - $806K
|
14.9K
$3.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
14.3KNew |
$2.63M - $3.04M
|
14.3K
$3.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
142+ 8.24% |
$26.1K - $30.2K
|
1.87K
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
419New |
$77K - $89K
|
419
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12- 0.25% |
$2.2K - $2.55K
|
4.79K
$1.16M
|