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 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
884New |
$177K - $238K
|
884
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
230+ 15.41% |
$46.1K - $61.9K
|
1.72K
$482K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.9K+ 10.22% |
$1.78M - $2.4M
|
96.1K
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7.9K+ 440.41% |
$1.58M - $2.13M
|
9.7K
$2.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
232+ 91.34% |
$46.5K - $62.5K
|
486
$136K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-20- 0.18% |
$4.01K - $5.39K
|
11.3K
$3.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-145- 4.95% |
$29K - $39.1K
|
2.78K
$779K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
417+ 3.76% |
$83.5K - $112K
|
11.5K
$3.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-360- 1.84% |
$72.1K - $97K
|
19.2K
$5.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-737- 2.84% |
$148K - $198K
|
25.2K
$7.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.47K- 60.32% |
$294K - $395K
|
965
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-86- 1.51% |
$17.2K - $23.2K
|
5.62K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.93K+ 3.47% |
$387K - $521K
|
57.7K
$16.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
300+ 1.17% |
$60.1K - $80.8K
|
25.9K
$7.24M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
831New |
$166K - $224K
|
831
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.13K- 4.76% |
$227K - $305K
|
22.6K
$6.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
15.2KNew |
$3.04M - $4.08M
|
15.2K
$4.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
435+ 13.79% |
$87.1K - $117K
|
3.59K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43+ 0.3% |
$8.61K - $11.6K
|
14.4K
$4.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.48K- 78.3% |
$697K - $938K
|
965
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-62- 2.35% |
$12.4K - $16.7K
|
2.58K
$722K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
74+ 3.04% |
$14.8K - $19.9K
|
2.51K
$702K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
900New |
$180K - $242K
|
900
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
81+ 1.13% |
$16.2K - $21.8K
|
7.22K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
807New |
$162K - $217K
|
807
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-64- 3.2% |
$12.8K - $17.2K
|
1.94K
$541K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.19KNew |
$1.64M - $2.21M
|
8.19K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
895New |
$179K - $241K
|
895
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-91- 6.53% |
$18.2K - $24.5K
|
1.3K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-502- 6.2% |
$101K - $135K
|
7.59K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
5+ 0.24% |
$1K - $1.35K
|
2.09K
$585K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2K- 12.29% |
$400K - $538K
|
14.2K
$3.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.29K- 3.29% |
$458K - $616K
|
67.3K
$18.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.08K- 3.66% |
$417K - $560K
|
54.8K
$15.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
927+ 4.02% |
$186K - $250K
|
24K
$6.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-18.8K- 21.22% |
$3.76M - $5.06M
|
69.7K
$19.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.5K+ 190.98% |
$4.1M - $5.51M
|
31.2K
$8.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-168- 1.94% |
$33.6K - $45.2K
|
8.49K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
136+ 2.04% |
$27.2K - $36.6K
|
6.79K
$1.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-297- 1.8% |
$59.5K - $80K
|
16.2K
$4.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
374+ 21.07% |
$74.9K - $101K
|
2.15K
$601K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
880New |
$176K - $237K
|
880
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
176+ 13.53% |
$35.3K - $47.4K
|
1.48K
$413K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
808+ 2.44% |
$162K - $218K
|
33.9K
$9.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
932New |
$187K - $251K
|
932
$261K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-419- 6.34% |
$83.9K - $113K
|
6.19K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.03K- 76.75% |
$1.01M - $1.36M
|
1.53K
$427K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.49K+ 11.8% |
$698K - $939K
|
33K
$9.24M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
27.2KNew |
$5.45M - $7.33M
|
27.2K
$7.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.49KNew |
$297K - $400K
|
1.49K
$416K
|