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 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
337+ 22.91% |
$74.6K - $89.9K
|
1.81K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
440+ 2.4% |
$97.4K - $117K
|
18.8K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.37K- 34.21% |
$304K - $366K
|
2.64K
$702K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-110- 8.68% |
$24.4K - $29.4K
|
1.16K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
681+ 6.55% |
$151K - $182K
|
11.1K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-190- 7.22% |
$42.1K - $50.7K
|
2.44K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
240+ 2.42% |
$53.1K - $64K
|
10.2K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
80+ 1.03% |
$17.7K - $21.3K
|
7.82K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21.4K- 4.57% |
$4.73M - $5.7M
|
446K
$119M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-981- 79.43% |
$217K - $262K
|
254
$67.5K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-6.77K- 55.94% |
$1.5M - $1.81M
|
5.33K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-422K- 26.81% |
$93.4M - $113M
|
1.15M
$306M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-721- 2.94% |
$160K - $192K
|
23.8K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-250- 11.8% |
$55.3K - $66.7K
|
1.87K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-695- 32.45% |
$154K - $185K
|
1.45K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-494- 6.47% |
$109K - $132K
|
7.14K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-256- 11.8% |
$56.7K - $68.3K
|
1.91K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.67K+ 5.73% |
$1.48M - $1.78M
|
123K
$32.7M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
450+ 9.01% |
$99.6K - $120K
|
5.44K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-147- 7.57% |
$32.5K - $39.2K
|
1.79K
$477K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-22- 0.64% |
$4.87K - $5.87K
|
3.41K
$907K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
69+ 3.58% |
$15.3K - $18.4K
|
2K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
24+ 1.13% |
$5.31K - $6.4K
|
2.14K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-121- 10.72% |
$26.8K - $32.3K
|
1.01K
$268K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-24- 7.45% |
$5.31K - $6.4K
|
298
$79.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-117- 3.13% |
$25.9K - $31.2K
|
3.63K
$964K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-15- 0.82% |
$3.32K - $4K
|
1.81K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.3K- 5.28% |
$730K - $880K
|
59.1K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-203- 16.75% |
$44.9K - $54.2K
|
1.01K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.02K+ 4.15% |
$226K - $272K
|
25.6K
$6.8M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.02K- 5.93% |
$1.11M - $1.34M
|
79.6K
$21.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
100+ 3.9% |
$22.1K - $26.7K
|
2.66K
$708K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.39K- 3.85% |
$307K - $370K
|
34.6K
$9.2M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-62- 2.57% |
$13.7K - $16.5K
|
2.35K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.81KNew |
$401K - $483K
|
1.81K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-13- 0.92% |
$2.88K - $3.47K
|
1.39K
$370K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 4.01% |
$743K - $896K
|
87.2K
$23.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-68- 0.47% |
$15.1K - $18.1K
|
14.4K
$3.82M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.84K- 1.24% |
$408K - $491K
|
147K
$39M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-253- 6.59% |
$56K - $67.5K
|
3.59K
$954K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.15K- 70.97% |
$918K - $1.11M
|
1.7K
$451K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.75K- 39.65% |
$830K - $1M
|
5.7K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.33K- 30.45% |
$516K - $622K
|
5.33K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-54- 2.01% |
$12K - $14.4K
|
2.63K
$700K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.73K- 14.56% |
$382K - $461K
|
10.1K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.7K- 30.68% |
$8.12M - $9.78M
|
82.8K
$22M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-37- 1.77% |
$8.19K - $9.87K
|
2.05K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35- 0.38% |
$7.75K - $9.34K
|
9.12K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.11K- 2.33% |
$468K - $564K
|
88.5K
$23.5M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
284New |
$62.9K - $75.8K
|
284
$75.5K
|