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 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.8% |
$3.12K - $3.61K
|
2.11K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.03K- 8.56% |
$372K - $430K
|
21.6K
$5.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.87K+ 12.84% |
$894K - $1.03M
|
42.8K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.52K- 25.67% |
$830K - $960K
|
13.1K
$3.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
586+ 1.94% |
$108K - $125K
|
30.8K
$7.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.4K- 4.8% |
$256K - $296K
|
27.6K
$6.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
339+ 5.4% |
$62.3K - $72K
|
6.62K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-76- 3.58% |
$14K - $16.1K
|
2.05K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-303- 3.29% |
$55.7K - $64.4K
|
8.9K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
10+ 0.13% |
$1.84K - $2.12K
|
7.56K
$1.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-213- 5.12% |
$39.1K - $45.3K
|
3.95K
$962K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
69+ 4.86% |
$12.7K - $14.7K
|
1.49K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-48- 0.81% |
$8.82K - $10.2K
|
5.84K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5- 0.19% |
$918 - $1.06K
|
2.63K
$641K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.27% |
$918 - $1.06K
|
1.83K
$446K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
25+ 1.63% |
$4.59K - $5.31K
|
1.56K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-924- 38.86% |
$170K - $196K
|
1.45K
$354K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3+ 0.02% |
$551 - $637
|
12.7K
$3.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
925+ 1.14% |
$170K - $197K
|
82.3K
$20.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-968- 26.19% |
$178K - $206K
|
2.73K
$665K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-136- 1.4% |
$25K - $28.9K
|
9.56K
$2.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-138- 1.88% |
$25.3K - $29.3K
|
7.22K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-9- 0.14% |
$1.65K - $1.91K
|
6.51K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-115- 3.3% |
$21.1K - $24.4K
|
3.37K
$821K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-381- 12.47% |
$70K - $81K
|
2.68K
$652K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-973- 21.45% |
$179K - $207K
|
3.56K
$868K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-275- 9.12% |
$50.5K - $58.4K
|
2.74K
$668K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 9.09% |
$18.4K - $21.2K
|
1K
$244K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.01K+ 2515.0% |
$185K - $214K
|
1.05K
$255K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-483- 11.01% |
$88.7K - $103K
|
3.9K
$951K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
50New |
$9.18K - $10.6K
|
50
$12.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.85K- 2.92% |
$523K - $605K
|
94.5K
$23M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 149.25% |
$18.4K - $21.2K
|
167
$40.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.23KNew |
$227K - $262K
|
1.23K
$301K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.02KNew |
$554K - $641K
|
3.02K
$735K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-298- 16.71% |
$54.7K - $63.3K
|
1.49K
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4- 0.08% |
$735 - $850
|
4.74K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-31.4K- 44.33% |
$5.76M - $6.66M
|
39.4K
$9.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.39K+ 32.05% |
$255K - $295K
|
5.73K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.8K- 17.95% |
$3.45M - $3.99M
|
85.9K
$20.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.4K- 59.11% |
$2.83M - $3.27M
|
10.6K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 2.21% |
$1.84K - $2.12K
|
442
$108K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-222- 14.63% |
$40.8K - $47.2K
|
1.3K
$316K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-207- 2.71% |
$38K - $44K
|
7.43K
$1.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-499- 22.88% |
$91.7K - $106K
|
1.68K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-33- 0.53% |
$6.06K - $7.01K
|
6.18K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5- 0.29% |
$918 - $1.06K
|
1.71K
$418K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-455- 2.58% |
$83.6K - $96.7K
|
17.2K
$4.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-85- 14.07% |
$15.6K - $18.1K
|
519
$126K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-9.55K- 18.1% |
$1.75M - $2.03M
|
43.2K
$10.5M
|