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 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11+ 0.2% |
$2.2K - $2.96K
|
5.52K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.09% |
$1K - $1.35K
|
5.43K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-9.27K- 65.74% |
$1.86M - $2.5M
|
4.83K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
200New |
$40.1K - $53.9K
|
200
$56K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
48New |
$9.61K - $12.9K
|
48
$13.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-416- 8.98% |
$83.3K - $112K
|
4.22K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 3.03% |
$200 - $269
|
32
$8.95K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.35KNew |
$471K - $633K
|
2.35K
$658K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
51+ 5.05% |
$10.2K - $13.7K
|
1.06K
$297K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.65K- 1.81% |
$531K - $715K
|
144K
$40.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
873New |
$175K - $235K
|
873
$244K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
581+ 41.65% |
$116K - $156K
|
1.98K
$553K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
779New |
$156K - $210K
|
779
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.15K+ 8.21% |
$230K - $309K
|
15.1K
$4.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.6K+ 78.89% |
$2.73M - $3.67M
|
30.9K
$8.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
600New |
$120K - $162K
|
600
$168K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-7- 0.18% |
$1.4K - $1.89K
|
3.83K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.12K- 20.19% |
$225K - $302K
|
4.43K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.46K- 10.42% |
$291K - $392K
|
12.5K
$3.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 1.66% |
$3.2K - $4.31K
|
980
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
36+ 1.82% |
$7.21K - $9.7K
|
2.01K
$563K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.18K- 33.16% |
$838K - $1.13M
|
8.43K
$2.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-60- 0.72% |
$12K - $16.2K
|
8.24K
$2.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32+ 0.65% |
$6.41K - $8.62K
|
4.98K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-160- 2.59% |
$32K - $43.1K
|
6.01K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.67K- 92.43% |
$335K - $451K
|
137
$38.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
17.2K+ 205.32% |
$3.45M - $4.64M
|
25.6K
$7.17M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-15K- 15.82% |
$3M - $4.04M
|
79.8K
$22.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-11- 0.48% |
$2.2K - $2.96K
|
2.26K
$632K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
11+ 0.2% |
$2.2K - $2.96K
|
5.41K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
49+ 2.71% |
$9.81K - $13.2K
|
1.86K
$520K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.55K+ 5.06% |
$510K - $686K
|
52.8K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.59K- 3.31% |
$720K - $968K
|
105K
$29.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
541+ 33.71% |
$108K - $146K
|
2.15K
$601K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
16.9KNew |
$3.38M - $4.55M
|
16.9K
$4.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.73K+ 6.88% |
$346K - $465K
|
26.8K
$7.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.64K+ 19.7% |
$1.33M - $1.79M
|
40.3K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.95K+ 34.2% |
$590K - $793K
|
11.6K
$3.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-728- 27.41% |
$146K - $196K
|
1.93K
$540K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
50New |
$10K - $13.5K
|
50
$14K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-685- 3.23% |
$137K - $184K
|
20.5K
$5.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
5.47K+ 15.85% |
$1.1M - $1.47M
|
40K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-128- 4.13% |
$25.6K - $34.5K
|
2.97K
$832K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
270+ 4.68% |
$54.1K - $72.7K
|
6.04K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
5.13K+ 7.9% |
$1.03M - $1.38M
|
70.1K
$19.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.16KNew |
$1.43M - $1.93M
|
7.16K
$2M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-259- 4.54% |
$51.9K - $69.8K
|
5.44K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-142- 1.28% |
$28.4K - $38.2K
|
11K
$3.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
805New |
$161K - $217K
|
805
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-713- 17.83% |
$143K - $192K
|
3.29K
$920K
|