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 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
69+ 1.22% |
$13.8K - $18.6K
|
5.73K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
805New |
$161K - $217K
|
805
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-97- 2.85% |
$19.4K - $26.1K
|
3.31K
$927K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
958New |
$192K - $258K
|
958
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.48% |
$2.4K - $3.23K
|
2.49K
$696K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-23- 1.29% |
$4.61K - $6.19K
|
1.77K
$494K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
99New |
$19.8K - $26.7K
|
99
$27.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.25KNew |
$251K - $338K
|
1.25K
$351K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-274- 20.37% |
$54.9K - $73.8K
|
1.07K
$300K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-170- 3.64% |
$34K - $45.8K
|
4.5K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-276- 5.41% |
$55.3K - $74.3K
|
4.83K
$1.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-30- 0.96% |
$6.01K - $8.08K
|
3.09K
$863K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.68K+ 2.83% |
$536K - $721K
|
97.3K
$27.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-13.9K- 16.25% |
$2.78M - $3.74M
|
71.6K
$20M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-33- 2.02% |
$6.61K - $8.89K
|
1.6K
$447K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
880New |
$176K - $237K
|
880
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-179- 9.32% |
$35.9K - $48.2K
|
1.74K
$487K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.48K- 15.55% |
$897K - $1.21M
|
24.3K
$6.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-28.6K- 99.48% |
$5.73M - $7.7M
|
150
$42K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-866- 7.11% |
$173K - $233K
|
11.3K
$3.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.33K- 1.42% |
$466K - $627K
|
161K
$45.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
110+ 2.64% |
$22K - $29.6K
|
4.28K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
33+ 2.5% |
$6.61K - $8.89K
|
1.36K
$379K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
354New |
$70.9K - $95.3K
|
354
$99.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-85- 0.29% |
$17K - $22.9K
|
29.3K
$8.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-18- 0.26% |
$3.61K - $4.85K
|
6.89K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
845New |
$169K - $228K
|
845
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
252+ 2.12% |
$50.5K - $67.9K
|
12.1K
$3.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-509- 11.28% |
$102K - $137K
|
4K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-384- 18.72% |
$76.9K - $103K
|
1.67K
$466K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-33- 3.47% |
$6.61K - $8.89K
|
919
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-313- 4.46% |
$62.7K - $84.3K
|
6.71K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
821New |
$164K - $221K
|
821
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
435+ 197.73% |
$87.1K - $117K
|
655
$183K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
452+ 23.03% |
$90.5K - $122K
|
2.42K
$676K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
327+ 4.43% |
$65.5K - $88.1K
|
7.71K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
43New |
$8.61K - $11.6K
|
43
$12K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.05% |
$1K - $1.35K
|
10.5K
$2.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-794- 50.25% |
$159K - $214K
|
786
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-77- 7.33% |
$15.4K - $20.7K
|
973
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.2% |
$601 - $808
|
1.52K
$426K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
805New |
$161K - $217K
|
805
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.21K- 30.22% |
$242K - $326K
|
2.79K
$782K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-55- 0.73% |
$11K - $14.8K
|
7.49K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
38+ 0.67% |
$7.61K - $10.2K
|
5.75K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-182- 3.61% |
$36.5K - $49K
|
4.86K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-239- 1.23% |
$47.9K - $64.4K
|
19.1K
$5.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-15- 1.41% |
$3K - $4.04K
|
1.05K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-28- 59.57% |
$5.61K - $7.54K
|
19
$5.32K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 8.8% |
$228K - $307K
|
11.8K
$3.3M
|