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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-260- 17.46% |
$47.8K - $55.2K
|
1.23K
$296K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 66.2% |
$8.63K - $9.99K
|
24
$5.78K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.4K- 49.59% |
$257K - $297K
|
1.42K
$342K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-35- 1.0% |
$6.43K - $7.44K
|
3.45K
$830K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 7.5% |
$551 - $637
|
37
$8.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-23.1K- 79.86% |
$4.25M - $4.91M
|
5.83K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.19K- 46.86% |
$218K - $252K
|
1.35K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-201- 9.01% |
$36.9K - $42.7K
|
2.03K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-815- 5.39% |
$150K - $173K
|
14.3K
$3.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-5- 0.42% |
$918 - $1.06K
|
1.2K
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1- 0.06% |
$184 - $212
|
1.8K
$434K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
275+ 5.13% |
$50.5K - $58.4K
|
5.64K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.98K- 87.32% |
$1.1M - $1.27M
|
868
$209K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
54+ 3.22% |
$9.92K - $11.5K
|
1.73K
$417K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-7.81K- 50.26% |
$1.43M - $1.66M
|
7.73K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.1KNew |
$201K - $233K
|
1.1K
$264K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-818- 10.23% |
$150K - $174K
|
7.18K
$1.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
997New |
$183K - $212K
|
997
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-430- 10.72% |
$79K - $91.4K
|
3.58K
$862K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
886K+ 21573.28% |
$163M - $188M
|
891K
$214M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.9K- 22.29% |
$2.37M - $2.74M
|
45K
$10.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5+ 0.39% |
$918 - $1.06K
|
1.27K
$307K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-200- 9.63% |
$36.7K - $42.5K
|
1.88K
$451K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.17% |
$367 - $425
|
1.19K
$287K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
213+ 4.07% |
$39.1K - $45.3K
|
5.44K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-291- 4.9% |
$53.5K - $61.8K
|
5.65K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
288+ 2.05% |
$52.9K - $61.2K
|
14.4K
$3.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.03K- 3.01% |
$189K - $219K
|
33.2K
$8M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.47% |
$918 - $1.06K
|
1.07K
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
955New |
$175K - $203K
|
955
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10+ 0.02% |
$1.84K - $2.12K
|
64.8K
$15.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.9K- 10.52% |
$3.1M - $3.59M
|
144K
$34.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.63K- 3.11% |
$1.22M - $1.41M
|
206K
$49.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
320+ 0.11% |
$58.8K - $68K
|
281K
$67.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
135+ 1.1% |
$24.8K - $28.7K
|
12.4K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.01K- 8.27% |
$185K - $214K
|
11.2K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
98+ 8.63% |
$18K - $20.8K
|
1.23K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-38- 0.96% |
$6.98K - $8.07K
|
3.93K
$946K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
463+ 4.88% |
$85K - $98.4K
|
9.95K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
107+ 0.85% |
$19.7K - $22.7K
|
12.7K
$3.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-63- 34.05% |
$11.6K - $13.4K
|
122
$29.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
189New |
$34.7K - $40.2K
|
189
$45.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.08KNew |
$199K - $230K
|
1.08K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.02KNew |
$188K - $217K
|
1.02K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.3K+ 30.21% |
$423K - $489K
|
9.92K
$2.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.47K- 2.73% |
$270K - $313K
|
52.5K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.77K+ 13.15% |
$508K - $588K
|
23.8K
$5.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-255- 3.85% |
$46.8K - $54.2K
|
6.37K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.48K+ 33.36% |
$273K - $315K
|
5.93K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3- 0.12% |
$551 - $637
|
2.53K
$608K
|