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 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.04KNew |
$1.12M - $1.35M
|
5.04K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
369+ 4.48% |
$81.7K - $98.5K
|
8.61K
$2.29M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-342- 8.28% |
$75.7K - $91.3K
|
3.79K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.5K- 35.42% |
$554K - $668K
|
4.56K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
50.3KNew |
$11.1M - $13.4M
|
50.3K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.61KNew |
$355K - $428K
|
1.61K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
262+ 2.74% |
$58K - $69.9K
|
9.84K
$2.61M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-818- 37.99% |
$181K - $218K
|
1.34K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
190+ 2.98% |
$42.1K - $50.7K
|
6.56K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-257- 4.83% |
$56.9K - $68.6K
|
5.07K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
107+ 1.91% |
$23.7K - $28.6K
|
5.71K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
699+ 69.14% |
$155K - $187K
|
1.71K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.48K- 11.73% |
$327K - $394K
|
11.1K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-29- 1.52% |
$6.42K - $7.74K
|
1.88K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-9- 0.08% |
$1.99K - $2.4K
|
11.1K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2.23KNew |
$493K - $594K
|
2.23K
$592K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-372- 25.14% |
$82.4K - $99.3K
|
1.11K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
64+ 3.31% |
$14.2K - $17.1K
|
2K
$531K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6- 0.3% |
$1.33K - $1.6K
|
1.98K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-154- 1.7% |
$34.1K - $41.1K
|
8.92K
$2.37M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3K- 59.95% |
$665K - $801K
|
2.01K
$533K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-27- 0.35% |
$5.98K - $7.21K
|
7.58K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 2.27% |
$3.67M - $4.42M
|
746K
$198M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-15- 0.83% |
$3.32K - $4K
|
1.8K
$479K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
286+ 4.98% |
$63.3K - $76.3K
|
6.03K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.15K+ 584.77% |
$1.14M - $1.37M
|
6.03K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.45K+ 9.04% |
$542K - $654K
|
29.5K
$7.85M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
126New |
$27.9K - $33.6K
|
126
$33.5K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.16KNew |
$256K - $308K
|
1.16K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-105- 6.57% |
$23.2K - $28K
|
1.49K
$397K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-194- 2.93% |
$42.9K - $51.8K
|
6.42K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-176- 10.32% |
$39K - $47K
|
1.53K
$407K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-11- 0.63% |
$2.44K - $2.94K
|
1.73K
$459K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-577- 3.97% |
$128K - $154K
|
14K
$3.71M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-95- 1.68% |
$21K - $25.4K
|
5.55K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
5.02K+ 148.78% |
$1.11M - $1.34M
|
8.39K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.29K+ 5.34% |
$729K - $878K
|
65K
$17.3M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-406- 6.65% |
$89.9K - $108K
|
5.7K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-740- 4.36% |
$164K - $197K
|
16.2K
$4.32M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.6KNew |
$15.4M - $18.6M
|
69.6K
$18.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.77KNew |
$1.28M - $1.54M
|
5.77K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.25K+ 10.41% |
$720K - $868K
|
34.5K
$9.17M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
41+ 0.75% |
$9.08K - $10.9K
|
5.51K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
597+ 2.35% |
$132K - $159K
|
26K
$6.9M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$3.54K - $4.27K
|
5.43K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.74K+ 5.55% |
$385K - $465K
|
33.1K
$8.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05KNew |
$233K - $281K
|
1.05K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.79K- 32.02% |
$1.06M - $1.28M
|
10.2K
$2.7M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
1.21KNew |
$267K - $322K
|
1.21K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-74- 0.35% |
$16.4K - $19.7K
|
21.3K
$5.65M
|