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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
258+ 0.83% |
$54.3K - $66.4K
|
31.4K
$8.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-179- 72.76% |
$37.7K - $46K
|
67
$17.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-332- 3.68% |
$69.9K - $85.4K
|
8.7K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
12New |
$2.53K - $3.09K
|
12
$3.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-177- 0.45% |
$37.3K - $45.5K
|
39.2K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-100- 2.05% |
$21.1K - $25.7K
|
4.78K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.64K+ 84.58% |
$344K - $421K
|
3.57K
$952K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-624- 6.29% |
$131K - $161K
|
9.3K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
8.4KNew |
$1.77M - $2.16M
|
8.4K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.87K- 6.05% |
$393K - $480K
|
29K
$7.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-247- 3.33% |
$52K - $63.5K
|
7.16K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-416- 23.94% |
$87.6K - $107K
|
1.32K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35- 2.01% |
$7.37K - $9K
|
1.71K
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-16- 1.33% |
$3.37K - $4.12K
|
1.19K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.14K- 83.18% |
$1.08M - $1.32M
|
1.04K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
25+ 2.88% |
$5.26K - $6.43K
|
893
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
1.17KNew |
$247K - $302K
|
1.17K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-48- 1.34% |
$10.1K - $12.3K
|
3.53K
$943K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
880New |
$185K - $226K
|
880
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
1.5KNew |
$315K - $385K
|
1.5K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.38% |
$4.63K - $5.66K
|
5.8K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
12.9KNew |
$2.73M - $3.33M
|
12.9K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
180+ 3.31% |
$37.9K - $46.3K
|
5.62K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 1.63% |
$3.58K - $4.37K
|
1.06K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-21- 0.53% |
$4.42K - $5.4K
|
3.91K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 1.28% |
$10.5K - $12.9K
|
3.87K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.05K+ 278.66% |
$852K - $1.04M
|
5.5K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
884New |
$186K - $227K
|
884
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-76- 5.97% |
$16K - $19.6K
|
1.2K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
887New |
$187K - $228K
|
887
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-769- 24.91% |
$162K - $198K
|
2.32K
$619K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
186+ 1.75% |
$39.2K - $47.8K
|
10.8K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.84% |
$6.53K - $7.97K
|
1.65K
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9- 0.33% |
$1.89K - $2.32K
|
2.72K
$726K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-38- 1.25% |
$8K - $9.78K
|
3K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-135- 1.75% |
$28.4K - $34.7K
|
7.6K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.42KNew |
$299K - $366K
|
1.42K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-50- 2.87% |
$10.5K - $12.9K
|
1.69K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-583- 4.6% |
$123K - $150K
|
12.1K
$3.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
46+ 0.92% |
$9.68K - $11.8K
|
5.03K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.84K+ 123.91% |
$1.02M - $1.24M
|
8.74K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-27- 2.71% |
$5.68K - $6.95K
|
970
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
12.3KNew |
$2.58M - $3.16M
|
12.3K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.27K- 99.91% |
$688K - $841K
|
3
$801
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.21K+ 6.33% |
$1.1M - $1.34M
|
87.5K
$23.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-51- 2.73% |
$10.7K - $13.1K
|
1.81K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.73K- 50.01% |
$363K - $444K
|
1.72K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
119+ 3.01% |
$25K - $30.6K
|
4.07K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-332- 0.74% |
$69.9K - $85.4K
|
44.6K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-349- 10.39% |
$73.5K - $89.8K
|
3.01K
$804K
|