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 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-22- 0.46% |
$4.87K - $5.87K
|
4.76K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-34.4K- 70.91% |
$7.61M - $9.18M
|
14.1K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-63- 3.66% |
$13.9K - $16.8K
|
1.66K
$441K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
245+ 3.55% |
$54.2K - $65.4K
|
7.14K
$1.9M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.48K- 38.22% |
$327K - $394K
|
2.38K
$634K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-86- 0.7% |
$19K - $22.9K
|
12.2K
$3.24M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
188+ 7.43% |
$41.6K - $50.2K
|
2.72K
$722K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
299+ 2.87% |
$66.2K - $79.8K
|
10.7K
$2.85M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
33+ 220.0% |
$7.31K - $8.81K
|
48
$12.8K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.21K- 23.38% |
$268K - $323K
|
3.96K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
88+ 3.06% |
$19.5K - $23.5K
|
2.96K
$788K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-786- 3.9% |
$174K - $210K
|
19.4K
$5.15M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-629- 2.51% |
$139K - $168K
|
24.4K
$6.5M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-159- 7.65% |
$35.2K - $42.4K
|
1.92K
$510K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-928- 6.85% |
$205K - $248K
|
12.6K
$3.35M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-504- 9.44% |
$112K - $134K
|
4.83K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-21- 38.89% |
$4.65K - $5.6K
|
33
$8.77K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 0.97% |
$221 - $267
|
102
$27.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-414- 1.06% |
$91.7K - $110K
|
38.8K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-165- 0.62% |
$36.5K - $44K
|
26.7K
$7.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 44.98% |
$355K - $428K
|
1.96K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 20.56% |
$423K - $510K
|
7.39K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-295- 1.37% |
$65.3K - $78.7K
|
21.2K
$5.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
227+ 3.7% |
$50.3K - $60.6K
|
6.36K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
283+ 21.01% |
$62.7K - $75.5K
|
1.63K
$433K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-12.3K- 99.97% |
$2.72M - $3.28M
|
4
$1.06K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-60- 3.27% |
$13.3K - $16K
|
1.78K
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-380- 6.36% |
$84.1K - $101K
|
5.6K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
93.4KNew |
$20.7M - $24.9M
|
93.4K
$24.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-186- 5.18% |
$41.2K - $49.6K
|
3.41K
$906K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.32K- 16.93% |
$513K - $618K
|
11.4K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-250- 5.32% |
$55.3K - $66.7K
|
4.45K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-145- 12.36% |
$32.1K - $38.7K
|
1.03K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1K+ 14.69% |
$222K - $268K
|
7.84K
$2.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-20- 1.87% |
$4.43K - $5.34K
|
1.05K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
710+ 18.68% |
$157K - $189K
|
4.51K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-29- 7.23% |
$6.42K - $7.74K
|
372
$98.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-78- 2.87% |
$17.3K - $20.8K
|
2.64K
$702K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-699- 42.34% |
$155K - $187K
|
952
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.47K- 12.13% |
$767K - $925K
|
25.1K
$6.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.2K- 21.99% |
$10.2M - $12.3M
|
164K
$43.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.21K- 5.79% |
$267K - $322K
|
19.6K
$5.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-369- 22.61% |
$81.7K - $98.5K
|
1.26K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.31KNew |
$732K - $882K
|
3.31K
$879K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
300New |
$66.4K - $80.1K
|
300
$79.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
946New |
$209K - $252K
|
946
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
680New |
$151K - $181K
|
680
$181K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-243- 40.23% |
$53.8K - $64.8K
|
361
$96K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-20- 0.26% |
$4.43K - $5.34K
|
7.79K
$2.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-109- 1.88% |
$24.1K - $29.1K
|
5.69K
$1.51M
|