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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.08K+ 9.73% |
$217K - $291K
|
12.2K
$3.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-79- 11.45% |
$15.8K - $21.3K
|
611
$171K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
496+ 30.17% |
$99.3K - $134K
|
2.14K
$599K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-53- 2.13% |
$10.6K - $14.3K
|
2.43K
$681K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-156- 4.91% |
$31.2K - $42K
|
3.02K
$845K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
797New |
$160K - $215K
|
797
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-54- 0.69% |
$10.8K - $14.5K
|
7.79K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-46- 1.88% |
$9.21K - $12.4K
|
2.4K
$671K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-6.34K- 25.97% |
$1.27M - $1.71M
|
18.1K
$5.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-195- 14.23% |
$39.1K - $52.5K
|
1.18K
$329K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
384+ 7.58% |
$76.9K - $103K
|
5.45K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.6K- 15.83% |
$321K - $432K
|
8.53K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.13K- 65.46% |
$626K - $842K
|
1.65K
$461K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
102New |
$20.4K - $27.5K
|
102
$28.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
3.48K+ 9.8% |
$698K - $938K
|
39K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-321- 5.0% |
$64.3K - $86.5K
|
6.1K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-359- 3.53% |
$71.9K - $96.7K
|
9.81K
$2.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23- 1.5% |
$4.61K - $6.19K
|
1.51K
$422K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-447- 6.13% |
$89.5K - $120K
|
6.84K
$1.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-21- 60.0% |
$4.21K - $5.66K
|
14
$3.92K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
388New |
$77.7K - $105K
|
388
$109K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-353- 7.3% |
$70.7K - $95.1K
|
4.48K
$1.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-258- 25.6% |
$51.7K - $69.5K
|
750
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.62K+ 68.01% |
$726K - $976K
|
8.95K
$2.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.52KNew |
$305K - $410K
|
1.52K
$426K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.51K+ 64.41% |
$702K - $944K
|
8.95K
$2.5M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-18- 0.57% |
$3.61K - $4.85K
|
3.13K
$876K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
493New |
$98.7K - $133K
|
493
$138K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
743New |
$149K - $200K
|
743
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
27+ 2.47% |
$5.41K - $7.27K
|
1.12K
$314K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
6.78KNew |
$1.36M - $1.83M
|
6.78K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
120+ 1.43% |
$24K - $32.3K
|
8.5K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-80- 4.82% |
$16K - $21.5K
|
1.58K
$442K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-60- 2.84% |
$12K - $16.2K
|
2.05K
$573K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.51K+ 136.28% |
$302K - $407K
|
2.62K
$733K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-8.09K- 64.74% |
$1.62M - $2.18M
|
4.4K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-130- 0.34% |
$26K - $35K
|
38.6K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
860New |
$172K - $232K
|
860
$241K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
191+ 6.45% |
$38.3K - $51.4K
|
3.15K
$883K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
811New |
$162K - $218K
|
811
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-7- 0.41% |
$1.4K - $1.89K
|
1.72K
$481K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
100New |
$20K - $26.9K
|
100
$28K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-259- 4.55% |
$51.9K - $69.8K
|
5.43K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
238+ 25.29% |
$47.7K - $64.1K
|
1.18K
$330K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-117- 6.84% |
$23.4K - $31.5K
|
1.59K
$446K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-561- 15.47% |
$112K - $151K
|
3.07K
$858K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9- 0.54% |
$1.8K - $2.42K
|
1.67K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-11- 0.59% |
$2.2K - $2.96K
|
1.85K
$517K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
356New |
$71.3K - $95.9K
|
356
$99.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.38% |
$20K - $26.9K
|
26.6K
$7.43M
|