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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
206New |
$45.6K - $55K
|
206
$54.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-85- 8.18% |
$18.8K - $22.7K
|
954
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
50New |
$11.1K - $13.3K
|
50
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
8+ 3.77% |
$1.77K - $2.13K
|
220
$58.5K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 15.28% |
$474K - $572K
|
11.9K
$3.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-92- 5.3% |
$20.4K - $24.6K
|
1.64K
$437K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-261- 3.64% |
$57.8K - $69.7K
|
6.9K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-100- 5.87% |
$22.1K - $26.7K
|
1.61K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
229+ 2.75% |
$50.7K - $61.1K
|
8.54K
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
255+ 3.17% |
$56.5K - $68K
|
8.3K
$2.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
200New |
$44.3K - $53.4K
|
200
$53.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
300+ 405.41% |
$66.4K - $80.1K
|
374
$99.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-362- 4.14% |
$80.1K - $96.6K
|
8.38K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
4+ 80.0% |
$886 - $1.07K
|
9
$2.39K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
944+ 3.26% |
$209K - $252K
|
29.9K
$7.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-258- 16.09% |
$57.1K - $68.8K
|
1.35K
$358K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
13+ 0.41% |
$2.88K - $3.47K
|
3.18K
$844K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.4K- 50.0% |
$309K - $372K
|
1.4K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-348- 2.51% |
$77K - $92.9K
|
13.5K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-172- 4.12% |
$38.1K - $45.9K
|
4K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-298- 2.16% |
$66K - $79.5K
|
13.5K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.25K+ 194.9% |
$1.83M - $2.2M
|
12.5K
$3.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
1.99KNew |
$441K - $532K
|
1.99K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-58- 2.28% |
$12.8K - $15.5K
|
2.49K
$661K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
21.2KNew |
$4.69M - $5.66M
|
21.2K
$5.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-10.3K- 79.49% |
$2.28M - $2.75M
|
2.66K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-40- 1.27% |
$8.86K - $10.7K
|
3.1K
$825K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 26.97% |
$26.6K - $32K
|
325
$86.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.1K+ 4.83% |
$686K - $827K
|
67.3K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-441- 6.22% |
$97.6K - $118K
|
6.65K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.16K- 9.9% |
$256K - $308K
|
10.5K
$2.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.99K- 2.28% |
$441K - $532K
|
85.5K
$22.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 2.44% |
$498K - $600K
|
94.6K
$25.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-96- 63.16% |
$21.3K - $25.6K
|
56
$14.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
2.96K+ 9.07% |
$654K - $789K
|
35.5K
$9.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.46K- 18.31% |
$1.43M - $1.72M
|
28.8K
$7.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-261- 15.25% |
$57.8K - $69.7K
|
1.45K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-100- 1.82% |
$22.1K - $26.7K
|
5.4K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.08K- 18.41% |
$238K - $287K
|
4.77K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
80+ 1.43% |
$17.7K - $21.3K
|
5.66K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 20.45% |
$1.99K - $2.4K
|
35
$9.31K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.57K- 2.31% |
$568K - $684K
|
109K
$28.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.47K- 37.49% |
$325K - $391K
|
2.44K
$650K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.75KNew |
$388K - $467K
|
1.75K
$466K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-49- 2.11% |
$10.8K - $13.1K
|
2.27K
$603K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.58KNew |
$350K - $422K
|
1.58K
$420K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-39- 97.5% |
$8.63K - $10.4K
|
1
$266
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 3.69% |
$44.3K - $53.4K
|
5.23K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-739- 13.86% |
$164K - $197K
|
4.59K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
19+ 0.79% |
$4.21K - $5.07K
|
2.44K
$647K
|