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 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-283- 10.25% |
$62.7K - $75.5K
|
2.48K
$659K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
910New |
$201K - $243K
|
910
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.2K- 14.13% |
$265K - $320K
|
7.29K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-281- 22.18% |
$62.2K - $75K
|
986
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1KNew |
$221K - $267K
|
1K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-174- 10.21% |
$38.5K - $46.4K
|
1.53K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
73+ 8.64% |
$16.2K - $19.5K
|
918
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-405- 16.0% |
$89.7K - $108K
|
2.13K
$566K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-232- 5.7% |
$51.4K - $61.9K
|
3.84K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.38K- 8.54% |
$306K - $369K
|
14.8K
$3.94M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-166- 46.11% |
$36.7K - $44.3K
|
194
$51.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-238- 4.19% |
$52.7K - $63.5K
|
5.45K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-576- 1.92% |
$128K - $154K
|
29.4K
$7.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
46+ 2.23% |
$10.2K - $12.3K
|
2.11K
$561K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
220New |
$48.7K - $58.7K
|
220
$58.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-99- 9.31% |
$21.9K - $26.4K
|
964
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-75- 7.2% |
$16.6K - $20K
|
967
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-42- 2.44% |
$9.3K - $11.2K
|
1.68K
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-3.62K- 3.68% |
$802K - $967K
|
94.8K
$25.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
66+ 0.2% |
$14.6K - $17.6K
|
33.7K
$8.96M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-384- 10.87% |
$85K - $102K
|
3.15K
$837K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 1.29% |
$11.1K - $13.3K
|
3.82K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.34% |
$4.87K - $5.87K
|
6.39K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-19- 19.0% |
$4.21K - $5.07K
|
81
$21.5K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-70- 4.83% |
$15.5K - $18.7K
|
1.38K
$367K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4- 0.42% |
$886 - $1.07K
|
941
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-387- 2.9% |
$85.7K - $103K
|
12.9K
$3.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
287+ 18.6% |
$63.5K - $76.6K
|
1.83K
$487K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
28.6K+ 19068.0% |
$6.33M - $7.63M
|
28.8K
$7.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-518- 36.48% |
$115K - $138K
|
902
$240K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-55- 0.72% |
$12.2K - $14.7K
|
7.54K
$2.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-87- 7.95% |
$19.3K - $23.2K
|
1.01K
$268K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-126- 36.31% |
$27.9K - $33.6K
|
221
$58.8K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
73New |
$15.4K - $18.8K
|
73
$19.4K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.06K+ 2.77% |
$643K - $786K
|
113K
$30.2M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-79- 1.32% |
$16.6K - $20.3K
|
5.92K
$1.57M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
947New |
$199K - $244K
|
947
$252K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-946- 94.98% |
$199K - $243K
|
50
$13.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
163New |
$34.3K - $41.9K
|
163
$43.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
204New |
$42.9K - $52.5K
|
204
$54.2K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
6+ 0.49% |
$1.26K - $1.54K
|
1.22K
$324K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
5New |
$1.05K - $1.29K
|
5
$1.33K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.36KNew |
$286K - $350K
|
1.36K
$362K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
145New |
$30.5K - $37.3K
|
145
$38.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
691New |
$145K - $178K
|
691
$184K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-454- 78.55% |
$95.6K - $117K
|
124
$33K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17K+ 117.74% |
$3.58M - $4.37M
|
31.4K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$644K - $787K
|
3.06K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
14.5KNew |
$3.06M - $3.74M
|
14.5K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-126- 47.01% |
$26.5K - $32.4K
|
142
$37.8K
|
|