Latest Institutional Purchases of First Tr Fd Dow Jones (FDN)
This list provides information on the latest institutional transactions involving First Tr Fd Dow Jones (FDN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.94KNew |
$242K - $302K
|
1.94K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.7KNew |
$213K - $265K
|
1.7K
$458K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
700New |
$87.6K - $109K
|
700
$189K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
698+ 3.83% |
$87.3K - $109K
|
18.9K
$5.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
202New |
$25.3K - $31.5K
|
202
$54.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
194New |
$24.3K - $30.3K
|
194
$52.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
142+ 0.7% |
$17.8K - $22.1K
|
20.4K
$5.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
134+ 47.02% |
$16.8K - $20.9K
|
419
$113K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$12.5K - $15.6K
|
100
$26.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
96New |
$12K - $15K
|
96
$25.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56+ 2.41% |
$7.01K - $8.73K
|
2.38K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
30New |
$3.75K - $4.68K
|
30
$8.08K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$250 - $312
|
2
$539
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
50.3K+ 50.33% |
$6.14M - $9.83M
|
150K
$40.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
5.89KNew |
$720K - $1.15M
|
5.89K
$1.59M
|
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.19KNew |
$389K - $623K
|
3.19K
$858K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.75K+ 2868.75% |
$337K - $538K
|
2.85K
$768K
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
2.73KNew |
$333K - $533K
|
2.73K
$734K
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
2.11KNew |
$257K - $412K
|
2.11K
$567K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.85KNew |
$226K - $362K
|
1.85K
$499K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
399New |
$48.8K - $78K
|
399
$107K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
204New |
$24.9K - $39.9K
|
204
$54.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
189+ 6.04% |
$23.1K - $37K
|
3.32K
$894K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
99+ 4.58% |
$12.1K - $19.4K
|
2.26K
$609K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
24+ 2400.0% |
$2.93K - $4.69K
|
25
$6.73K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
15+ 0.46% |
$1.83K - $2.93K
|
3.28K
$884K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
764K+ 555.38% |
$124M - $173M
|
902K
$243M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.13KNew |
$184K - $256K
|
1.13K
$305K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
790New |
$129K - $179K
|
790
$213K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
150New |
$24.4K - $34K
|
150
$40.4K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100+ 100.0% |
$16.3K - $22.6K
|
200
$53.9K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$1.14K - $1.59K
|
7
$1.89K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
750New |
$164K - $188K
|
750
$202K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
725New |
$159K - $182K
|
725
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
82New |
$18K - $20.5K
|
82
$22.1K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
50New |
$11K - $12.5K
|
50
$13.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
43+ 38.05% |
$9.43K - $10.8K
|
156
$42K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7New |
$1.53K - $1.75K
|
7
$1.89K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.8KNew |
$2.77M - $2.97M
|
11.8K
$3.17M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.15KNew |
$271K - $291K
|
1.15K
$311K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
100New |
$23.5K - $25.2K
|
100
$26.9K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
400New |
$84K - $98.6K
|
400
$108K
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
275New |
$57.8K - $67.8K
|
275
$74.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
131New |
$27.5K - $32.3K
|
131
$35.3K
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
42+ 84.0% |
$8.82K - $10.4K
|
92
$24.8K
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5New |
$1.05K - $1.23K
|
5
$1.35K
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100New |
$20.6K - $24.3K
|
100
$26.9K
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
90New |
$18.6K - $21.9K
|
90
$24.2K
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
21New |
$4.34K - $5.11K
|
21
$5.66K
|
|
| Q4 2020 | |||||||
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
90New |
$16.8K - $19.8K
|
90
$24.2K
|
|