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 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.53KNew |
$282K - $326K
|
1.53K
$366K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.52KNew |
$279K - $323K
|
1.52K
$362K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.48K+ 33.36% |
$273K - $315K
|
5.93K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
1.44K+ 1.46% |
$265K - $307K
|
100K
$23.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.39K+ 32.05% |
$255K - $295K
|
5.73K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.36KNew |
$250K - $290K
|
1.36K
$325K
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.34KNew |
$246K - $285K
|
1.34K
$320K
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
1.34KNew |
$245K - $284K
|
1.34K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.32KNew |
$242K - $280K
|
1.32K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.28K+ 27.33% |
$235K - $272K
|
5.97K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.23KNew |
$227K - $262K
|
1.23K
$294K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.23KNew |
$225K - $261K
|
1.23K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$202K - $234K
|
1.1K
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.1KNew |
$201K - $233K
|
1.1K
$261K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.08KNew |
$199K - $230K
|
1.08K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.06K+ 100.0% |
$195K - $225K
|
2.12K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.05K+ 88.23% |
$193K - $223K
|
2.24K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.03KNew |
$189K - $219K
|
1.03K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.02KNew |
$188K - $217K
|
1.02K
$243K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.02K+ 10.58% |
$187K - $216K
|
10.6K
$2.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.01K+ 2515.0% |
$185K - $214K
|
1.05K
$249K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
997New |
$183K - $212K
|
997
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
984+ 4.25% |
$181K - $209K
|
24.1K
$5.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
955New |
$175K - $203K
|
955
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
925+ 1.14% |
$170K - $197K
|
82.3K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
895+ 29.16% |
$164K - $190K
|
3.96K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
752+ 7.87% |
$138K - $160K
|
10.3K
$2.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
634+ 4.56% |
$116K - $135K
|
14.5K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
586+ 1.94% |
$108K - $125K
|
30.8K
$7.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
580+ 15.74% |
$107K - $123K
|
4.27K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
463+ 4.88% |
$85K - $98.4K
|
9.95K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
454+ 26.17% |
$83.4K - $96.5K
|
2.19K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
451+ 7.6% |
$82.8K - $95.8K
|
6.39K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
446New |
$81.9K - $94.8K
|
446
$106K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
419New |
$77K - $89K
|
419
$99.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
415+ 1.96% |
$76.2K - $88.2K
|
21.6K
$5.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
392+ 0.16% |
$72K - $83.3K
|
241K
$57.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
388+ 1.67% |
$71.3K - $82.4K
|
23.6K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
372+ 1.51% |
$68.3K - $79K
|
25K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346+ 4.14% |
$63.6K - $73.5K
|
8.71K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
339+ 5.4% |
$62.3K - $72K
|
6.62K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
333+ 0.99% |
$61.2K - $70.8K
|
33.8K
$8.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
320+ 0.11% |
$58.8K - $68K
|
281K
$67M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
308+ 7.99% |
$56.6K - $65.4K
|
4.16K
$993K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
305+ 28.61% |
$56K - $64.8K
|
1.37K
$327K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
300New |
$55.1K - $63.7K
|
300
$71.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
288+ 2.05% |
$52.9K - $61.2K
|
14.4K
$3.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
275+ 5.13% |
$50.5K - $58.4K
|
5.64K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
272+ 7.48% |
$50K - $57.8K
|
3.91K
$932K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
267+ 1.79% |
$49K - $56.7K
|
15.2K
$3.61M
|