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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.1KNew |
$244K - $294K
|
1.1K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.06K+ 5.04% |
$234K - $282K
|
22K
$5.92M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05KNew |
$233K - $281K
|
1.05K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.02K+ 4.15% |
$226K - $272K
|
25.6K
$6.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1K+ 14.69% |
$222K - $268K
|
7.84K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1K+ 71.4% |
$222K - $267K
|
2.4K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
1KNew |
$221K - $267K
|
1K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1KNew |
$221K - $267K
|
1K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
946New |
$209K - $252K
|
946
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
944+ 3.26% |
$209K - $252K
|
29.9K
$8.05M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
936+ 6.97% |
$207K - $250K
|
14.4K
$3.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
910New |
$201K - $243K
|
910
$245K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
858+ 6.53% |
$190K - $229K
|
14K
$3.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
710+ 18.68% |
$157K - $189K
|
4.51K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
687+ 44.44% |
$152K - $183K
|
2.23K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
681+ 6.55% |
$151K - $182K
|
11.1K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
680New |
$151K - $181K
|
680
$183K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
652+ 33.01% |
$144K - $174K
|
2.63K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
645+ 19.62% |
$143K - $172K
|
3.93K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
641+ 2.65% |
$142K - $171K
|
24.9K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
635New |
$141K - $169K
|
635
$171K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
597+ 2.35% |
$132K - $159K
|
26K
$6.99M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
536New |
$119K - $143K
|
536
$144K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
505+ 382.58% |
$112K - $135K
|
637
$171K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
450New |
$99.6K - $120K
|
450
$121K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
450+ 9.01% |
$99.6K - $120K
|
5.44K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
440+ 2.4% |
$97.4K - $117K
|
18.8K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
434+ 144.67% |
$96.1K - $116K
|
734
$197K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
428New |
$94.8K - $114K
|
428
$115K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
420+ 36.94% |
$93K - $112K
|
1.56K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
395+ 12.83% |
$87.4K - $105K
|
3.47K
$935K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
392+ 23.11% |
$86.8K - $105K
|
2.09K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
375+ 29.9% |
$83K - $100K
|
1.63K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
369+ 4.48% |
$81.7K - $98.5K
|
8.61K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
342+ 2.89% |
$75.7K - $91.3K
|
12.2K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
337+ 22.91% |
$74.6K - $89.9K
|
1.81K
$486K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
300New |
$66.4K - $80.1K
|
300
$80.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
300+ 405.41% |
$66.4K - $80.1K
|
374
$101K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
299+ 2.87% |
$66.2K - $79.8K
|
10.7K
$2.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
287+ 18.6% |
$63.5K - $76.6K
|
1.83K
$492K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
286+ 4.98% |
$63.3K - $76.3K
|
6.03K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
284New |
$62.9K - $75.8K
|
284
$76.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
283+ 21.01% |
$62.7K - $75.5K
|
1.63K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
262+ 2.74% |
$58K - $69.9K
|
9.84K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
255+ 3.17% |
$56.5K - $68K
|
8.3K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
245+ 3.55% |
$54.2K - $65.4K
|
7.14K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
240+ 2.42% |
$53.1K - $64K
|
10.2K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
227+ 3.7% |
$50.3K - $60.6K
|
6.36K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
220New |
$48.7K - $58.7K
|
220
$59.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
206New |
$45.6K - $55K
|
206
$55.4K
|