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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
200New |
$44.3K - $53.4K
|
200
$53.8K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
190+ 2.98% |
$42.1K - $50.7K
|
6.56K
$1.76M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
188+ 7.43% |
$41.6K - $50.2K
|
2.72K
$731K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
126New |
$27.9K - $33.6K
|
126
$33.9K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
107+ 1.91% |
$23.7K - $28.6K
|
5.71K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
100+ 3.9% |
$22.1K - $26.7K
|
2.66K
$716K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
80+ 1.03% |
$17.7K - $21.3K
|
7.82K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
80+ 1.43% |
$17.7K - $21.3K
|
5.66K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
73+ 8.64% |
$16.2K - $19.5K
|
918
$247K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
69+ 3.58% |
$15.3K - $18.4K
|
2K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
66+ 0.2% |
$14.6K - $17.6K
|
33.7K
$9.07M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
64+ 3.31% |
$14.2K - $17.1K
|
2K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61+ 2.05% |
$13.5K - $16.3K
|
3.04K
$818K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
50New |
$11.1K - $13.3K
|
50
$13.5K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
49+ 1.21% |
$10.8K - $13.1K
|
4.1K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
47+ 0.61% |
$10.4K - $12.5K
|
7.7K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
46+ 2.23% |
$10.2K - $12.3K
|
2.11K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
44+ 3.2% |
$9.74K - $11.7K
|
1.42K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
41+ 0.75% |
$9.08K - $10.9K
|
5.51K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
34+ 0.99% |
$7.53K - $9.07K
|
3.48K
$937K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
33+ 220.0% |
$7.31K - $8.81K
|
48
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
29+ 0.18% |
$6.42K - $7.74K
|
16.5K
$4.45M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
24+ 1.13% |
$5.31K - $6.4K
|
2.14K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21+ 1.89% |
$4.65K - $5.6K
|
1.14K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
20New |
$4.43K - $5.34K
|
20
$5.38K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
19New |
$4.21K - $5.07K
|
19
$5.11K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19+ 1.69% |
$4.21K - $5.07K
|
1.14K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
19+ 0.79% |
$4.21K - $5.07K
|
2.44K
$655K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$3.54K - $4.27K
|
5.43K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
13+ 0.41% |
$2.88K - $3.47K
|
3.18K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$2.21K - $2.67K
|
10
$2.69K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
8+ 3.77% |
$1.77K - $2.13K
|
220
$59.2K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.16% |
$1.11K - $1.33K
|
3.15K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5New |
$1.11K - $1.33K
|
5
$1.35K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
4+ 80.0% |
$886 - $1.07K
|
9
$2.42K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2+ 0.1% |
$443 - $534
|
2.08K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.5KNew |
$4.52M - $5.52M
|
21.5K
$5.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17K+ 117.74% |
$3.58M - $4.37M
|
31.4K
$8.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
16.7KNew |
$3.51M - $4.28M
|
16.7K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
14.5KNew |
$3.06M - $3.74M
|
14.5K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.2KNew |
$2.57M - $3.14M
|
12.2K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.1KNew |
$2.54M - $3.11M
|
12.1K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$2.19M - $2.67M
|
10.4K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
8.4KNew |
$1.77M - $2.16M
|
8.4K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.88K+ 200.99% |
$1.24M - $1.51M
|
8.81K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.1KNew |
$1.07M - $1.31M
|
5.1K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.32KNew |
$910K - $1.11M
|
4.32K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.12KNew |
$656K - $801K
|
3.12K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$644K - $787K
|
3.06K
$823K
|
|