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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.06K+ 2.77% |
$643K - $786K
|
113K
$30.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.33KNew |
$490K - $599K
|
2.33K
$627K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.28KNew |
$480K - $587K
|
2.28K
$614K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.2KNew |
$463K - $565K
|
2.2K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.15KNew |
$453K - $554K
|
2.15K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.05KNew |
$431K - $527K
|
2.05K
$551K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
1.76KNew |
$369K - $451K
|
1.76K
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
1.63KNew |
$342K - $419K
|
1.63K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
BUY
|
- |
1.5KNew |
$315K - $385K
|
1.5K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.42KNew |
$299K - $366K
|
1.42K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.39KNew |
$292K - $357K
|
1.39K
$373K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.36KNew |
$286K - $350K
|
1.36K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.2KNew |
$253K - $309K
|
1.2K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.14K+ 87.8% |
$239K - $292K
|
2.43K
$654K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.05KNew |
$220K - $269K
|
1.05K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.01K+ 73.52% |
$212K - $259K
|
2.38K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
950New |
$200K - $244K
|
950
$256K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
947New |
$199K - $244K
|
947
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
931New |
$196K - $239K
|
931
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
907New |
$191K - $233K
|
907
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
905New |
$191K - $233K
|
905
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
900New |
$189K - $232K
|
900
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
896New |
$189K - $230K
|
896
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
884New |
$186K - $227K
|
884
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
873New |
$184K - $225K
|
873
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
866New |
$182K - $223K
|
866
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
836New |
$176K - $215K
|
836
$225K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
691New |
$145K - $178K
|
691
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
398New |
$83.8K - $102K
|
398
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
300+ 11.11% |
$63.2K - $77.2K
|
3K
$807K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
290New |
$61K - $74.6K
|
290
$78K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
269+ 28.17% |
$56.6K - $69.2K
|
1.22K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
268+ 4.52% |
$56.4K - $68.9K
|
6.2K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$52.6K - $64.3K
|
250
$67.3K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
242New |
$50.9K - $62.3K
|
242
$65.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
207New |
$43.6K - $53.2K
|
207
$55.7K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
204New |
$42.9K - $52.5K
|
204
$54.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
191New |
$40.2K - $49.1K
|
191
$51.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
180New |
$37.9K - $46.3K
|
180
$48.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
163New |
$34.3K - $41.9K
|
163
$43.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
150New |
$31.6K - $38.6K
|
150
$40.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$31.6K - $38.6K
|
150
$40.4K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
145New |
$30.5K - $37.3K
|
145
$39K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
99+ 7.26% |
$20.8K - $25.5K
|
1.46K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
76+ 20.71% |
$16K - $19.6K
|
443
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
76New |
$16K - $19.6K
|
76
$20.4K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
73New |
$15.4K - $18.8K
|
73
$19.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
50New |
$10.5K - $12.9K
|
50
$13.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
46New |
$9.68K - $11.8K
|
46
$12.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
46+ 0.92% |
$9.68K - $11.8K
|
5.03K
$1.35M
|