Latest Institutional Purchases of First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

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
Aug 14, 2025 Q2 2025
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
880
New
$176K - $237K
880 $237K
Aug 07, 2025 Q2 2025
Brio Consultants, LLC

BUY
 -
880
New
$176K - $237K
880 $237K
Jul 09, 2025 Q2 2025
Catalyst Private Wealth, LLC

BUY
 -
858
New
$172K - $231K
858 $231K
Aug 13, 2025 Q2 2025
Seaview Investment Managers LLC

BUY
 -
836
New
$167K - $225K
836 $225K
Aug 11, 2025 Q2 2025
October Effect LTD

Virginia Beach, VA
BUY
 -
831
New
$166K - $224K
831 $224K
Jul 22, 2025 Q2 2025
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
811
New
$162K - $218K
811 $218K
Jul 16, 2025 Q2 2025
Clear Point Advisors Inc.

Melville, NY
BUY
 -
808
New
$162K - $218K
808 $218K
Aug 08, 2025 Q2 2025
Evolution Wealth Advisors, LLC

BUY
 -
807
New
$162K - $217K
807 $217K
Aug 14, 2025 Q2 2025
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
805
New
$161K - $217K
805 $217K
Aug 04, 2025 Q2 2025
Joseph P. Lucia & Associates, LLC

BUY
 -
805
New
$161K - $217K
805 $217K
Jul 29, 2025 Q2 2025
Ballast, Inc.

BUY
 -
805
New
$161K - $217K
805 $217K
Jul 28, 2025 Q2 2025
Patten & Patten Inc

BUY
 -
797
New
$160K - $215K
797 $215K
Jul 17, 2025 Q2 2025
Summit Financial Strategies, Inc.

BUY
 -
795
New
$159K - $214K
795 $214K
Jul 18, 2025 Q2 2025
Ewa, LLC

Pittsbugh, PA
BUY
 -
784
New
$157K - $211K
784 $211K
Aug 06, 2025 Q2 2025
Walkner Condon Financial Advisors LLC

BUY
 -
779
New
$156K - $210K
779 $210K
Jul 07, 2025 Q2 2025
Wesbanco Bank Inc

BUY
 -
779
New
$156K - $210K
779 $210K
Jul 23, 2025 Q2 2025
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
743
New
$149K - $200K
743 $200K
Aug 06, 2025 Q2 2025
Aspect Partners, LLC

Fairfax, VA
BUY
 -
600
New
$120K - $162K
600 $162K
Aug 14, 2025 Q2 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
592
+ 4.87%
$119K - $159K
12.8K $3.44M
Aug 13, 2025 Q2 2025
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
496
New
$99.3K - $134K
496 $134K
Jul 23, 2025 Q2 2025
Rmg Wealth Management LLC

Platteville, WI
BUY
 -
493
New
$98.7K - $133K
493 $133K
Aug 13, 2025 Q2 2025
Brown Advisory Inc

BUY
 -
453
+ 35.87%
$90.7K - $122K
1.72K $462K
Aug 11, 2025 Q2 2025
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
435
+ 13.79%
$87.1K - $117K
3.59K $967K
Jul 24, 2025 Q2 2025
Trust CO Of Toledo Na

Holland, OH
BUY
 -
388
New
$77.7K - $105K
388 $105K
Jul 21, 2025 Q2 2025
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
356
New
$71.3K - $95.9K
356 $95.9K
Jul 30, 2025 Q2 2025
Whittier Trust CO Of Nevada Inc

BUY
 -
354
New
$70.9K - $95.3K
354 $95.3K
Aug 07, 2025 Q2 2025
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
200
New
$40.1K - $53.9K
200 $53.9K
Jul 15, 2025 Q2 2025
Patriot Investment Management Inc.

BUY
 -
165
+ 17.76%
$33K - $44.4K
1.09K $295K
Jul 14, 2025 Q2 2025
Abound Wealth Management

Franklin, TN
BUY
 -
150
New
$30K - $40.4K
150 $40.4K
Jul 24, 2025 Q2 2025
Gfg Capital, LLC

BUY
 -
102
New
$20.4K - $27.5K
102 $27.5K
Jul 22, 2025 Q2 2025
Chung Wu Investment Group, LLC

Sugar Land, TX
BUY
 -
100
New
$20K - $26.9K
100 $26.9K
Jul 18, 2025 Q2 2025
Trust CO Of Vermont

BUY
 -
100
New
$20K - $26.9K
100 $26.9K
Aug 01, 2025 Q2 2025
First Command Advisory Services, Inc.

BUY
 -
99
New
$19.8K - $26.7K
99 $26.7K
Jul 16, 2025 Q2 2025
Keystone Global Partners, LLC

Denver, CO
BUY
 -
97
New
$19.4K - $26.1K
97 $26.1K
Nov 10, 2025 Q2 2025
Flaharty Asset Management, LLC

BUY
 -
96
+ 1.28%
$19.2K - $25.9K
7.59K $2.04M
Oct 24, 2025 Q2 2025
Aventus Investment Advisors, Inc.

Naples, FL
BUY
 -
94
New
$18.8K - $25.3K
94 $25.3K
Aug 12, 2025 Q2 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
89
+ 13.97%
$17.8K - $24K
726 $196K
Aug 08, 2025 Q2 2025
Good Life Advisors, LLC

BUY
 -
74
+ 3.04%
$14.8K - $19.9K
2.51K $676K
Jul 16, 2025 Q2 2025
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
65
New
$13K - $17.5K
65 $17.5K
Aug 14, 2025 Q2 2025
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
58
+ 37.66%
$11.6K - $15.6K
212 $57.1K
Aug 07, 2025 Q2 2025
Hughes Financial Services, LLC

Herndon, VA
BUY
 -
48
New
$9.61K - $12.9K
48 $12.9K
Jul 29, 2025 Q2 2025
Harbor Asset Planning, Inc.

Belmont, MA
BUY
 -
43
New
$8.61K - $11.6K
43 $11.6K
Aug 05, 2025 Q2 2025
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
36
+ 1.82%
$7.21K - $9.7K
2.01K $542K
Jul 30, 2025 Q2 2025
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
33
+ 2.5%
$6.61K - $8.89K
1.36K $365K
Aug 19, 2025 Q2 2025
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
10
New
$2K - $2.69K
10 $2.69K
Jul 29, 2025 Q2 2025
Koshinski Asset Management, Inc.

BUY
 -
3
+ 0.2%
$601 - $808
1.52K $410K
Aug 13, 2025 Q2 2025
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2
New
$401 - $539
2 $539
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 30, 2025 Q1 2025
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
93.4K
New
$20.7M - $24.9M
93.4K $25.2M

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