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 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
872KNew |
$156M - $180M
|
872K
$208M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
39KNew |
$6.98M - $8.05M
|
39K
$9.3M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
36KNew |
$6.45M - $7.43M
|
36K
$8.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
31KNew |
$5.56M - $6.4M
|
31K
$7.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
28.7KNew |
$5.14M - $5.92M
|
28.7K
$6.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.4K+ 269.4% |
$4.9M - $5.65M
|
37.5K
$8.95M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
25.1KNew |
$4.5M - $5.18M
|
25.1K
$5.99M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
21.7KNew |
$3.88M - $4.47M
|
21.7K
$5.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
20.4KNew |
$3.65M - $4.21M
|
20.4K
$4.86M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17KNew |
$3.05M - $3.52M
|
17K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 30.41% |
$1.82M - $2.09M
|
43.5K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$1.81M - $2.08M
|
10.1K
$2.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.7KNew |
$1.56M - $1.79M
|
8.7K
$2.07M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
8.26KNew |
$1.48M - $1.7M
|
8.26K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.79K+ 40.28% |
$1.04M - $1.19M
|
20.2K
$4.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.97KNew |
$532K - $613K
|
2.97K
$708K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.29K+ 82.15% |
$410K - $473K
|
5.08K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
1.7KNew |
$304K - $351K
|
1.7K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.35KNew |
$241K - $278K
|
1.35K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.27KNew |
$226K - $261K
|
1.27K
$302K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$210K - $242K
|
1.17K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.07KNew |
$192K - $221K
|
1.07K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.06KNew |
$189K - $218K
|
1.06K
$252K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1KNew |
$179K - $206K
|
1K
$238K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
984New |
$176K - $203K
|
984
$235K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
839+ 2.92% |
$150K - $173K
|
29.6K
$7.05M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
323+ 1.66% |
$57.8K - $66.6K
|
19.8K
$4.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
275+ 23.23% |
$49.2K - $56.7K
|
1.46K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
190New |
$34K - $39.2K
|
190
$45.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
180New |
$32.2K - $37.1K
|
180
$42.9K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
142New |
$25.4K - $29.3K
|
142
$33.9K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
134+ 8.65% |
$24K - $27.6K
|
1.68K
$402K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$23.8K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$23.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
100+ 6.25% |
$17.9K - $20.6K
|
1.7K
$405K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$23.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
95+ 3.75% |
$17K - $19.6K
|
2.63K
$626K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
74New |
$13.2K - $15.3K
|
74
$17.6K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
71New |
$12.7K - $14.6K
|
71
$16.9K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
68New |
$12.2K - $14K
|
68
$16.2K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
54New |
$9.67K - $11.1K
|
54
$12.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45+ 34.88% |
$8.06K - $9.28K
|
174
$41.5K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
37New |
$6.62K - $7.63K
|
37
$8.82K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
26New |
$4.66K - $5.36K
|
26
$6.2K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
21New |
$3.76K - $4.33K
|
21
$5.01K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
21+ 1.31% |
$3.76K - $4.33K
|
1.63K
$388K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$3.4K - $3.92K
|
19
$4.53K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15New |
$2.69K - $3.09K
|
15
$3.58K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
272K+ 7875.75% |
$40.2M - $51.3M
|
276K
$65.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.9KNew |
$2.5M - $3.18M
|
16.9K
$4.03M
|
|