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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.27% |
$918 - $1.06K
|
1.83K
$489K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 0.35% |
$735 - $850
|
1.16K
$310K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.87% |
$551 - $637
|
347
$92.6K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.17% |
$367 - $425
|
1.19K
$318K
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39.4KNew |
$7.59M - $8.18M
|
39.4K
$10.5M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.5K+ 16.72% |
$2.6M - $2.8M
|
93.9K
$25.1M
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
8.52KNew |
$1.64M - $1.77M
|
8.52K
$2.27M
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.59KNew |
$1.27M - $1.37M
|
6.59K
$1.76M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5.09KNew |
$982K - $1.06M
|
5.09K
$1.36M
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.53KNew |
$488K - $526K
|
2.53K
$675K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.43K+ 6954.29% |
$470K - $506K
|
2.47K
$659K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.75KNew |
$338K - $364K
|
1.75K
$467K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.4K+ 23.86% |
$269K - $290K
|
7.24K
$1.93M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.37KNew |
$264K - $285K
|
1.37K
$365K
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$211K - $228K
|
1.1K
$292K
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1KNew |
$193K - $208K
|
1K
$267K
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
454+ 9.56% |
$87.6K - $94.4K
|
5.2K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
400+ 1428.57% |
$77.2K - $83.1K
|
428
$114K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
223+ 602.7% |
$43K - $46.3K
|
260
$69.4K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
149+ 2980.0% |
$28.7K - $31K
|
154
$41.1K
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
138New |
$26.6K - $28.7K
|
138
$36.8K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
107+ 3.95% |
$20.6K - $22.2K
|
2.82K
$752K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
65New |
$12.5K - $13.5K
|
65
$17.3K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
50New |
$9.65K - $10.4K
|
50
$13.3K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
44New |
$8.49K - $9.14K
|
44
$11.7K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40New |
$7.72K - $8.31K
|
40
$10.7K
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
32+ 0.41% |
$6.17K - $6.65K
|
7.81K
$2.08M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
32New |
$6.17K - $6.65K
|
32
$8.54K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
25New |
$4.82K - $5.2K
|
25
$6.67K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
20+ 0.43% |
$3.86K - $4.16K
|
4.67K
$1.25M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$1.74K - $1.87K
|
9
$2.4K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.5% |
$1.54K - $1.66K
|
1.6K
$426K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4New |
$772 - $831
|
4
$1.07K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$386 - $416
|
2
$534
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
36KNew |
$6.45M - $7.43M
|
36K
$9.62M
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
31KNew |
$5.56M - $6.4M
|
31K
$8.28M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
28.7KNew |
$5.14M - $5.92M
|
28.7K
$7.66M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.4K+ 269.4% |
$4.9M - $5.65M
|
37.5K
$10M
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
25.1KNew |
$4.5M - $5.18M
|
25.1K
$6.71M
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
20.4KNew |
$3.65M - $4.21M
|
20.4K
$5.44M
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17KNew |
$3.05M - $3.52M
|
17K
$4.55M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 30.41% |
$1.82M - $2.09M
|
43.5K
$11.6M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$1.81M - $2.08M
|
10.1K
$2.69M
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.7KNew |
$1.56M - $1.79M
|
8.7K
$2.32M
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
8.26KNew |
$1.48M - $1.7M
|
8.26K
$2.2M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.79K+ 40.28% |
$1.04M - $1.19M
|
20.2K
$5.38M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.97KNew |
$532K - $613K
|
2.97K
$793K
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.29K+ 82.15% |
$410K - $473K
|
5.08K
$1.36M
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.35KNew |
$241K - $278K
|
1.35K
$359K
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.27KNew |
$226K - $261K
|
1.27K
$338K
|