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
Feb 13, 2025 Q4 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
45
+ 1.53%
$9.47K - $11.6K
2.98K $801K
Feb 14, 2025 Q4 2024
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
38
New
$8K - $9.78K
38 $10.2K
Feb 07, 2025 Q4 2024
Davis R M Inc

Portland, ME
BUY
 -
13
+ 0.4%
$2.74K - $3.34K
3.27K $880K
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
12
New
$2.53K - $3.09K
12 $3.23K
Feb 27, 2025 Q4 2024
Reap Financial Group, LLC

Austin, TX
BUY
 -
6
+ 0.49%
$1.26K - $1.54K
1.22K $328K
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
5
New
$1.05K - $1.29K
5 $1.35K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
5
New
$1.05K - $1.29K
5 $1.35K
Feb 10, 2025 Q4 2024
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
2
New
$421 - $514
2 $538
Feb 14, 2025 Q4 2024
Luminist Capital LLC

Grand Rapids, MI
BUY
 -
1
New
$211 - $257
1 $269
Feb 12, 2025 Q4 2024
Private Portfolio Partners LLC

BUY
 -
1
+ 0.06%
$211 - $257
1.72K $464K
Q3 2024
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
5.43K
New
$997K - $1.15M
5.43K $1.46M
Oct 29, 2024 Q3 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
3.02K
New
$554K - $641K
3.02K $812K
Oct 10, 2024 Q3 2024
Koshinski Asset Management, Inc.

BUY
 -
1.52K
New
$279K - $323K
1.52K $409K
Nov 06, 2024 Q3 2024
Sather Financial Group Inc

BUY
 -
1.34K
New
$246K - $285K
1.34K $361K
Nov 14, 2024 Q3 2024
Monograph Wealth Advisors, LLC

BUY
 -
1.1K
New
$202K - $234K
1.1K $296K
Oct 23, 2024 Q3 2024
Joel Isaacson & Co., LLC

BUY
 -
1.1K
New
$201K - $233K
1.1K $295K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
1.03K
New
$189K - $219K
1.03K $277K
Oct 21, 2024 Q3 2024
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
955
New
$175K - $203K
955 $257K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
446
New
$81.9K - $94.8K
446 $120K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
419
New
$77K - $89K
419 $113K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
320
+ 0.11%
$58.8K - $68K
281K $75.6M
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
300
New
$55.1K - $63.7K
300 $80.7K
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
272
+ 7.48%
$50K - $57.8K
3.91K $1.05M
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
230
New
$42.2K - $48.9K
230 $61.9K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
189
New
$34.7K - $40.2K
189 $50.9K
Nov 14, 2024 Q3 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
155
New
$28.5K - $32.9K
155 $41.7K
Nov 14, 2024 Q3 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
152
+ 0.58%
$27.9K - $32.3K
26.5K $7.12M
Nov 14, 2024 Q3 2024
Royal Bank Of Canada

Toronto, A6
BUY
 CALL
100
New
$18.4K - $21.2K
100 $26.9K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
100
+ 149.25%
$18.4K - $21.2K
167 $44.9K
Oct 18, 2024 Q3 2024
Petix & Botte CO

BUY
 -
98
+ 8.63%
$18K - $20.8K
1.23K $332K
Oct 29, 2024 Q3 2024
Nvwm, LLC

BUY
 -
50
New
$9.18K - $10.6K
50 $13.5K
Oct 24, 2024 Q3 2024
Madison Wealth Partners, Inc

BUY
 -
50
+ 3.0%
$9.18K - $10.6K
1.72K $462K
Nov 12, 2024 Q3 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
27
+ 1.77%
$4.96K - $5.74K
1.55K $418K
Feb 19, 2025 Q3 2024
Keystone Financial Group

BUY
 -
11
+ 0.65%
$2.02K - $2.34K
1.71K $461K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
4
+ 0.35%
$735 - $850
1.16K $312K
Oct 22, 2024 Q3 2024
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
2
+ 0.17%
$367 - $425
1.19K $321K
Q2 2024
Aug 06, 2024 Q2 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
39.4K
New
$7.59M - $8.18M
39.4K $10.6M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
13.5K
+ 16.72%
$2.6M - $2.8M
93.9K $25.3M
Aug 05, 2024 Q2 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
8.52K
New
$1.64M - $1.77M
8.52K $2.29M
Aug 13, 2024 Q2 2024
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
6.59K
New
$1.27M - $1.37M
6.59K $1.77M
Jul 16, 2024 Q2 2024
Burke & Herbert Bank & Trust CO

BUY
 -
5.09K
New
$982K - $1.06M
5.09K $1.37M
Jul 22, 2024 Q2 2024
Signal Point Asset Management, LLC

BUY
 -
1.75K
New
$338K - $364K
1.75K $471K
Aug 13, 2024 Q2 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1.37K
New
$264K - $285K
1.37K $368K
Aug 14, 2024 Q2 2024
Globalt Investments LLC / Ga

Atlanta, GA
BUY
 -
1K
New
$193K - $208K
1K $269K
Jul 23, 2024 Q2 2024
Wespac Advisors So Cal, LLC

BUY
 -
454
+ 9.56%
$87.6K - $94.4K
5.2K $1.4M
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
223
+ 602.7%
$43K - $46.3K
260 $70K
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
149
+ 2980.0%
$28.7K - $31K
154 $41.4K
Jul 16, 2024 Q2 2024
Compass Wealth Management LLC

Guilford, CT
BUY
 -
138
New
$26.6K - $28.7K
138 $37.1K
Jul 19, 2024 Q2 2024
Central Bank & Trust CO

BUY
 -
65
New
$12.5K - $13.5K
65 $17.5K

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