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
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
50
New
$9.65K - $10.4K
50 $13.5K
Jul 02, 2024 Q2 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
44
New
$8.49K - $9.14K
44 $11.8K
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
40
New
$7.72K - $8.31K
40 $10.8K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
32
New
$6.17K - $6.65K
32 $8.61K
Jul 23, 2024 Q2 2024
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
25
New
$4.82K - $5.2K
25 $6.73K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
9
New
$1.74K - $1.87K
9 $2.42K
Jul 25, 2024 Q2 2024
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
4
New
$772 - $831
4 $1.08K
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
2
New
$386 - $416
2 $538
Q1 2024
Apr 16, 2024 Q1 2024
Fsc Wealth Advisors, LLC

BUY
 -
31K
New
$5.56M - $6.4M
31K $8.35M
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
28.7K
New
$5.14M - $5.92M
28.7K $7.73M
May 15, 2024 Q1 2024
J. Goldman & CO LP

New York, NY
BUY
 -
25.1K
New
$4.5M - $5.18M
25.1K $6.76M
Apr 17, 2024 Q1 2024
Cannon Global Investment Management, LLC

BUY
 -
20.4K
New
$3.65M - $4.21M
20.4K $5.49M
May 03, 2024 Q1 2024
New York Life Investment Management LLC

New York, NY
BUY
 -
17K
New
$3.05M - $3.52M
17K $4.59M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
10.1K
+ 30.41%
$1.82M - $2.09M
43.5K $11.7M
Apr 19, 2024 Q1 2024
Norden Group LLC

Provo, UT
BUY
 -
8.7K
New
$1.56M - $1.79M
8.7K $2.34M
May 09, 2024 Q1 2024
Bright Financial Advisors, Inc.

Portage, MI
BUY
 -
8.26K
New
$1.48M - $1.7M
8.26K $2.22M
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
5.79K
+ 40.28%
$1.04M - $1.19M
20.2K $5.42M
Apr 15, 2024 Q1 2024
Aspiriant, LLC

BUY
 -
2.97K
New
$532K - $613K
2.97K $799K
Apr 30, 2024 Q1 2024
Spider Rock Advisors, LLC

BUY
 -
1.35K
New
$241K - $278K
1.35K $362K
May 10, 2024 Q1 2024
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
1.27K
New
$226K - $261K
1.27K $340K
May 10, 2024 Q1 2024
Mmbg Investment Advisors Co.

BUY
 -
1.07K
New
$192K - $221K
1.07K $288K
May 08, 2024 Q1 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.06K
New
$189K - $218K
1.06K $284K
May 02, 2024 Q1 2024
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
1K
New
$179K - $206K
1K $269K
Apr 16, 2024 Q1 2024
Flagship Harbor Advisors, LLC

BUY
 -
984
New
$176K - $203K
984 $265K
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
839
+ 2.92%
$150K - $173K
29.6K $7.95M
Apr 15, 2024 Q1 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
275
+ 23.23%
$49.2K - $56.7K
1.46K $393K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
190
New
$34K - $39.2K
190 $51.1K
Apr 16, 2024 Q1 2024
Pinnacle Bancorp, Inc.

BUY
 -
180
New
$32.2K - $37.1K
180 $48.4K
Apr 29, 2024 Q1 2024
First United Bank & Trust

BUY
 -
142
New
$25.4K - $29.3K
142 $38.2K
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
100
New
$17.9K - $20.6K
100 $26.9K
May 14, 2024 Q1 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
100
New
$17.9K - $20.6K
100 $26.9K
May 15, 2024 Q1 2024
Steward Partners Investment Solutions, LLC

Portland, OR
BUY
 -
95
+ 3.75%
$17K - $19.6K
2.63K $707K
May 13, 2024 Q1 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
71
New
$12.7K - $14.6K
71 $19.1K
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
68
New
$12.2K - $14K
68 $18.3K
May 02, 2024 Q1 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
54
New
$9.67K - $11.1K
54 $14.5K
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
45
+ 34.88%
$8.06K - $9.28K
174 $46.8K
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
37
New
$6.62K - $7.63K
37 $9.95K
May 10, 2024 Q1 2024
Mc Ilrath & Eck, LLC

BUY
 -
26
New
$4.66K - $5.36K
26 $7K
May 06, 2024 Q1 2024
Addison Advisors LLC

BUY
 -
21
New
$3.76K - $4.33K
21 $5.65K
Apr 04, 2024 Q1 2024
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
21
+ 1.31%
$3.76K - $4.33K
1.63K $437K
May 13, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
19
New
$3.4K - $3.92K
19 $5.11K
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
15
New
$2.69K - $3.09K
15 $4.04K
Q4 2023
Jan 19, 2024 Q4 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
16.9K
New
$2.5M - $3.18M
16.9K $4.55M
Feb 14, 2024 Q4 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
15.6K
+ 40.53%
$2.3M - $2.94M
54K $14.5M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
5.74K
New
$848K - $1.08M
5.74K $1.54M
Feb 14, 2024 Q4 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.05K
New
$451K - $575K
3.05K $821K
Feb 12, 2024 Q4 2023
Wealthstream Advisors, Inc.

BUY
 -
2.77K
New
$409K - $521K
2.77K $744K
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
1.24K
New
$184K - $234K
1.24K $335K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.23K
New
$181K - $231K
1.23K $330K

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