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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
239New |
$27.8K - $32.5K
|
239
$57K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
230New |
$26.7K - $31.3K
|
230
$54.8K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
206New |
$23.9K - $28K
|
206
$49.1K
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
187New |
$21.7K - $25.4K
|
187
$44.6K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
179+ 252.11% |
$20.8K - $24.3K
|
250
$59.6K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
112New |
$13K - $15.2K
|
112
$26.7K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
112New |
$13K - $15.2K
|
112
$26.7K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
54New |
$6.27K - $7.34K
|
54
$12.9K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
38New |
$4.41K - $5.16K
|
38
$9.06K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
25New |
$2.9K - $3.4K
|
25
$5.96K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4New |
$464 - $544
|
4
$954
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.09% |
$232 - $272
|
2.14K
$511K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
150KNew |
$18.8M - $23.5M
|
150K
$35.9M
|
|
Oct 11, 2022
Q3 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
73.5KNew |
$9.19M - $11.5M
|
73.5K
$17.5M
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
BUY
|
- |
13.2KNew |
$1.65M - $2.05M
|
13.2K
$3.14M
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
9.17KNew |
$1.15M - $1.43M
|
9.17K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.3KNew |
$413K - $515K
|
3.3K
$787K
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.22KNew |
$402K - $501K
|
3.22K
$767K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.25KNew |
$281K - $351K
|
2.25K
$536K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.94KNew |
$242K - $302K
|
1.94K
$461K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.7KNew |
$213K - $265K
|
1.7K
$405K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
700New |
$87.6K - $109K
|
700
$167K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
698+ 3.83% |
$87.3K - $109K
|
18.9K
$4.51M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
202New |
$25.3K - $31.5K
|
202
$48.2K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
194New |
$24.3K - $30.3K
|
194
$46.3K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
142+ 0.7% |
$17.8K - $22.1K
|
20.4K
$4.87M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
134+ 47.02% |
$16.8K - $20.9K
|
419
$99.9K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$12.5K - $15.6K
|
100
$23.8K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
96New |
$12K - $15K
|
96
$22.9K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
65New |
$8.13K - $10.1K
|
65
$15.5K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56+ 2.41% |
$7.01K - $8.73K
|
2.38K
$568K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
43+ 74.14% |
$5.38K - $6.7K
|
101
$24.1K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
30New |
$3.75K - $4.68K
|
30
$7.15K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$250 - $312
|
2
$477
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
50.3K+ 50.33% |
$6.14M - $9.83M
|
150K
$35.8M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
14.7KNew |
$1.8M - $2.88M
|
14.7K
$3.51M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
14KNew |
$1.71M - $2.74M
|
14K
$3.34M
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
5.89KNew |
$720K - $1.15M
|
5.89K
$1.41M
|
|
Aug 10, 2022
Q2 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.19KNew |
$389K - $623K
|
3.19K
$760K
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.75K+ 2868.75% |
$337K - $538K
|
2.85K
$680K
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
2.73KNew |
$333K - $533K
|
2.73K
$650K
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
2.11KNew |
$257K - $412K
|
2.11K
$502K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.85KNew |
$226K - $362K
|
1.85K
$442K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.68KNew |
$205K - $328K
|
1.68K
$401K
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
399New |
$48.8K - $78K
|
399
$95.1K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
204New |
$24.9K - $39.9K
|
204
$48.6K
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
189+ 6.04% |
$23.1K - $37K
|
3.32K
$791K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
99+ 4.58% |
$12.1K - $19.4K
|
2.26K
$539K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
24+ 2400.0% |
$2.93K - $4.69K
|
25
$5.96K
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
15New |
$1.83K - $2.93K
|
15
$3.58K
|