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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
15New |
$1.83K - $2.93K
|
15
$3.61K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
15+ 0.46% |
$1.83K - $2.93K
|
3.28K
$790K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
764K+ 555.38% |
$124M - $173M
|
902K
$217M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.13KNew |
$184K - $256K
|
1.13K
$272K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
790New |
$129K - $179K
|
790
$190K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
150New |
$24.4K - $34K
|
150
$36.1K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100+ 100.0% |
$16.3K - $22.6K
|
200
$48.1K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$1.14K - $1.59K
|
7
$1.68K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
750New |
$164K - $188K
|
750
$180K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
725New |
$159K - $182K
|
725
$174K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
82New |
$18K - $20.5K
|
82
$19.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
50New |
$11K - $12.5K
|
50
$12K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
43+ 38.05% |
$9.43K - $10.8K
|
156
$37.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7New |
$1.53K - $1.75K
|
7
$1.68K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$438 - $501
|
2
$481
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.8KNew |
$2.77M - $2.97M
|
11.8K
$2.83M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.15KNew |
$271K - $291K
|
1.15K
$278K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
100New |
$23.5K - $25.2K
|
100
$24.1K
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
900New |
$189K - $222K
|
900
$217K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
400New |
$84K - $98.6K
|
400
$96.3K
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
275New |
$57.8K - $67.8K
|
275
$66.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
131New |
$27.5K - $32.3K
|
131
$31.5K
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
42+ 84.0% |
$8.82K - $10.4K
|
92
$22.1K
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5New |
$1.05K - $1.23K
|
5
$1.2K
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100New |
$20.6K - $24.3K
|
100
$24.1K
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
90New |
$18.6K - $21.9K
|
90
$21.7K
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
21New |
$4.34K - $5.11K
|
21
$5.05K
|
|
| Q4 2020 | |||||||
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
90New |
$16.8K - $19.8K
|
90
$21.7K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.88KNew |
$328K - $388K
|
1.88K
$452K
|
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
1.27KNew |
$221K - $262K
|
1.27K
$305K
|
|
|
Oct 16, 2020
Q3 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
388New |
$67.7K - $80.1K
|
388
$93.4K
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
100New |
$17.4K - $20.6K
|
100
$24.1K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
515+ 19.19% |
$60.8K - $88.9K
|
3.2K
$770K
|
|
| Q1 2020 | |||||||
|
Apr 29, 2020
Q1 2020
|
Everett Harris & CO
|
BUY
|
- |
2.13KNew |
$229K - $329K
|
2.13K
$512K
|
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$10.7K - $15.5K
|
100
$24.1K
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
BUY
|
- |
29New |
$3.11K - $4.48K
|
29
$6.98K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Asio Capital, LLC
|
BUY
|
- |
539New |
$69.8K - $75.7K
|
539
$130K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
500New |
$66.8K - $75.7K
|
500
$120K
|
|
|
Oct 17, 2019
Q3 2019
|
Cordasco Financial Network
|
BUY
|
- |
30New |
$4.01K - $4.54K
|
30
$7.22K
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
50.5KNew |
$6.72M - $7.54M
|
50.5K
$12.2M
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2.3KNew |
$247K - $323K
|
2.3K
$554K
|
|
|
Feb 13, 2019
Q4 2018
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
732New |
$78.5K - $103K
|
732
$176K
|
|
|
Feb 13, 2019
Q4 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
45New |
$4.82K - $6.33K
|
45
$10.8K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
216KNew |
$29.3M - $31.9M
|
216K
$52M
|
|
| Q2 2018 | |||||||
|
Jul 10, 2018
Q2 2018
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.83KNew |
$214K - $264K
|
1.83K
$439K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1.5K+ 300.0% |
$149K - $154K
|
2K
$481K
|
|