Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-886K- 99.53% |
$187M - $228M
|
4.18K
$1.09M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.4K- 13.27% |
$4.92M - $6.01M
|
153K
$40.1M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.6K- 43.61% |
$4.13M - $5.05M
|
25.4K
$6.65M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-16.1K- 15.08% |
$3.39M - $4.14M
|
90.6K
$23.8M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-15.5K- 10.11% |
$3.27M - $4M
|
138K
$36.2M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.6K- 27.01% |
$2.43M - $2.97M
|
31.2K
$8.19M
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9.1K- 17.34% |
$1.92M - $2.34M
|
43.4K
$11.4M
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-6.17K- 53.23% |
$1.3M - $1.59M
|
5.42K
$1.42M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.62K- 32.14% |
$1.18M - $1.45M
|
11.9K
$3.11M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.14K- 83.18% |
$1.08M - $1.32M
|
1.04K
$272K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.27K- 99.91% |
$688K - $841K
|
3
$787
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.15K- 29.61% |
$663K - $811K
|
7.49K
$1.96M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.07K- 41.32% |
$646K - $790K
|
4.36K
$1.14M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.52K- 2.22% |
$531K - $649K
|
111K
$29.1M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 2.62% |
$475K - $581K
|
83.8K
$22M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.99K- 1.98% |
$419K - $512K
|
98.4K
$25.8M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.88K- 56.08% |
$395K - $483K
|
1.47K
$385K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.87K- 6.05% |
$393K - $480K
|
29K
$7.6M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.73K- 50.01% |
$363K - $444K
|
1.72K
$452K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.46K- 14.68% |
$307K - $376K
|
8.49K
$2.23M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.46K- 22.85% |
$307K - $375K
|
4.93K
$1.29M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.24K- 13.0% |
$261K - $319K
|
8.31K
$2.18M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.06K- 4.06% |
$223K - $273K
|
25.1K
$6.57M
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-1.06K- 4.34% |
$222K - $271K
|
23.3K
$6.1M
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.01K- 22.24% |
$213K - $260K
|
3.53K
$927K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1K- 5.84% |
$211K - $258K
|
16.2K
$4.25M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-977- 95.69% |
$206K - $251K
|
44
$11.5K
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-919- 8.24% |
$193K - $236K
|
10.2K
$2.68M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-820- 2.97% |
$173K - $211K
|
26.8K
$7.03M
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-769- 24.91% |
$162K - $198K
|
2.32K
$608K
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-734- 12.82% |
$155K - $189K
|
4.99K
$1.31M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-718- 20.64% |
$151K - $185K
|
2.76K
$724K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-678- 2.02% |
$143K - $174K
|
32.9K
$8.61M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-634- 4.43% |
$133K - $163K
|
13.7K
$3.59M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-624- 6.29% |
$131K - $161K
|
9.3K
$2.44M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-596- 9.6% |
$125K - $153K
|
5.62K
$1.47M
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-583- 4.6% |
$123K - $150K
|
12.1K
$3.17M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-570- 0.88% |
$120K - $147K
|
64.2K
$16.8M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-529- 15.71% |
$111K - $136K
|
2.84K
$744K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-484- 3.38% |
$102K - $125K
|
13.8K
$3.62M
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-456- 5.65% |
$96K - $117K
|
7.61K
$2M
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-455- 2.07% |
$95.8K - $117K
|
21.5K
$5.64M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-416- 23.94% |
$87.6K - $107K
|
1.32K
$347K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-382- 5.29% |
$80.4K - $98.3K
|
6.84K
$1.79M
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-364- 30.41% |
$76.6K - $93.6K
|
833
$218K
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-360- 12.76% |
$75.8K - $92.6K
|
2.46K
$645K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-349- 10.39% |
$73.5K - $89.8K
|
3.01K
$790K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-338- 0.69% |
$71.1K - $86.9K
|
48.6K
$12.7M
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-332- 3.68% |
$69.9K - $85.4K
|
8.7K
$2.28M
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-332- 0.74% |
$69.9K - $85.4K
|
44.6K
$11.7M
|