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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-8.09K- 64.74% |
$1.62M - $2.18M
|
4.4K
$1.18M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.48K- 16.27% |
$1.3M - $1.75M
|
33.4K
$8.98M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.66K- 42.82% |
$733K - $985K
|
4.88K
$1.31M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.46K- 66.57% |
$692K - $931K
|
1.74K
$467K
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.26K- 18.43% |
$453K - $609K
|
10K
$2.69M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.47K- 1.52% |
$293K - $395K
|
95K
$25.6M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-883- 20.16% |
$177K - $238K
|
3.5K
$941K
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-607- 6.44% |
$122K - $163K
|
8.82K
$2.37M
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-592- 9.69% |
$119K - $159K
|
5.52K
$1.48M
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-561- 15.47% |
$112K - $151K
|
3.07K
$825K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-551- 6.52% |
$110K - $148K
|
7.89K
$2.12M
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-548- 2.27% |
$110K - $148K
|
23.6K
$6.34M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-508- 0.34% |
$102K - $137K
|
149K
$40.1M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-398- 10.86% |
$79.7K - $107K
|
3.27K
$879K
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-359- 7.87% |
$71.9K - $96.7K
|
4.2K
$1.13M
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-297- 0.92% |
$59.5K - $80K
|
32K
$8.61M
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-277- 4.77% |
$55.5K - $74.6K
|
5.53K
$1.49M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-259- 4.55% |
$51.9K - $69.8K
|
5.43K
$1.46M
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-259- 17.69% |
$51.9K - $69.8K
|
1.21K
$324K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-250- 16.28% |
$50.1K - $67.3K
|
1.29K
$346K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-250- 15.63% |
$50.1K - $67.3K
|
1.35K
$363K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-238- 10.08% |
$47.7K - $64.1K
|
2.12K
$571K
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-205- 18.35% |
$41.1K - $55.2K
|
912
$245K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-179- 2.45% |
$35.9K - $48.2K
|
7.12K
$1.92M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-165- 0.35% |
$33K - $44.4K
|
47.4K
$12.7M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-156- 4.41% |
$31.2K - $42K
|
3.38K
$910K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-149- 15.11% |
$29.8K - $40.1K
|
837
$225K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-145- 3.41% |
$29K - $39.1K
|
4.11K
$1.1M
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-130- 0.34% |
$26K - $35K
|
38.6K
$10.4M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-120- 34.09% |
$24K - $32.3K
|
232
$62.4K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-117- 6.84% |
$23.4K - $31.5K
|
1.59K
$429K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 70.55% |
$23K - $31K
|
48
$12.9K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 2.53% |
$21.6K - $29.1K
|
4.16K
$1.12M
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.38% |
$20K - $26.9K
|
26.6K
$7.14M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 3.74% |
$20K - $26.9K
|
2.58K
$693K
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-97- 6.48% |
$19.4K - $26.1K
|
1.4K
$376K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-96- 9.21% |
$19.2K - $25.9K
|
946
$255K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-90- 8.65% |
$18K - $24.2K
|
950
$256K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-55- 1.05% |
$11K - $14.8K
|
5.17K
$1.39M
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-41- 1.26% |
$8.21K - $11K
|
3.22K
$867K
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-25- 2.34% |
$5.01K - $6.73K
|
1.04K
$281K
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-25- 1.08% |
$5.01K - $6.73K
|
2.29K
$616K
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-23- 0.95% |
$4.61K - $6.19K
|
2.4K
$646K
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-16- 0.85% |
$3.2K - $4.31K
|
1.87K
$502K
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-11- 0.59% |
$2.2K - $2.96K
|
1.85K
$497K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9- 0.54% |
$1.8K - $2.42K
|
1.67K
$450K
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-7- 0.41% |
$1.4K - $1.89K
|
1.72K
$462K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.47% |
$1K - $1.35K
|
1.07K
$287K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.24% |
$601 - $808
|
1.27K
$341K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.07% |
$401 - $539
|
2.98K
$803K
|