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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-75- 0.63% |
$17.6K - $18.9K
|
11.8K
$2.96M
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-73- 14.96% |
$17.2K - $18.4K
|
415
$105K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
PUT |
-18KClosed |
$3.78M - $4.44M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15.2KClosed |
$3.18M - $3.74M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-13.6KClosed |
$2.85M - $3.35M
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-6.32KClosed |
$1.33M - $1.56M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.47KClosed |
$938K - $1.1M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.25KClosed |
$682K - $801K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-3.22KClosed |
$677K - $795K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2.62KClosed |
$550K - $646K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Tl Private Wealth
|
SELL
|
- |
-2.58KClosed |
$542K - $636K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.88KClosed |
$395K - $463K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.7KClosed |
$356K - $418K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.6KClosed |
$336K - $395K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.27KClosed |
$267K - $313K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.07KClosed |
$224K - $263K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.01KClosed |
$212K - $248K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-380Closed |
$79.8K - $93.7K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-250Closed |
$52.5K - $61.7K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-186Closed |
$39.1K - $45.9K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-75Closed |
$15.8K - $18.5K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-60Closed |
$12.6K - $14.8K
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60Closed |
$12.6K - $14.8K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-35Closed |
$7.35K - $8.63K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-30Closed |
$6.3K - $7.4K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-17Closed |
$3.57K - $4.19K
|
0
$0
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-15Closed |
$3.15K - $3.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12Closed |
$2.52K - $2.96K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 12, 2021
Q1 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-65.5KClosed |
$13.5M - $15.9M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-65.3KClosed |
$13.5M - $15.9M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
PUT |
-44.8KClosed |
$9.25M - $10.9M
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-16KClosed |
$3.31M - $3.9M
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.23KClosed |
$1.29M - $1.51M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.71KClosed |
$559K - $659K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.49KClosed |
$513K - $604K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cpmg Inc
Dallas, TX |
SELL
|
- |
-2.2KClosed |
$454K - $535K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.34KClosed |
$276K - $325K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.3KClosed |
$268K - $315K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
SELL
|
- |
-1.27KClosed |
$261K - $308K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-1.05KClosed |
$216K - $254K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-975Closed |
$201K - $237K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-305Closed |
$63K - $74.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-281Closed |
$58K - $68.3K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-215- 10.0% |
$44.4K - $52.3K
|
1.94K
$488K
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-197Closed |
$40.7K - $47.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-120Closed |
$24.8K - $29.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-66Closed |
$13.6K - $16K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-65Closed |
$13.4K - $15.8K
|
0
$0
|