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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-64Closed |
$13.2K - $15.6K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-61Closed |
$12.6K - $14.8K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-43Closed |
$8.88K - $10.5K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-24Closed |
$4.96K - $5.84K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16Closed |
$3.3K - $3.89K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-15Closed |
$3.1K - $3.65K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5Closed |
$1.03K - $1.22K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Friedenthal Financial
|
SELL
|
- |
-25.6KClosed |
$4.78M - $5.64M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-5.62KClosed |
$1.05M - $1.24M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.67KClosed |
$870K - $1.03M
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.67KClosed |
$498K - $587K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.01KClosed |
$374K - $442K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.81KClosed |
$338K - $398K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.76KClosed |
$328K - $387K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.34KClosed |
$249K - $294K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-63Closed |
$11.7K - $13.8K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-62Closed |
$11.6K - $13.6K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-62Closed |
$11.6K - $13.6K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-40Closed |
$7.45K - $8.79K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-34Closed |
$6.34K - $7.47K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 26, 2020
Q3 2020
|
Savior LLC
|
SELL
|
- |
-30.6KClosed |
$5.33M - $6.31M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.6KClosed |
$628K - $743K
|
0
$0
|
|
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.69KClosed |
$470K - $556K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.58KClosed |
$451K - $534K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.09KClosed |
$365K - $432K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-885Closed |
$154K - $183K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-633Closed |
$110K - $131K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-255Closed |
$44.5K - $52.7K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-128Closed |
$22.3K - $26.4K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-28Closed |
$4.89K - $5.78K
|
0
$0
|
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2Closed |
$349 - $413
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 20, 2020
Q2 2020
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-256KClosed |
$30.2M - $44.3M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-38.9KClosed |
$4.59M - $6.72M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-10.4KClosed |
$1.22M - $1.79M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.84KClosed |
$807K - $1.18M
|
0
$0
|
|
|
Oct 18, 2023
Q2 2020
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-4.74KClosed |
$559K - $819K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.23KClosed |
$263K - $385K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-500Closed |
$59K - $86.3K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-53Closed |
$6.25K - $9.15K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-45Closed |
$5.31K - $7.77K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$2.12K - $3.11K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-100KClosed |
$10.8M - $15.5M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-16.5KClosed |
$1.77M - $2.55M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-10.3KClosed |
$1.11M - $1.6M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-9.54KClosed |
$1.02M - $1.47M
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.91KClosed |
$205K - $295K
|
0
$0
|
|