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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.88K- 52.18% |
$346K - $400K
|
1.72K
$435K
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.68K- 10.66% |
$308K - $356K
|
14K
$3.54M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 8.31% |
$303K - $350K
|
18.2K
$4.58M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.56K- 29.59% |
$287K - $332K
|
3.72K
$937K
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.53K- 17.96% |
$281K - $325K
|
6.99K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 1.71% |
$274K - $317K
|
86.1K
$21.7M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.47K- 2.73% |
$270K - $313K
|
52.5K
$13.2M
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.4K- 49.59% |
$257K - $297K
|
1.42K
$358K
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.4K- 4.8% |
$256K - $296K
|
27.6K
$6.97M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.28K- 68.91% |
$235K - $272K
|
578
$146K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.23K- 91.08% |
$225K - $261K
|
120
$30.3K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.19K- 46.86% |
$218K - $252K
|
1.35K
$339K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.11K- 30.71% |
$205K - $237K
|
2.51K
$634K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.03K- 3.01% |
$189K - $219K
|
33.2K
$8.38M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.02K- 5.18% |
$188K - $217K
|
18.7K
$4.71M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.01K- 8.27% |
$185K - $214K
|
11.2K
$2.81M
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-999- 18.02% |
$183K - $212K
|
4.55K
$1.15M
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-973- 21.45% |
$179K - $207K
|
3.56K
$899K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-968- 26.19% |
$178K - $206K
|
2.73K
$688K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-965- 11.52% |
$177K - $205K
|
7.42K
$1.87M
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-924- 38.86% |
$170K - $196K
|
1.45K
$367K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-889- 2.27% |
$163K - $189K
|
38.2K
$9.63M
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-836- 14.8% |
$154K - $178K
|
4.81K
$1.21M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-818- 10.23% |
$150K - $174K
|
7.18K
$1.81M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-815- 5.39% |
$150K - $173K
|
14.3K
$3.61M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-750- 10.51% |
$138K - $159K
|
6.39K
$1.61M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-739- 9.11% |
$136K - $157K
|
7.37K
$1.86M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-710- 39.25% |
$130K - $151K
|
1.1K
$277K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-692- 13.72% |
$127K - $147K
|
4.35K
$1.1M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-691- 3.8% |
$127K - $147K
|
17.5K
$4.41M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-683- 1.38% |
$125K - $145K
|
48.9K
$12.3M
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-668- 20.45% |
$123K - $142K
|
2.6K
$655K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-667- 18.77% |
$123K - $142K
|
2.89K
$728K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-628- 10.18% |
$115K - $133K
|
5.54K
$1.4M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-587- 5.01% |
$108K - $125K
|
11.1K
$2.81M
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-500- 2.33% |
$91.8K - $106K
|
21K
$5.29M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-499- 22.88% |
$91.7K - $106K
|
1.68K
$424K
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-493- 4.19% |
$90.6K - $105K
|
11.3K
$2.84M
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-485- 22.79% |
$89.1K - $103K
|
1.64K
$414K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-483- 11.01% |
$88.7K - $103K
|
3.9K
$984K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-455- 2.58% |
$83.6K - $96.7K
|
17.2K
$4.34M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-430- 10.72% |
$79K - $91.4K
|
3.58K
$903K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-415- 1.36% |
$76.2K - $88.2K
|
30K
$7.56M
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-393- 21.12% |
$72.2K - $83.5K
|
1.47K
$370K
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-381- 12.47% |
$70K - $81K
|
2.68K
$675K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-351- 21.09% |
$64.5K - $74.6K
|
1.31K
$331K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-334- 5.31% |
$61.3K - $71K
|
5.96K
$1.5M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-325- 2.42% |
$59.7K - $69.1K
|
13.1K
$3.31M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-319- 4.0% |
$58.6K - $67.8K
|
7.65K
$1.93M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-313- 3.89% |
$57.5K - $66.5K
|
7.74K
$1.95M
|