Latest Institutional Transactions on First Tr ETF Ii Dow Jones (FDNI)
This table provides information on the latest institutional transactions involving First Tr ETF Ii Dow Jones (FDNI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.39KNew |
$36.5K - $47.1K
|
1.39K
$46.4K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.66K+ 1.88% |
$121K - $156K
|
252K
$8.41M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-55- 0.64% |
$1.43K - $1.84K
|
8.5K
$283K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.49K- 45.94% |
$64.6K - $83.4K
|
2.93K
$97.6K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25KNew |
$648K - $837K
|
25K
$832K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
8.67K+ 14.12% |
$225K - $291K
|
70.1K
$2.34M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.3KNew |
$449K - $580K
|
17.3K
$577K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.7K- 63.85% |
$460K - $594K
|
10K
$335K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
22.2KNew |
$576K - $744K
|
22.2K
$740K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.48K- 99.84% |
$64.3K - $83.1K
|
4
$133
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-24.5K- 12.07% |
$635K - $821K
|
178K
$5.95M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$25.9 - $33.5
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 19.5% |
$1.01K - $1.31K
|
239
$7.97K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.8K+ 46.26% |
$1.14M - $1.47M
|
139K
$4.62M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
11.4KNew |
$297K - $383K
|
11.4K
$381K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.71KNew |
$200K - $259K
|
7.71K
$257K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.29K- 1.94% |
$33.5K - $43.3K
|
65.5K
$2.18M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$289K - $374K
|
11.2K
$372K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.1K- 46.62% |
$184K - $238K
|
8.13K
$271K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.88K- 28.23% |
$74.8K - $96.6K
|
7.33K
$244K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$571 - $737
|
22
$733
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
294+ 0.52% |
$7.61K - $9.19K
|
56.4K
$1.88M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
49.8K+ 97.09% |
$1.29M - $1.56M
|
101K
$3.37M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
87New |
$2.25K - $2.72K
|
87
$2.9K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
450+ 4.87% |
$11.7K - $14.1K
|
9.69K
$323K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$25.9 - $31.3
|
1
$33.3
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98New |
$2.54K - $3.06K
|
98
$3.27K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.5KNew |
$298K - $360K
|
11.5K
$384K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$492K - $662K
|
22.2K
$738K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.5KNew |
$321K - $433K
|
14.5K
$483K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.38K- 3.68% |
$30.5K - $41.1K
|
36K
$1.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
94+ 0.05% |
$2.09K - $2.81K
|
201K
$6.69M
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 5.52% |
$175 - $204
|
137
$4.57K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.5K- 71.8% |
$493K - $547K
|
9.25K
$308K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.32K- 20.04% |
$48.7K - $53.9K
|
9.27K
$309K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
29New |
$608 - $673
|
29
$967
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-19.4K- 91.3% |
$377K - $446K
|
1.85K
$61.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
200New |
$3.88K - $4.59K
|
200
$6.67K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
294+ 2.9% |
$5.7K - $6.74K
|
10.4K
$348K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-10.6K- 85.63% |
$215K - $270K
|
1.79K
$59.5K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.1KNew |
$533K - $610K
|
25.1K
$838K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
430+ 2.11% |
$9.12K - $10.4K
|
20.8K
$693K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.58KNew |
$184K - $228K
|
8.58K
$286K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
91New |
$1.96K - $2.42K
|
91
$3.03K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23KNew |
$494K - $610K
|
23K
$766K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
250New |
$4.07K - $5.8K
|
250
$8.33K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54.7K- 84.32% |
$889K - $1.27M
|
10.2K
$339K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
467New |
$7.59K - $10.8K
|
467
$15.6K
|