Purchases and Sales Made in Q2 2024 in First Tr Exchange Traded Fd (EDOW)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (EDOW) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
68.3KNew |
$2.23M - $2.35M
|
68.3K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.4KNew |
$1.35M - $1.42M
|
41.4K
$1.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
37.3KNew |
$1.22M - $1.28M
|
37.3K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.4K+ 191.16% |
$731K - $768K
|
34K
$1.26M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.7K+ 17.64% |
$677K - $711K
|
138K
$5.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6K+ 71.39% |
$674K - $708K
|
49.5K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 1.18% |
$351K - $369K
|
922K
$34.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.88KNew |
$323K - $339K
|
9.88K
$365K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.71K+ 0.85% |
$252K - $265K
|
916K
$33.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.71K+ 0.85% |
$252K - $265K
|
916K
$33.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.9K+ 4.74% |
$226K - $237K
|
152K
$5.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.21K+ 1.84% |
$203K - $213K
|
343K
$12.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.91KNew |
$128K - $134K
|
3.91K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.41K+ 8.51% |
$111K - $117K
|
43.5K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.35K+ 31.4% |
$109K - $115K
|
14K
$518K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.35KNew |
$76.9K - $80.8K
|
2.35K
$87K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.3K+ 3.08% |
$75.3K - $79.1K
|
77.2K
$2.85M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.24K+ 12.34% |
$73.1K - $76.8K
|
20.4K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.08K+ 10.08% |
$67.9K - $71.3K
|
22.7K
$838K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.98KNew |
$64.6K - $67.9K
|
1.98K
$73.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.89K+ 3.83% |
$61.8K - $64.9K
|
51.2K
$1.9M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.2K+ 12.39% |
$39.1K - $41.1K
|
10.9K
$401K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
896+ 9.46% |
$29.3K - $30.8K
|
10.4K
$383K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
660New |
$21.6K - $22.7K
|
660
$24.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
652+ 1.23% |
$21.3K - $22.4K
|
53.6K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
408+ 2.39% |
$13.3K - $14K
|
17.5K
$647K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
206+ 0.75% |
$6.74K - $7.07K
|
27.7K
$1.02M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$6.54K - $6.87K
|
200
$7.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
167New |
$5.46K - $5.73K
|
167
$6.18K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46+ 0.54% |
$1.5K - $1.58K
|
8.64K
$320K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
29+ 0.45% |
$948 - $996
|
6.44K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 0.29% |
$719 - $755
|
7.62K
$282K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.35% |
$229 - $240
|
2.01K
$74.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.15% |
$32.7 - $34.3
|
88
$3.25K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-78- 0.66% |
$2.55K - $2.68K
|
11.7K
$433K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-100- 0.88% |
$3.27K - $3.43K
|
11.3K
$417K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-174- 2.25% |
$5.69K - $5.98K
|
7.57K
$280K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-298- 4.0% |
$9.74K - $10.2K
|
7.16K
$265K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-381- 4.34% |
$12.5K - $13.1K
|
8.4K
$311K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-445- 0.82% |
$14.6K - $15.3K
|
54K
$2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-450- 56.96% |
$14.7K - $15.5K
|
340
$12.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-509- 0.93% |
$16.6K - $17.5K
|
54.4K
$2.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-970- 10.82% |
$31.7K - $33.3K
|
8K
$296K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.03K- 2.04% |
$33.7K - $35.4K
|
49.4K
$1.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.16K- 13.23% |
$37.8K - $39.7K
|
7.58K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.25K- 2.2% |
$40.8K - $42.9K
|
55.6K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.87K- 19.16% |
$61.1K - $64.2K
|
7.89K
$292K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-1.99K- 20.38% |
$65K - $68.3K
|
7.77K
$287K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.5K- 18.45% |
$81.7K - $85.8K
|
11K
$408K
|