Purchases and Sales Made in Q4 2023 in First Tr Exchange Traded Fd (EDOW)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (EDOW) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
495KNew |
$13.9M - $16.2M
|
495K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
216KNew |
$6.07M - $7.08M
|
216K
$7.99M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
99.4K+ 17.6% |
$2.79M - $3.25M
|
664K
$24.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
82.7K+ 53.14% |
$2.32M - $2.71M
|
238K
$8.81M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
76.7KNew |
$2.15M - $2.51M
|
76.7K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.1K+ 364.24% |
$1.94M - $2.26M
|
88.1K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.4K+ 614.46% |
$1.67M - $1.95M
|
69.1K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 83.77% |
$401K - $468K
|
31.3K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6K+ 54.04% |
$382K - $446K
|
38.8K
$1.44M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.64K+ 1.05% |
$271K - $316K
|
926K
$34.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.45KNew |
$265K - $310K
|
9.45K
$350K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.33KNew |
$234K - $273K
|
8.33K
$308K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.47KNew |
$182K - $212K
|
6.47K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.35KNew |
$178K - $208K
|
6.35K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.87K+ 57.96% |
$165K - $192K
|
16K
$591K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.72K+ 1.79% |
$161K - $187K
|
325K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2.62K+ 36.75% |
$73.5K - $85.8K
|
9.74K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.63K+ 6.38% |
$45.7K - $53.3K
|
27.1K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.4K+ 19.02% |
$39.2K - $45.7K
|
8.73K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.39K+ 2.92% |
$38.9K - $45.4K
|
48.7K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.18K+ 74.23% |
$33K - $38.5K
|
2.76K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
824New |
$23.1K - $27K
|
824
$30.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
790New |
$22.2K - $25.9K
|
790
$29.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
727+ 98.38% |
$20.4K - $23.8K
|
1.47K
$54.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
545+ 0.41% |
$15.3K - $17.9K
|
132K
$4.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
359New |
$10.1K - $11.8K
|
359
$13.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
268+ 0.46% |
$7.53K - $8.78K
|
58.2K
$2.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
123+ 1.13% |
$3.45K - $4.03K
|
11K
$408K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28+ 0.37% |
$786 - $917
|
7.58K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 5.13% |
$112 - $131
|
82
$3.03K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
2+ 0.02% |
$56.2 - $65.5
|
8.74K
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-47- 0.4% |
$1.32K - $1.54K
|
11.8K
$436K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-128- 1.63% |
$3.59K - $4.19K
|
7.72K
$286K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200Closed |
$5.62K - $6.55K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-297- 76.15% |
$8.34K - $9.73K
|
93
$3.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-350- 20.07% |
$9.83K - $11.5K
|
1.39K
$51.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-408- 2.9% |
$11.5K - $13.4K
|
13.7K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-477- 2.67% |
$13.4K - $15.6K
|
17.4K
$644K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-478- 6.02% |
$13.4K - $15.7K
|
7.46K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-517- 20.6% |
$14.5K - $16.9K
|
1.99K
$73.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-880- 4.51% |
$24.7K - $28.8K
|
18.6K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.26K- 2.32% |
$35.3K - $41.1K
|
53K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.27K- 14.4% |
$35.7K - $41.6K
|
7.55K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.9K- 4.19% |
$81.3K - $94.9K
|
66.3K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.03K- 21.85% |
$85.2K - $99.4K
|
10.9K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.59K- 26.9% |
$101K - $117K
|
9.74K
$360K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-3.62K- 1.51% |
$102K - $119K
|
237K
$8.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.72K- 26.77% |
$104K - $122K
|
10.2K
$376K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-4.24K- 3.17% |
$119K - $139K
|
129K
$4.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.85K- 6.64% |
$136K - $159K
|
68.1K
$2.52M
|