Purchases and Sales Made in Q1 2024 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR FD DOW JONES.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
872KNew |
$156M - $180M
|
872K
$220M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
165K+ 11.42% |
$29.5M - $34M
|
1.61M
$406M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
98.6K+ 40.46% |
$17.7M - $20.3M
|
342K
$86.3M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81K+ 309.57% |
$14.5M - $16.7M
|
107K
$27M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.7K+ 5.01% |
$13.7M - $15.8M
|
1.61M
$406M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.7K+ 5.01% |
$13.7M - $15.8M
|
1.61M
$406M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
74.4K+ 1.97% |
$13.3M - $15.3M
|
3.85M
$972M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.8K+ 10.38% |
$12.9M - $14.8M
|
764K
$193M
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
66.6K+ 1617.31% |
$11.9M - $13.7M
|
70.8K
$17.8M
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
56.2K+ 111.48% |
$10.1M - $11.6M
|
107K
$26.9M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
46.6K+ 10.44% |
$8.34M - $9.61M
|
493K
$124M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.6K+ 198.16% |
$7.8M - $8.99M
|
65.6K
$16.5M
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
39KNew |
$6.98M - $8.05M
|
39K
$9.84M
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
36KNew |
$6.45M - $7.43M
|
36K
$9.09M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.9KNew |
$6.43M - $7.41M
|
35.9K
$9.06M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
33.6K+ 1378.84% |
$6.02M - $6.94M
|
36.1K
$9.1M
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
31.6K+ 65.88% |
$5.66M - $6.53M
|
79.7K
$20.1M
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
31KNew |
$5.56M - $6.4M
|
31K
$7.83M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
28.7KNew |
$5.14M - $5.92M
|
28.7K
$7.24M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.4K+ 269.4% |
$4.9M - $5.65M
|
37.5K
$9.47M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25.5KNew |
$4.57M - $5.27M
|
25.5K
$6.44M
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
25.1KNew |
$4.5M - $5.18M
|
25.1K
$6.34M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
23.9K+ 31.3% |
$4.28M - $4.93M
|
100K
$25.3M
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
21.7KNew |
$3.88M - $4.47M
|
21.7K
$5.47M
|
|
Apr 17, 2024
Q1 2024
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
20.4KNew |
$3.65M - $4.21M
|
20.4K
$5.14M
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17KNew |
$3.05M - $3.52M
|
17K
$4.3M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.9K+ 10.84% |
$2.84M - $3.27M
|
162K
$40.9M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6K+ 43.72% |
$2.79M - $3.21M
|
51.2K
$12.9M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.8K+ 16.66% |
$2.65M - $3.05M
|
104K
$26.1M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
14KNew |
$2.5M - $2.88M
|
14K
$3.52M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.4KNew |
$2.39M - $2.75M
|
13.4K
$3.37M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
13.3K+ 270.86% |
$2.39M - $2.75M
|
18.3K
$4.61M
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
13KNew |
$2.34M - $2.69M
|
13K
$3.29M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.5K+ 205.04% |
$2.24M - $2.58M
|
18.6K
$4.68M
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
12.5KNew |
$2.23M - $2.57M
|
12.5K
$3.14M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 2.18% |
$1.89M - $2.18M
|
494K
$125M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.4K+ 38.64% |
$1.87M - $2.15M
|
37.5K
$9.45M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 26.75% |
$1.85M - $2.13M
|
48.9K
$12.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.1K+ 30.41% |
$1.82M - $2.09M
|
43.5K
$11M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.1KNew |
$1.81M - $2.08M
|
10.1K
$2.55M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.21KNew |
$1.65M - $1.9M
|
9.21K
$2.32M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.74K+ 159.3% |
$1.56M - $1.8M
|
14.2K
$3.59M
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.7KNew |
$1.56M - $1.79M
|
8.7K
$2.19M
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
8.26KNew |
$1.48M - $1.7M
|
8.26K
$2.08M
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.05KNew |
$1.44M - $1.66M
|
8.05K
$2.03M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.98KNew |
$1.43M - $1.65M
|
7.98K
$2.01M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.58K+ 8.8% |
$1.36M - $1.56M
|
93.6K
$23.6M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
7.17K+ 33.0% |
$1.28M - $1.48M
|
28.9K
$7.29M
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7.01KNew |
$1.25M - $1.45M
|
7.01K
$1.77M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.82K+ 9.81% |
$1.04M - $1.2M
|
65.2K
$16.4M
|