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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.82K+ 9.81% |
$1.04M - $1.2M
|
65.2K
$15.8M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.79K+ 40.28% |
$1.04M - $1.19M
|
20.2K
$4.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.02K+ 6.53% |
$899K - $1.04M
|
81.9K
$19.9M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.99K+ 59.67% |
$894K - $1.03M
|
13.4K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.7KNew |
$842K - $970K
|
4.7K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.64K+ 170.82% |
$830K - $956K
|
7.35K
$1.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.61K+ 10.67% |
$826K - $952K
|
47.8K
$11.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.5K+ 58.43% |
$806K - $929K
|
12.2K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.37K+ 3.52% |
$782K - $901K
|
128K
$31.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.34KNew |
$776K - $894K
|
4.34K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.17K+ 5.47% |
$747K - $861K
|
80.5K
$19.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.89K+ 8.66% |
$696K - $802K
|
48.8K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.84KNew |
$688K - $792K
|
3.84K
$934K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$626K - $721K
|
3.5K
$850K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.29K+ 29.04% |
$589K - $679K
|
14.6K
$3.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.97KNew |
$532K - $613K
|
2.97K
$722K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.82K+ 154.1% |
$505K - $582K
|
4.65K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.68K+ 32.1% |
$480K - $553K
|
11K
$2.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.51K+ 15.96% |
$450K - $519K
|
18.3K
$4.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.51K+ 68.35% |
$450K - $518K
|
6.19K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.44KNew |
$436K - $503K
|
2.44K
$593K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.29K+ 82.15% |
$410K - $473K
|
5.08K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.26K+ 20.22% |
$405K - $466K
|
13.4K
$3.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.24K+ 31.62% |
$401K - $463K
|
9.33K
$2.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.23K+ 86.66% |
$399K - $460K
|
4.8K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.17KNew |
$388K - $447K
|
2.17K
$526K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.13KNew |
$381K - $439K
|
2.13K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.99KNew |
$357K - $411K
|
1.99K
$485K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.98KNew |
$355K - $409K
|
1.98K
$482K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.93K+ 2.28% |
$346K - $399K
|
86.7K
$21.1M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.8K+ 34.82% |
$323K - $372K
|
6.98K
$1.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 67.2% |
$313K - $361K
|
4.35K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.69K+ 21.96% |
$302K - $348K
|
9.37K
$2.28M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.6K+ 8.04% |
$287K - $331K
|
21.5K
$5.23M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.55K+ 45.51% |
$278K - $321K
|
4.97K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$269K - $309K
|
1.5K
$365K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.5K+ 2.82% |
$268K - $308K
|
54.6K
$13.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.49KNew |
$267K - $307K
|
1.49K
$362K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.35KNew |
$241K - $278K
|
1.35K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.33K+ 13.17% |
$238K - $275K
|
11.4K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.27KNew |
$226K - $261K
|
1.27K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 11.94% |
$225K - $259K
|
11.8K
$2.86M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.19KNew |
$212K - $244K
|
1.19K
$288K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.17KNew |
$210K - $242K
|
1.17K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.16KNew |
$208K - $240K
|
1.16K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.07KNew |
$192K - $221K
|
1.07K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.07K+ 4.32% |
$191K - $220K
|
25.8K
$6.27M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 17.01% |
$189K - $218K
|
7.27K
$1.77M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.06KNew |
$189K - $218K
|
1.06K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 80.9% |
$186K - $214K
|
2.32K
$564K
|