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 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1KNew |
$179K - $206K
|
1K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1KNew |
$179K - $206K
|
1K
$252K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
984New |
$176K - $203K
|
984
$248K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
977+ 67.71% |
$175K - $202K
|
2.42K
$610K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
964+ 10.63% |
$173K - $199K
|
10K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
937+ 43.99% |
$168K - $193K
|
3.07K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
905+ 63.11% |
$162K - $187K
|
2.34K
$590K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
875+ 22.37% |
$157K - $181K
|
4.79K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
864+ 0.6% |
$155K - $178K
|
145K
$36.6M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
857+ 11.26% |
$153K - $177K
|
8.47K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
844+ 45.18% |
$151K - $174K
|
2.71K
$684K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
839+ 2.92% |
$150K - $173K
|
29.6K
$7.45M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
807+ 19.54% |
$144K - $166K
|
4.94K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
776+ 233.03% |
$139K - $160K
|
1.11K
$280K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
765+ 6.02% |
$137K - $158K
|
13.5K
$3.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
742+ 24.57% |
$133K - $153K
|
3.76K
$949K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
742+ 31.83% |
$133K - $153K
|
3.07K
$775K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
735+ 3.15% |
$132K - $152K
|
24.1K
$6.07M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
726+ 26.77% |
$130K - $150K
|
3.44K
$867K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
656+ 4.99% |
$117K - $135K
|
13.8K
$3.48M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
617+ 2.38% |
$110K - $127K
|
26.6K
$6.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
595+ 4.4% |
$107K - $123K
|
14.1K
$3.56M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
592+ 10.7% |
$106K - $122K
|
6.13K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
588+ 21.56% |
$105K - $121K
|
3.32K
$836K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
543New |
$97.2K - $112K
|
543
$137K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
530+ 12.83% |
$94.9K - $109K
|
4.66K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
459+ 3.19% |
$82.2K - $94.7K
|
14.9K
$3.74M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
458New |
$82K - $94.5K
|
458
$115K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
456+ 28.84% |
$81.6K - $94.1K
|
2.04K
$514K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
441+ 8.16% |
$79K - $91K
|
5.85K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
418+ 1.35% |
$74.8K - $86.2K
|
31.4K
$7.92M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
417+ 226.63% |
$74.7K - $86K
|
601
$152K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
405+ 7.32% |
$72.5K - $83.5K
|
5.94K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
401+ 1.82% |
$71.8K - $82.7K
|
22.4K
$5.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
384+ 14.29% |
$68.8K - $79.2K
|
3.07K
$775K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
371+ 3.06% |
$66.4K - $76.5K
|
12.5K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
350+ 0.48% |
$62.7K - $72.2K
|
72.7K
$18.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
338+ 3.9% |
$60.5K - $69.7K
|
9K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
336+ 1.72% |
$60.2K - $69.3K
|
19.8K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
323+ 1.66% |
$57.8K - $66.6K
|
19.8K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
297New |
$53.2K - $61.3K
|
297
$74.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
275+ 23.23% |
$49.2K - $56.7K
|
1.46K
$368K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
266+ 0.81% |
$47.6K - $54.9K
|
33.2K
$8.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
257+ 5.72% |
$46K - $53K
|
4.75K
$1.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
257+ 70.41% |
$46K - $53K
|
622
$157K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
216+ 6.62% |
$38.7K - $44.6K
|
3.48K
$878K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
209+ 0.65% |
$37.4K - $43.1K
|
32.4K
$8.16M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
190New |
$34K - $39.2K
|
190
$47.9K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
185New |
$33.1K - $38.2K
|
185
$46.7K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
183+ 0.83% |
$32.8K - $37.8K
|
22.2K
$5.6M
|