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 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
183+ 0.83% |
$32.8K - $37.8K
|
22.2K
$5.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
180New |
$32.2K - $37.1K
|
180
$43.8K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
154New |
$27.6K - $31.8K
|
154
$37.4K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
149+ 8.19% |
$26.7K - $30.7K
|
1.97K
$479K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
142New |
$25.4K - $29.3K
|
142
$34.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
141+ 10.41% |
$25.2K - $29.1K
|
1.5K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
139+ 4.75% |
$24.9K - $28.7K
|
3.07K
$745K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
134+ 8.65% |
$24K - $27.6K
|
1.68K
$409K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
131+ 1.09% |
$23.5K - $27K
|
12.1K
$2.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
117+ 1.73% |
$20.9K - $24.1K
|
6.87K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
116+ 3.89% |
$20.8K - $23.9K
|
3.1K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
115+ 8.57% |
$20.6K - $23.7K
|
1.46K
$354K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
108+ 2.37% |
$19.3K - $22.3K
|
4.66K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
107+ 1.58% |
$19.2K - $22.1K
|
6.88K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
101+ 1.97% |
$18.1K - $20.8K
|
5.24K
$1.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 2.92% |
$17.9K - $20.6K
|
3.53K
$857K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
100+ 6.25% |
$17.9K - $20.6K
|
1.7K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$24.3K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$24.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$17.9K - $20.6K
|
100
$24.3K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
100+ 0.86% |
$17.9K - $20.6K
|
11.8K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
95+ 3.75% |
$17K - $19.6K
|
2.63K
$638K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
74New |
$13.2K - $15.3K
|
74
$18K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
71New |
$12.7K - $14.6K
|
71
$17.3K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
68New |
$12.2K - $14K
|
68
$16.5K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
66+ 0.05% |
$11.8K - $13.6K
|
120K
$29.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
56+ 4.2% |
$10K - $11.6K
|
1.39K
$338K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
54New |
$9.67K - $11.1K
|
54
$13.1K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
51+ 1.48% |
$9.13K - $10.5K
|
3.49K
$847K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50+ 23.36% |
$8.95K - $10.3K
|
264
$64.2K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
46+ 2.44% |
$8.24K - $9.49K
|
1.93K
$470K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45+ 34.88% |
$8.06K - $9.28K
|
174
$42.3K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
37New |
$6.62K - $7.63K
|
37
$8.99K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
36+ 1.97% |
$6.45K - $7.43K
|
1.86K
$452K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
35New |
$6.27K - $7.22K
|
35
$8.51K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
33New |
$5.91K - $6.81K
|
33
$8.02K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
31+ 1.44% |
$5.55K - $6.39K
|
2.19K
$531K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
26New |
$4.66K - $5.36K
|
26
$6.32K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
21+ 1.31% |
$3.76K - $4.33K
|
1.63K
$395K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
21New |
$3.76K - $4.33K
|
21
$5.1K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
20+ 5.12% |
$3.58K - $4.13K
|
411
$99.9K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$3.4K - $3.92K
|
19
$4.62K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
17+ 0.31% |
$3.04K - $3.51K
|
5.58K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
17+ 0.12% |
$3.04K - $3.51K
|
14.3K
$3.49M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15New |
$2.69K - $3.09K
|
15
$3.65K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10+ 0.51% |
$1.79K - $2.06K
|
1.95K
$475K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 0.62% |
$1.43K - $1.65K
|
1.3K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7+ 0.29% |
$1.25K - $1.44K
|
2.38K
$579K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
5+ 0.07% |
$895 - $1.03K
|
7.3K
$1.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5+ 0.12% |
$895 - $1.03K
|
4.16K
$1.01M
|