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 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 42.86% |
$537 - $619
|
10
$2.43K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 1.29% |
$358 - $413
|
157
$38.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2- 0.04% |
$358 - $413
|
5.42K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2- 0.03% |
$358 - $413
|
7.69K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3- 0.11% |
$537 - $619
|
2.8K
$681K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-6- 0.05% |
$1.07K - $1.24K
|
11.4K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7- 0.21% |
$1.25K - $1.44K
|
3.38K
$822K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-7- 0.12% |
$1.25K - $1.44K
|
5.9K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 8.08% |
$1.43K - $1.65K
|
91
$22.1K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11- 0.11% |
$1.97K - $2.27K
|
10.1K
$2.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-15- 0.88% |
$2.69K - $3.09K
|
1.68K
$409K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-16- 2.03% |
$2.86K - $3.3K
|
774
$188K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-18- 0.24% |
$3.22K - $3.71K
|
7.42K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-23- 1.09% |
$4.12K - $4.74K
|
2.08K
$506K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-23- 2.05% |
$4.12K - $4.74K
|
1.1K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25- 33.33% |
$4.48K - $5.16K
|
50
$12.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 16.67% |
$4.48K - $5.16K
|
125
$30.4K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-26- 12.94% |
$4.66K - $5.36K
|
175
$42.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-29- 0.97% |
$5.19K - $5.98K
|
2.96K
$720K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-31- 0.53% |
$5.55K - $6.39K
|
5.77K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-33- 1.07% |
$5.91K - $6.81K
|
3.06K
$744K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-34- 3.11% |
$6.09K - $7.01K
|
1.06K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-38- 48.72% |
$6.8K - $7.84K
|
40
$9.72K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-42- 1.3% |
$7.52K - $8.66K
|
3.18K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-43- 0.43% |
$7.7K - $8.87K
|
9.93K
$2.41M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-43- 1.5% |
$7.7K - $8.87K
|
2.82K
$686K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44- 68.75% |
$7.88K - $9.08K
|
20
$4.86K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-45- 0.56% |
$8.06K - $9.28K
|
8.03K
$1.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-45- 0.58% |
$8.06K - $9.28K
|
7.73K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-47- 0.41% |
$8.41K - $9.7K
|
11.4K
$2.77M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-48- 57.14% |
$8.59K - $9.9K
|
36
$8.75K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 1.72% |
$8.95K - $10.3K
|
2.85K
$693K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-57- 24.89% |
$10.2K - $11.8K
|
172
$41.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-57- 0.85% |
$10.2K - $11.8K
|
6.62K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-57- 2.43% |
$10.2K - $11.8K
|
2.29K
$557K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-63- 1.63% |
$11.3K - $13K
|
3.81K
$925K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-67- 4.28% |
$12K - $13.8K
|
1.5K
$364K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-68- 3.42% |
$12.2K - $14K
|
1.92K
$466K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-69- 3.0% |
$12.4K - $14.2K
|
2.23K
$542K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-70- 0.41% |
$12.5K - $14.4K
|
16.9K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-74- 1.6% |
$13.2K - $15.3K
|
4.54K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-76- 0.25% |
$13.6K - $15.7K
|
30.9K
$7.5M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-78- 4.53% |
$14K - $16.1K
|
1.64K
$399K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-81- 4.66% |
$14.5K - $16.7K
|
1.66K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-90- 3.48% |
$16.1K - $18.6K
|
2.5K
$607K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-90- 6.13% |
$16.1K - $18.6K
|
1.38K
$335K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-92- 1.08% |
$16.5K - $19K
|
8.39K
$2.04M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-93- 1.83% |
$16.7K - $19.2K
|
4.98K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-98- 8.77% |
$17.5K - $20.2K
|
1.02K
$248K
|