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 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-99- 2.99% |
$17.7K - $20.4K
|
3.21K
$809K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 1.13% |
$17.9K - $20.6K
|
8.74K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-109- 5.66% |
$19.5K - $22.5K
|
1.82K
$458K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-113- 4.25% |
$20.2K - $23.3K
|
2.55K
$643K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-116- 7.44% |
$20.8K - $23.9K
|
1.44K
$364K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-117- 5.22% |
$20.9K - $24.1K
|
2.12K
$536K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-117- 2.6% |
$20.9K - $24.1K
|
4.38K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-120- 1.52% |
$21.5K - $24.8K
|
7.79K
$1.96M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 2.97% |
$21.7K - $25K
|
3.95K
$996K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-121- 1.57% |
$21.7K - $25K
|
7.6K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-122- 5.56% |
$21.8K - $25.2K
|
2.07K
$522K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-125- 4.34% |
$22.4K - $25.8K
|
2.75K
$694K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-127- 37.03% |
$22.7K - $26.2K
|
216
$54.5K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-127- 1.61% |
$22.7K - $26.2K
|
7.78K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-130- 4.75% |
$23.3K - $26.8K
|
2.61K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-133- 5.64% |
$23.8K - $27.4K
|
2.22K
$561K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-135- 23.04% |
$24.2K - $27.8K
|
451
$114K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-150- 60.0% |
$26.9K - $30.9K
|
100
$25.2K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-153- 10.76% |
$27.4K - $31.6K
|
1.27K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-161- 37.1% |
$28.8K - $33.2K
|
273
$68.8K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-161- 30.15% |
$28.8K - $33.2K
|
373
$94.1K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-162- 1.87% |
$29K - $33.4K
|
8.52K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-164- 2.37% |
$29.4K - $33.8K
|
6.75K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-165- 3.89% |
$29.5K - $34K
|
4.08K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-173- 4.12% |
$31K - $35.7K
|
4.02K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-187- 1.41% |
$33.5K - $38.6K
|
13K
$3.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-190- 15.64% |
$34K - $39.2K
|
1.03K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-196- 2.86% |
$35.1K - $40.4K
|
6.65K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-198- 3.27% |
$35.4K - $40.8K
|
5.86K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-205- 1.45% |
$36.7K - $42.3K
|
13.9K
$3.5M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-217- 17.54% |
$38.9K - $44.8K
|
1.02K
$257K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-225- 4.54% |
$40.3K - $46.4K
|
4.73K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-230- 76.41% |
$41.2K - $47.4K
|
71
$17.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-232- 9.06% |
$41.5K - $47.9K
|
2.33K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-252- 1.68% |
$45.1K - $52K
|
14.7K
$3.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-253- 1.98% |
$45.3K - $52.2K
|
12.5K
$3.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-259- 3.25% |
$46.4K - $53.4K
|
7.72K
$1.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-260- 10.44% |
$46.6K - $53.6K
|
2.23K
$562K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-270- 6.35% |
$48.3K - $55.7K
|
3.98K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-280- 18.15% |
$50.1K - $57.8K
|
1.26K
$319K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-301- 3.74% |
$53.9K - $62.1K
|
7.74K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-306- 11.63% |
$54.8K - $63.1K
|
2.32K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-324- 5.05% |
$58K - $66.8K
|
6.09K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-329- 12.51% |
$58.9K - $67.9K
|
2.3K
$580K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-339- 69.33% |
$60.7K - $69.9K
|
150
$37.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-340- 8.82% |
$60.9K - $70.1K
|
3.52K
$887K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-348- 1.4% |
$62.3K - $71.8K
|
24.6K
$6.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-378- 22.94% |
$67.7K - $78K
|
1.27K
$320K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-382- 22.83% |
$68.4K - $78.8K
|
1.29K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-387- 21.51% |
$69.3K - $79.8K
|
1.41K
$356K
|