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 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-398- 0.79% |
$71.3K - $82.1K
|
50.1K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-399- 7.74% |
$71.4K - $82.3K
|
4.75K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-400- 27.86% |
$71.6K - $82.5K
|
1.04K
$261K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-407- 8.23% |
$72.9K - $84K
|
4.54K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-433- 2.37% |
$77.5K - $89.3K
|
17.8K
$4.49M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-451- 24.42% |
$80.7K - $93K
|
1.4K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-464- 30.97% |
$83.1K - $95.7K
|
1.03K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-467- 5.74% |
$83.6K - $96.3K
|
7.67K
$1.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-479- 1.8% |
$85.8K - $98.8K
|
26.2K
$6.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-492- 7.48% |
$88.1K - $101K
|
6.09K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-495- 0.3% |
$88.6K - $102K
|
162K
$40.9M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-497- 5.71% |
$89K - $103K
|
8.2K
$2.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-531- 33.78% |
$95.1K - $110K
|
1.04K
$263K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-534- 5.6% |
$95.6K - $110K
|
9.01K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-561- 47.83% |
$100K - $116K
|
612
$154K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-573- 35.7% |
$103K - $118K
|
1.03K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-590- 6.6% |
$106K - $122K
|
8.35K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-597- 7.38% |
$107K - $123K
|
7.49K
$1.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-626- 33.84% |
$112K - $129K
|
1.22K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-642- 20.91% |
$115K - $132K
|
2.43K
$612K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-683- 1.9% |
$122K - $141K
|
35.3K
$8.9M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-711- 13.64% |
$127K - $147K
|
4.5K
$1.13M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-725- 22.34% |
$130K - $150K
|
2.52K
$636K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-750- 3.12% |
$134K - $155K
|
23.3K
$5.87M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-769- 5.7% |
$138K - $159K
|
12.7K
$3.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-777- 43.14% |
$139K - $160K
|
1.02K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-786- 36.32% |
$141K - $162K
|
1.38K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-787- 10.74% |
$141K - $162K
|
6.54K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-792- 7.32% |
$142K - $163K
|
10K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-884- 1.92% |
$158K - $182K
|
45.1K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-912- 21.13% |
$163K - $188K
|
3.41K
$859K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-915- 3.92% |
$164K - $189K
|
22.4K
$5.65M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-953- 4.0% |
$171K - $197K
|
22.9K
$5.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-970- 14.28% |
$174K - $200K
|
5.83K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-979- 9.34% |
$175K - $202K
|
9.5K
$2.4M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 14.42% |
$179K - $206K
|
5.94K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.03K- 3.8% |
$184K - $212K
|
26.1K
$6.57M
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.05K- 9.19% |
$188K - $217K
|
10.4K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.07K- 16.59% |
$192K - $221K
|
5.38K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 4.61% |
$197K - $227K
|
22.7K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 29.92% |
$198K - $228K
|
2.59K
$653K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.17K- 42.45% |
$210K - $242K
|
1.59K
$401K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 5.62% |
$226K - $260K
|
21.2K
$5.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 1.98% |
$240K - $277K
|
66.5K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.41K- 23.95% |
$252K - $290K
|
4.47K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.53K- 4.93% |
$273K - $315K
|
29.4K
$7.42M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.6K- 41.94% |
$286K - $330K
|
2.22K
$559K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.66K- 1.51% |
$298K - $343K
|
109K
$27.4M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-1.89K- 4.08% |
$338K - $389K
|
44.3K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.14K- 6.92% |
$382K - $441K
|
28.7K
$7.24M
|