Purchases and Sales Made in Q2 2024 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
110KNew |
$21.3M - $22.9M
|
110K
$27.8M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.6KNew |
$16.9M - $18.2M
|
87.6K
$22.1M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.5K+ 11.45% |
$16.5M - $17.8M
|
832K
$210M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
49.2K+ 1100.27% |
$9.49M - $10.2M
|
53.7K
$13.5M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39.4KNew |
$7.59M - $8.18M
|
39.4K
$9.92M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.5K+ 35.95% |
$5.68M - $6.12M
|
111K
$28.1M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.5K+ 4.96% |
$4.73M - $5.09M
|
518K
$131M
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
21.5KNew |
$4.14M - $4.46M
|
21.5K
$5.42M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21K+ 5405.66% |
$4.06M - $4.37M
|
21.4K
$5.4M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
19.2K+ 541.6% |
$3.69M - $3.98M
|
22.7K
$5.72M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.5K+ 16.72% |
$2.6M - $2.8M
|
93.9K
$23.7M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.3K+ 209.84% |
$2.57M - $2.77M
|
19.7K
$4.97M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3K+ 107.36% |
$2.37M - $2.55M
|
23.7K
$5.99M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.9K+ 6.74% |
$2.11M - $2.27M
|
173K
$43.6M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.49KNew |
$1.83M - $1.97M
|
9.49K
$2.39M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
9.04K+ 31.27% |
$1.74M - $1.88M
|
37.9K
$9.57M
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.89KNew |
$1.71M - $1.85M
|
8.89K
$2.24M
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
8.52KNew |
$1.64M - $1.77M
|
8.52K
$2.15M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.91KNew |
$1.53M - $1.64M
|
7.91K
$1.99M
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
7.76K+ 99.61% |
$1.5M - $1.61M
|
15.5K
$3.92M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.15K+ 51.11% |
$1.38M - $1.49M
|
21.1K
$5.33M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
6.87KNew |
$1.33M - $1.43M
|
6.87K
$1.73M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.71K+ 142.67% |
$1.29M - $1.39M
|
11.4K
$2.88M
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.59KNew |
$1.27M - $1.37M
|
6.59K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.55KNew |
$1.26M - $1.36M
|
6.55K
$1.65M
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
6.52KNew |
$1.26M - $1.35M
|
6.52K
$1.64M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.29KNew |
$1.21M - $1.31M
|
6.29K
$1.59M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.64K+ 466.25% |
$1.09M - $1.17M
|
6.85K
$1.73M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
5.09KNew |
$982K - $1.06M
|
5.09K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.94K+ 5.7% |
$953K - $1.03M
|
91.7K
$23.1M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.94K+ 10.32% |
$952K - $1.03M
|
52.8K
$13.3M
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.58KNew |
$883K - $951K
|
4.58K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.56K+ 758.74% |
$880K - $948K
|
5.16K
$1.3M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.18K+ 15.49% |
$807K - $869K
|
31.2K
$7.86M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.75K+ 4.0% |
$723K - $779K
|
97.4K
$24.6M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.71K+ 7416.0% |
$715K - $771K
|
3.76K
$948K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.43K+ 334.47% |
$661K - $712K
|
4.45K
$1.12M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.38K+ 23.72% |
$651K - $701K
|
17.6K
$4.44M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.35K+ 54.11% |
$646K - $696K
|
9.54K
$2.4M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.26KNew |
$628K - $677K
|
3.26K
$821K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.97K+ 546.96% |
$573K - $617K
|
3.51K
$886K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.84K+ 242.03% |
$548K - $590K
|
4.01K
$1.01M
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.79K+ 15.3% |
$539K - $581K
|
21.1K
$5.31M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.7K+ 26.91% |
$521K - $561K
|
12.7K
$3.21M
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.63KNew |
$508K - $547K
|
2.63K
$664K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.59K+ 4.69% |
$500K - $539K
|
57.9K
$14.6M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.56K+ 43.86% |
$493K - $531K
|
8.38K
$2.11M
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.53KNew |
$488K - $526K
|
2.53K
$638K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.43K+ 6954.29% |
$470K - $506K
|
2.47K
$623K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.18K+ 39.09% |
$421K - $453K
|
7.76K
$1.96M
|