Purchases and Sales Made in Q2 2024 in First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

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 12, 2024 Q2 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
350
+ 2.28%
$67.5K - $72.7K
15.7K $3.96M
Aug 12, 2024 Q2 2024
Ieq Capital, LLC

BUY
 -
330
+ 31.98%
$63.7K - $68.6K
1.36K $343K
Aug 12, 2024 Q2 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
317
+ 13.1%
$61.2K - $65.9K
2.74K $690K
Aug 12, 2024 Q2 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
300
+ 3.91%
$57.9K - $62.4K
7.97K $2.01M
Aug 14, 2024 Q2 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
292
+ 0.88%
$56.3K - $60.7K
33.5K $8.45M
Aug 13, 2024 Q2 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
281
+ 8.25%
$54.2K - $58.4K
3.69K $930K
Jul 17, 2024 Q2 2024
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
252
+ 3.45%
$48.6K - $52.4K
7.55K $1.9M
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
231
+ 87.5%
$44.6K - $48K
495 $125K
Jul 24, 2024 Q2 2024
Bay Colony Advisory Group, Inc D

BUY
 -
224
+ 0.78%
$43.2K - $46.6K
28.9K $7.3M
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
223
+ 602.7%
$43K - $46.3K
260 $65.6K
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
208
+ 9.33%
$40.1K - $43.2K
2.44K $615K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
193
+ 12.14%
$37.2K - $40.1K
1.78K $450K
Aug 12, 2024 Q2 2024
Somerset Group LLC

Wayzata, MN
BUY
 -
193
+ 1.86%
$37.2K - $40.1K
10.6K $2.67M
Jul 26, 2024 Q2 2024
Hb Wealth Management, LLC

BUY
 -
170
+ 5.53%
$32.8K - $35.3K
3.24K $818K
Jul 26, 2024 Q2 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
169
+ 5.1%
$32.6K - $35.1K
3.48K $879K
Aug 08, 2024 Q2 2024
Russell Investments Group, Ltd.

BUY
 -
168
+ 36.68%
$32.4K - $34.9K
626 $158K
Jul 16, 2024 Q2 2024
Apeiron Ria LLC

BUY
 -
164
+ 3.78%
$31.6K - $34.1K
4.5K $1.13M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
160
+ 5.81%
$30.9K - $33.3K
2.91K $734K
Jul 30, 2024 Q2 2024
Moloney Securities Asset Management, LLC

BUY
 -
157
+ 11.39%
$30.3K - $32.6K
1.54K $387K
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
156
+ 0.79%
$30.1K - $32.4K
20K $5.04M
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
149
+ 2980.0%
$28.7K - $31K
154 $38.8K
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
BUY
 -
147
+ 3.24%
$28.4K - $30.6K
4.69K $1.18M
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
143
+ 38.34%
$27.6K - $29.7K
516 $130K
Jul 16, 2024 Q2 2024
Compass Wealth Management LLC

Guilford, CT
BUY
 -
138
New
$26.6K - $28.7K
138 $34.8K
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

BUY
 -
131
+ 3.15%
$25.3K - $27.2K
4.3K $1.08M
Aug 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
130
+ 2.19%
$25.1K - $27K
6.07K $1.53M
Aug 13, 2024 Q2 2024
Hm Payson & CO

Portland, ME
BUY
 -
113
+ 43.63%
$21.8K - $23.5K
372 $93.8K
Jul 11, 2024 Q2 2024
Worth Asset Management, LLC

BUY
 -
110
+ 3.15%
$21.2K - $22.9K
3.61K $909K
Aug 13, 2024 Q2 2024
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
107
+ 3.95%
$20.6K - $22.2K
2.82K $711K
Aug 07, 2024 Q2 2024
Bokf, Na

Tulsa, OK
BUY
 -
102
+ 44.93%
$19.7K - $21.2K
329 $83K
Aug 12, 2024 Q2 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
97
+ 0.85%
$18.7K - $20.2K
11.5K $2.9M
Jul 11, 2024 Q2 2024
Juncture Wealth Strategies, LLC

BUY
 -
97
+ 1.08%
$18.7K - $20.2K
9.1K $2.29M
Jul 18, 2024 Q2 2024
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
93
+ 3.14%
$17.9K - $19.3K
3.06K $771K
Jul 18, 2024 Q2 2024
Tria Gen Wealth Management LLC

BUY
 -
92
+ 0.74%
$17.7K - $19.1K
12.6K $3.17M
Aug 12, 2024 Q2 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
87
+ 6.71%
$16.8K - $18.1K
1.38K $349K
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
86
+ 1.18%
$16.6K - $17.9K
7.36K $1.86M
Jul 31, 2024 Q2 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
75
+ 1.61%
$14.5K - $15.6K
4.74K $1.19M
Jul 19, 2024 Q2 2024
Central Bank & Trust CO

BUY
 -
65
New
$12.5K - $13.5K
65 $16.4K
Aug 08, 2024 Q2 2024
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
60
+ 545.45%
$11.6K - $12.5K
71 $17.9K
Aug 09, 2024 Q2 2024
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
51
+ 0.6%
$9.84K - $10.6K
8.52K $2.15M
Jul 29, 2024 Q2 2024
Crewe Advisors LLC

BUY
 -
50
New
$9.65K - $10.4K
50 $12.6K
Aug 14, 2024 Q2 2024
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
46
+ 0.46%
$8.87K - $9.56K
9.98K $2.52M
Jul 02, 2024 Q2 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
44
New
$8.49K - $9.14K
44 $11.1K
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
40
New
$7.72K - $8.31K
40 $10.1K
Aug 13, 2024 Q2 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
38
+ 0.26%
$7.33K - $7.9K
14.9K $3.75M
Jul 23, 2024 Q2 2024
Kesler, Norman & Wride, LLC

BUY
 -
37
+ 0.71%
$7.14K - $7.69K
5.28K $1.33M
Aug 13, 2024 Q2 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
34
+ 1.71%
$6.56K - $7.07K
2.03K $511K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
32
New
$6.17K - $6.65K
32 $8.07K
Aug 13, 2024 Q2 2024
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
32
+ 0.41%
$6.17K - $6.65K
7.81K $1.97M

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