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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
30+ 2.9% |
$5.79K - $6.24K
|
1.07K
$269K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29+ 0.56% |
$5.59K - $6.03K
|
5.23K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
25New |
$4.82K - $5.2K
|
25
$6.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
24+ 0.49% |
$4.63K - $4.99K
|
4.9K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
20+ 0.43% |
$3.86K - $4.16K
|
4.67K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19+ 1.13% |
$3.67K - $3.95K
|
1.7K
$429K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
18+ 0.93% |
$3.47K - $3.74K
|
1.95K
$492K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
16+ 0.77% |
$3.09K - $3.33K
|
2.09K
$526K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
9New |
$1.74K - $1.87K
|
9
$2.27K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.06% |
$1.74K - $1.87K
|
13.9K
$3.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.5% |
$1.54K - $1.66K
|
1.6K
$403K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8+ 0.57% |
$1.54K - $1.66K
|
1.42K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6+ 0.36% |
$1.16K - $1.25K
|
1.66K
$420K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.08% |
$1.16K - $1.25K
|
7.42K
$1.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4New |
$772 - $831
|
4
$1.01K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.13% |
$772 - $831
|
3.07K
$774K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$386 - $416
|
2
$504
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.22% |
$193 - $208
|
452
$114K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 4.17% |
$193 - $208
|
23
$5.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 1.27% |
$386 - $416
|
155
$39.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-2- 0.02% |
$386 - $416
|
11.8K
$2.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 30.0% |
$579 - $624
|
7
$1.77K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-3- 0.07% |
$579 - $624
|
4.54K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-4- 2.33% |
$772 - $831
|
168
$42.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.13% |
$772 - $831
|
3.17K
$800K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5- 0.15% |
$965 - $1.04K
|
3.38K
$851K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-5- 0.08% |
$965 - $1.04K
|
5.89K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 1.31% |
$1.54K - $1.66K
|
604
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-8- 6.72% |
$1.54K - $1.66K
|
111
$28K
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 0.67% |
$2.31K - $2.49K
|
1.79K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17- 0.45% |
$3.28K - $3.53K
|
3.79K
$955K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-17- 0.67% |
$3.28K - $3.53K
|
2.53K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-20- 1.46% |
$3.86K - $4.16K
|
1.35K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-20- 0.92% |
$3.86K - $4.16K
|
2.17K
$546K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-20- 0.26% |
$3.86K - $4.16K
|
7.58K
$1.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-23- 0.43% |
$4.44K - $4.78K
|
5.36K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-25- 0.53% |
$4.82K - $5.2K
|
4.72K
$1.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-28- 0.99% |
$5.4K - $5.82K
|
2.8K
$705K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28- 0.11% |
$5.4K - $5.82K
|
26K
$6.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-34- 0.97% |
$6.56K - $7.07K
|
3.48K
$878K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-34- 2.78% |
$6.56K - $7.07K
|
1.19K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-34- 1.74% |
$6.56K - $7.07K
|
1.92K
$484K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-35- 2.13% |
$6.75K - $7.27K
|
1.61K
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-37- 0.26% |
$7.14K - $7.69K
|
14.1K
$3.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-39- 0.43% |
$7.52K - $8.11K
|
8.97K
$2.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-41- 0.3% |
$7.91K - $8.52K
|
13.4K
$3.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-41- 0.06% |
$7.91K - $8.52K
|
70.7K
$17.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-44- 48.35% |
$8.49K - $9.14K
|
47
$11.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-44- 3.79% |
$8.49K - $9.14K
|
1.12K
$282K
|