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 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45- 0.96% |
$8.68K - $9.35K
|
4.62K
$1.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-49- 2.2% |
$9.45K - $10.2K
|
2.18K
$550K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-52- 1.31% |
$10K - $10.8K
|
3.92K
$987K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-56- 4.03% |
$10.8K - $11.6K
|
1.33K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-58- 2.39% |
$11.2K - $12.1K
|
2.37K
$598K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-60- 55.56% |
$11.6K - $12.5K
|
48
$12.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-60- 2.46% |
$11.6K - $12.5K
|
2.38K
$600K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-63- 34.05% |
$12.2K - $13.1K
|
122
$30.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-65- 3.48% |
$12.5K - $13.5K
|
1.8K
$455K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-68- 5.35% |
$13.1K - $14.1K
|
1.2K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-70- 4.68% |
$13.5K - $14.5K
|
1.43K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-70- 0.85% |
$13.5K - $14.5K
|
8.13K
$2.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-75- 2.88% |
$14.5K - $15.6K
|
2.53K
$638K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-75- 2.63% |
$14.5K - $15.6K
|
2.78K
$700K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-81- 0.86% |
$15.6K - $16.8K
|
9.29K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-81- 6.84% |
$15.6K - $16.8K
|
1.1K
$278K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-82- 0.94% |
$15.8K - $17K
|
8.66K
$2.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-84- 29.58% |
$16.2K - $17.5K
|
200
$50.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-98- 4.98% |
$18.9K - $20.4K
|
1.87K
$472K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-98- 1.27% |
$18.9K - $20.4K
|
7.62K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-100- 6.67% |
$19.3K - $20.8K
|
1.4K
$353K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-109- 7.91% |
$21K - $22.7K
|
1.27K
$320K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-110- 50.93% |
$21.2K - $22.9K
|
106
$26.7K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-115- 0.68% |
$22.2K - $23.9K
|
16.8K
$4.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-120- 3.45% |
$23.1K - $24.9K
|
3.36K
$847K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-124- 1.48% |
$23.9K - $25.8K
|
8.27K
$2.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-130- 8.2% |
$25.1K - $27K
|
1.46K
$367K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-132- 4.12% |
$25.5K - $27.4K
|
3.08K
$775K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-134- 7.38% |
$25.8K - $27.9K
|
1.68K
$424K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-137- 2.78% |
$26.4K - $28.5K
|
4.8K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-137- 4.42% |
$26.4K - $28.5K
|
2.96K
$746K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-145- 2.38% |
$28K - $30.1K
|
5.94K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-151- 6.78% |
$29.1K - $31.4K
|
2.08K
$524K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-151- 26.87% |
$29.1K - $31.4K
|
411
$104K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-152- 0.85% |
$29.3K - $31.6K
|
17.7K
$4.45M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-155- 2.25% |
$29.9K - $32.2K
|
6.73K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-155- 1.82% |
$29.9K - $32.2K
|
8.37K
$2.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-161- 0.66% |
$31.1K - $33.5K
|
24.4K
$6.15M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-165- 7.2% |
$31.8K - $34.3K
|
2.13K
$536K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-170- 3.77% |
$32.8K - $35.3K
|
4.34K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-175- 7.61% |
$33.8K - $36.4K
|
2.13K
$536K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-176- 1.41% |
$34K - $36.6K
|
12.3K
$3.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-196- 10.21% |
$37.8K - $40.7K
|
1.72K
$435K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-200- 16.93% |
$38.6K - $41.6K
|
981
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-206- 3.52% |
$39.7K - $42.8K
|
5.65K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-206- 3.38% |
$39.7K - $42.8K
|
5.89K
$1.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-210- 10.31% |
$40.5K - $43.6K
|
1.83K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-211- 9.02% |
$40.7K - $43.9K
|
2.13K
$537K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-232- 1.03% |
$44.8K - $48.2K
|
22.2K
$5.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-236- 4.74% |
$45.5K - $49.1K
|
4.75K
$1.2M
|