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 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-241- 2.89% |
$46.5K - $50.1K
|
8.11K
$2.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-250- 3.12% |
$48.2K - $52K
|
7.78K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-274- 1.03% |
$52.9K - $56.9K
|
26.3K
$6.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-276- 12.99% |
$53.2K - $57.4K
|
1.85K
$466K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-300- 2.09% |
$57.9K - $62.4K
|
14K
$3.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-318- 46.56% |
$61.3K - $66.1K
|
365
$92K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-325- 8.08% |
$62.7K - $67.5K
|
3.7K
$932K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-333- 13.99% |
$64.2K - $69.2K
|
2.05K
$516K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-344- 16.51% |
$66.4K - $71.5K
|
1.74K
$439K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-346- 4.33% |
$66.7K - $71.9K
|
7.64K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-352- 24.16% |
$67.9K - $73.2K
|
1.11K
$279K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-366- 2.93% |
$70.6K - $76.1K
|
12.1K
$3.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-386- 1.31% |
$74.5K - $80.2K
|
29K
$7.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-391- 95.13% |
$75.4K - $81.3K
|
20
$5.04K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-397- 3.04% |
$76.6K - $82.5K
|
12.6K
$3.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-414- 8.63% |
$79.9K - $86K
|
4.39K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-444- 1.44% |
$85.7K - $92.3K
|
30.4K
$7.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-446- 4.4% |
$86K - $92.7K
|
9.69K
$2.44M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-465- 4.64% |
$89.7K - $96.6K
|
9.56K
$2.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-466- 20.02% |
$89.9K - $96.9K
|
1.86K
$470K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-481- 7.23% |
$92.8K - $100K
|
6.17K
$1.56M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-487- 2.3% |
$93.9K - $101K
|
20.7K
$5.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-510- 14.47% |
$98.4K - $106K
|
3.02K
$760K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-521- 20.11% |
$101K - $108K
|
2.07K
$522K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-527- 1.05% |
$102K - $110K
|
49.6K
$12.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-543- 4.49% |
$105K - $113K
|
11.6K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-562- 11.82% |
$108K - $117K
|
4.19K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-563- 4.43% |
$109K - $117K
|
12.2K
$3.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-563- 4.03% |
$109K - $117K
|
13.4K
$3.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-565- 55.12% |
$109K - $117K
|
460
$116K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-575- 14.97% |
$111K - $120K
|
3.27K
$824K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-586- 25.25% |
$113K - $122K
|
1.74K
$438K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-595- 15.06% |
$115K - $124K
|
3.36K
$846K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-635- 1.16% |
$122K - $132K
|
54K
$13.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-638- 25.53% |
$123K - $133K
|
1.86K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-649- 17.17% |
$125K - $135K
|
3.13K
$790K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-657- 20.05% |
$127K - $137K
|
2.62K
$661K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-764- 16.14% |
$147K - $159K
|
3.97K
$1M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-770- 13.84% |
$149K - $160K
|
4.8K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-850Closed |
$164K - $177K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-853- 5.37% |
$165K - $177K
|
15K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-873- 19.4% |
$168K - $181K
|
3.63K
$915K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-885- 25.54% |
$171K - $184K
|
2.58K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-898- 15.12% |
$173K - $187K
|
5.04K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-918- 24.4% |
$177K - $191K
|
2.84K
$717K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-993- 24.93% |
$192K - $206K
|
2.99K
$754K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.04K- 14.95% |
$201K - $217K
|
5.93K
$1.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.1K- 49.8% |
$213K - $229K
|
1.11K
$280K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 37.1% |
$220K - $237K
|
1.93K
$487K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.14K- 8.27% |
$220K - $237K
|
12.7K
$3.19M
|