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
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.14K- 81.95% |
$221K - $238K
|
252
$63.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.16K- 3.69% |
$224K - $241K
|
30.3K
$7.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.17K- 38.65% |
$226K - $243K
|
1.86K
$469K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.23K- 1.23% |
$237K - $256K
|
99K
$25M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.25K- 18.37% |
$241K - $259K
|
5.54K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.37K- 6.44% |
$263K - $284K
|
19.8K
$5M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.51K- 4.27% |
$291K - $313K
|
33.8K
$8.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.55K- 50.54% |
$299K - $322K
|
1.52K
$383K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.6K- 0.98% |
$308K - $332K
|
160K
$40.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.66K- 2.5% |
$321K - $345K
|
64.8K
$16.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.83K- 16.54% |
$352K - $379K
|
9.21K
$2.32M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.2K- 23.55% |
$424K - $457K
|
7.14K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.51K- 9.59% |
$484K - $521K
|
23.6K
$5.96M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.6K- 7.98% |
$502K - $540K
|
30K
$7.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.6K- 21.32% |
$502K - $541K
|
9.61K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-2.86K- 57.49% |
$552K - $594K
|
2.12K
$533K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.88K- 13.36% |
$555K - $598K
|
18.7K
$4.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-3.04K- 1.73% |
$585K - $631K
|
172K
$43.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.1K- 42.23% |
$599K - $645K
|
4.25K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.29K- 34.64% |
$635K - $684K
|
6.21K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.34K- 81.86% |
$644K - $694K
|
740
$187K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.19K- 54.09% |
$808K - $870K
|
3.55K
$896K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.61K- 2.59% |
$889K - $958K
|
174K
$43.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.68K- 20.5% |
$904K - $974K
|
18.2K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.14K- 3.54% |
$991K - $1.07M
|
140K
$35.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.49K- 8.42% |
$1.06M - $1.14M
|
59.7K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.02K- 44.78% |
$1.16M - $1.25M
|
7.42K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.16K- 5.96% |
$1.38M - $1.49M
|
113K
$28.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-7.53K- 57.74% |
$1.45M - $1.57M
|
5.51K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.57K- 3.43% |
$1.46M - $1.57M
|
213K
$53.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-8.64K- 64.69% |
$1.67M - $1.8M
|
4.72K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.65K- 0.22% |
$1.67M - $1.8M
|
3.84M
$969M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-8.87K- 16.57% |
$1.71M - $1.84M
|
44.7K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.9K- 59.9% |
$2.11M - $2.27M
|
7.33K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.6K- 67.69% |
$2.43M - $2.61M
|
6K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.7K- 1.14% |
$2.45M - $2.64M
|
1.1M
$277M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.9K- 4.72% |
$2.68M - $2.89M
|
280K
$70.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.3K- 21.1% |
$2.96M - $3.19M
|
57.4K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.6K- 34.45% |
$3.4M - $3.67M
|
33.6K
$8.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-17.9K- 73.41% |
$3.45M - $3.72M
|
6.49K
$1.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-18.9K- 61.74% |
$3.65M - $3.93M
|
11.7K
$2.96M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.6K- 36.47% |
$3.97M - $4.28M
|
35.9K
$9.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-22.9K- 89.52% |
$4.41M - $4.75M
|
2.68K
$675K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.9K- 15.15% |
$4.41M - $4.75M
|
128K
$32.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.7K- 23.01% |
$4.76M - $5.13M
|
82.5K
$20.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.8K- 68.96% |
$4.78M - $5.15M
|
11.1K
$2.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.3K- 54.0% |
$5.08M - $5.48M
|
22.4K
$5.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-43.4K- 96.25% |
$8.37M - $9.02M
|
1.69K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-44.5K- 34.36% |
$8.58M - $9.25M
|
85K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-50.1K- 10.17% |
$9.67M - $10.4M
|
443K
$112M
|