Purchases and Sales Made in Q3 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 Q3 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
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
1.54K
New
$282K - $327K
1.54K $388K
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
1.53K
New
$282K - $326K
1.53K $387K
Oct 10, 2024 Q3 2024
Koshinski Asset Management, Inc.

BUY
 -
1.52K
New
$279K - $323K
1.52K $383K
Oct 16, 2024 Q3 2024
Secure Asset Management, LLC

BUY
 -
1.48K
+ 33.36%
$273K - $315K
5.93K $1.5M
Nov 04, 2024 Q3 2024
New Square Capital LLC

BUY
 -
1.44K
+ 1.46%
$265K - $307K
100K $25.3M
Oct 28, 2024 Q3 2024
Meitav Dash Investments LTD

BUY
 -
1.39K
+ 32.05%
$255K - $295K
5.73K $1.44M
Nov 14, 2024 Q3 2024
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
1.36K
New
$250K - $290K
1.36K $344K
Nov 06, 2024 Q3 2024
Sather Financial Group Inc

BUY
 -
1.34K
New
$246K - $285K
1.34K $338K
Nov 08, 2024 Q3 2024
Axos Invest Inc.

Las Vegas, NV
BUY
 -
1.34K
New
$245K - $284K
1.34K $337K
Nov 05, 2024 Q3 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
1.32K
New
$242K - $280K
1.32K $333K
Oct 29, 2024 Q3 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
1.23K
New
$227K - $262K
1.23K $311K
Oct 03, 2024 Q3 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
1.23K
New
$225K - $261K
1.23K $309K
Nov 14, 2024 Q3 2024
Monograph Wealth Advisors, LLC

BUY
 -
1.1K
New
$202K - $234K
1.1K $277K
Oct 23, 2024 Q3 2024
Joel Isaacson & Co., LLC

BUY
 -
1.1K
New
$201K - $233K
1.1K $276K
Oct 17, 2024 Q3 2024
Merit Financial Group, LLC

BUY
 -
1.08K
New
$199K - $230K
1.08K $273K
Nov 04, 2024 Q3 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1.06K
+ 100.0%
$195K - $225K
2.12K $534K
Nov 14, 2024 Q3 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
1.05K
+ 88.23%
$193K - $223K
2.24K $564K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
1.03K
New
$189K - $219K
1.03K $259K
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.02K
New
$188K - $217K
1.02K $257K
Oct 11, 2024 Q3 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.02K
+ 10.58%
$187K - $216K
10.6K $2.68M
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
1.01K
+ 2515.0%
$185K - $214K
1.05K $264K
Oct 23, 2024 Q3 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
997
New
$183K - $212K
997 $251K
Nov 12, 2024 Q3 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
984
+ 4.25%
$181K - $209K
24.1K $6.08M
Oct 21, 2024 Q3 2024
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
955
New
$175K - $203K
955 $241K
Oct 30, 2024 Q3 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
925
+ 1.14%
$170K - $197K
82.3K $20.8M
Nov 12, 2024 Q3 2024
Centaurus Financial, Inc.

BUY
 -
895
+ 29.16%
$164K - $190K
3.96K $1M
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
752
+ 7.87%
$138K - $160K
10.3K $2.6M
Nov 08, 2024 Q3 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
634
+ 4.56%
$116K - $135K
14.5K $3.67M
Oct 31, 2024 Q3 2024
Money Concepts Capital Corp

BUY
 -
586
+ 1.94%
$108K - $125K
30.8K $7.78M
Nov 14, 2024 Q3 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
580
+ 15.74%
$107K - $123K
4.27K $1.08M
Oct 18, 2024 Q3 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
463
+ 4.88%
$85K - $98.4K
9.95K $2.51M
Nov 14, 2024 Q3 2024
Fsb Premier Wealth Management, Inc.

BUY
 -
454
+ 26.17%
$83.4K - $96.5K
2.19K $552K
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
451
+ 7.6%
$82.8K - $95.8K
6.39K $1.61M
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
446
New
$81.9K - $94.8K
446 $112K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
419
New
$77K - $89K
419 $106K
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
415
+ 1.96%
$76.2K - $88.2K
21.6K $5.44M
Nov 06, 2024 Q3 2024
Envestnet Asset Management Inc

BUY
 -
392
+ 0.16%
$72K - $83.3K
241K $60.7M
Nov 13, 2024 Q3 2024
Mariner, LLC

Overland Park, KS
BUY
 -
388
+ 1.67%
$71.3K - $82.4K
23.6K $5.96M
Nov 13, 2024 Q3 2024
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
372
+ 1.51%
$68.3K - $79K
25K $6.3M
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
346
+ 4.14%
$63.6K - $73.5K
8.71K $2.2M
Oct 31, 2024 Q3 2024
Wmg Financial Advisors, LLC

BUY
 -
339
+ 5.4%
$62.3K - $72K
6.62K $1.67M
Oct 08, 2024 Q3 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
333
+ 0.99%
$61.2K - $70.8K
33.8K $8.54M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
320
+ 0.11%
$58.8K - $68K
281K $70.8M
Nov 12, 2024 Q3 2024
Great Valley Advisor Group, Inc.

BUY
 -
308
+ 7.99%
$56.6K - $65.4K
4.16K $1.05M
Oct 10, 2024 Q3 2024
Annex Advisory Services, LLC

BUY
 -
305
+ 28.61%
$56K - $64.8K
1.37K $346K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
300
New
$55.1K - $63.7K
300 $75.7K
Oct 21, 2024 Q3 2024
Toth Financial Advisory Corp

BUY
 -
288
+ 2.05%
$52.9K - $61.2K
14.4K $3.62M
Oct 23, 2024 Q3 2024
Lyell Wealth Management, LP

BUY
 -
275
+ 5.13%
$50.5K - $58.4K
5.64K $1.42M
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
272
+ 7.48%
$50K - $57.8K
3.91K $985K

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