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 14, 2024 Q3 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
267
+ 1.79%
$49K - $56.7K
15.2K $3.82M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
261
+ 9.54%
$47.9K - $55.5K
3K $756K
Oct 16, 2024 Q3 2024
Tamar Securities, LLC

BUY
 -
245
+ 0.55%
$45K - $52.1K
44.9K $11.3M
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
239
+ 1.9%
$43.9K - $50.8K
12.8K $3.23M
Nov 14, 2024 Q3 2024
Kovitz Investment Group Partners, LLC

BUY
 -
239
+ 21.63%
$43.9K - $50.8K
1.34K $339K
Oct 04, 2024 Q3 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
231
+ 22.69%
$42.4K - $49.1K
1.25K $315K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
230
New
$42.2K - $48.9K
230 $58K
Oct 22, 2024 Q3 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
213
+ 4.07%
$39.1K - $45.3K
5.44K $1.37M
Nov 13, 2024 Q3 2024
Concentrum Wealth Management

BUY
 -
207
+ 3.8%
$38K - $44K
5.65K $1.43M
Nov 14, 2024 Q3 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
202
+ 7.83%
$37.1K - $42.9K
2.78K $702K
Nov 12, 2024 Q3 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
174
+ 1.87%
$32K - $37K
9.46K $2.39M
Nov 12, 2024 Q3 2024
Trexquant Investment LP

Stamford, CT
BUY
 -
171
+ 5.29%
$31.4K - $36.3K
3.4K $858K
Nov 14, 2024 Q3 2024
Ieq Capital, LLC

BUY
 -
162
+ 11.89%
$29.8K - $34.4K
1.52K $384K
Nov 06, 2024 Q3 2024
1776 Wealth LLC

BUY
 -
159
+ 2.36%
$29.2K - $33.8K
6.89K $1.74M
Nov 14, 2024 Q3 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
155
New
$28.5K - $32.9K
155 $39.1K
Nov 14, 2024 Q3 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
152
+ 0.58%
$27.9K - $32.3K
26.5K $6.68M
Nov 12, 2024 Q3 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
143
+ 5.1%
$26.3K - $30.4K
2.95K $743K
Nov 04, 2024 Q3 2024
Tru Independence LLC

BUY
 -
142
+ 8.24%
$26.1K - $30.2K
1.87K $470K
Nov 12, 2024 Q3 2024
Activest Wealth Management

BUY
 -
140
+ 132.08%
$25.7K - $29.7K
246 $62K
Oct 18, 2024 Q3 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
135
+ 1.1%
$24.8K - $28.7K
12.4K $3.13M
Nov 12, 2024 Q3 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
133
+ 6.93%
$24.4K - $28.3K
2.05K $517K
Nov 14, 2024 Q3 2024
Forvis Wealth Advisors, LLC

BUY
 -
119
+ 8.93%
$21.9K - $25.3K
1.45K $366K
Nov 13, 2024 Q3 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
115
+ 4.9%
$21.1K - $24.4K
2.46K $621K
Oct 15, 2024 Q3 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
109
+ 2.1%
$20K - $23.2K
5.29K $1.33M
Oct 18, 2024 Q3 2024
Tria Gen Wealth Management LLC

BUY
 -
107
+ 0.85%
$19.7K - $22.7K
12.7K $3.2M
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
100
+ 149.25%
$18.4K - $21.2K
167 $42.1K
Oct 18, 2024 Q3 2024
Petix & Botte CO

BUY
 -
98
+ 8.63%
$18K - $20.8K
1.23K $311K
Nov 14, 2024 Q3 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
76
+ 2.47%
$14K - $16.1K
3.16K $796K
Oct 31, 2024 Q3 2024
Walkner Condon Financial Advisors LLC

BUY
 -
69
+ 4.86%
$12.7K - $14.7K
1.49K $375K
Nov 14, 2024 Q3 2024
Apeiron Ria LLC

BUY
 -
67
+ 1.49%
$12.3K - $14.2K
4.57K $1.15M
Oct 10, 2024 Q3 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
63
+ 0.7%
$11.6K - $13.4K
9.03K $2.28M
Oct 17, 2024 Q3 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
63
+ 51.64%
$11.6K - $13.4K
185 $46.7K
Nov 14, 2024 Q3 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
56
+ 0.37%
$10.3K - $11.9K
15.1K $3.81M
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
54
+ 3.22%
$9.92K - $11.5K
1.73K $437K
Oct 29, 2024 Q3 2024
Nvwm, LLC

BUY
 -
50
New
$9.18K - $10.6K
50 $12.6K
Oct 24, 2024 Q3 2024
Madison Wealth Partners, Inc

BUY
 -
50
+ 3.0%
$9.18K - $10.6K
1.72K $433K
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
50
+ 0.67%
$9.18K - $10.6K
7.47K $1.88M
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
47
+ 27.98%
$8.63K - $9.99K
215 $54.2K
Oct 11, 2024 Q3 2024
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
39
+ 2.43%
$7.16K - $8.29K
1.65K $415K
Oct 09, 2024 Q3 2024
Juncture Wealth Strategies, LLC

BUY
 -
31
+ 0.34%
$5.69K - $6.59K
9.13K $2.3M
Oct 15, 2024 Q3 2024
Pcg Wealth Advisors, LLC

BUY
 -
28
+ 0.24%
$5.14K - $5.95K
11.6K $2.92M
Nov 12, 2024 Q3 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
27
+ 1.77%
$4.96K - $5.74K
1.55K $392K
Oct 30, 2024 Q3 2024
Moloney Securities Asset Management, LLC

BUY
 -
25
+ 1.63%
$4.59K - $5.31K
1.56K $393K
Nov 14, 2024 Q3 2024
Harvest Investment Services, LLC

BUY
 -
23
+ 1.06%
$4.22K - $4.89K
2.19K $552K
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
14
+ 0.48%
$2.57K - $2.97K
2.93K $738K
Nov 14, 2024 Q3 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
10
+ 0.81%
$1.84K - $2.12K
1.25K $316K
Oct 31, 2024 Q3 2024
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
10
+ 0.13%
$1.84K - $2.12K
7.56K $1.91M
Oct 21, 2024 Q3 2024
Sequoia Financial Advisors, LLC

BUY
 -
10
+ 0.02%
$1.84K - $2.12K
64.8K $16.3M
Oct 31, 2024 Q3 2024
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
5
+ 0.27%
$918 - $1.06K
1.83K $462K

Track Institutional and Insider Activities on FDN

Follow FIRST TR FD DOW JONES and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FDN shares.

Notify only if

Insider Trading

Get notified when an First Tr Fd Dow Jones insider buys or sells FDN shares.

Notify only if

News

Receive news related to FIRST TR FD DOW JONES

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FDN