Purchases and Sales Made in Q3 2024 in First Tr Fd Dow Jones (FDN)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-67- 1.45% |
$12.3K - $14.2K
|
4.55K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-70- 0.22% |
$12.9K - $14.9K
|
31.1K
$7.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-72- 3.52% |
$13.2K - $15.3K
|
1.98K
$498K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-75- 16.3% |
$13.8K - $15.9K
|
385
$97.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-76- 3.58% |
$14K - $16.1K
|
2.05K
$517K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-80- 0.7% |
$14.7K - $17K
|
11.4K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-80- 5.54% |
$14.7K - $17K
|
1.36K
$344K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-83- 0.42% |
$15.2K - $17.6K
|
19.9K
$5.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-85- 14.07% |
$15.6K - $18.1K
|
519
$131K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-85- 6.08% |
$15.6K - $18.1K
|
1.31K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-85- 2.53% |
$15.6K - $18.1K
|
3.27K
$825K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-87- 0.36% |
$16K - $18.5K
|
24.3K
$6.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-90- 1.53% |
$16.5K - $19.1K
|
5.8K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 9.09% |
$18.4K - $21.2K
|
1K
$252K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-102- 2.34% |
$18.7K - $21.7K
|
4.25K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-102- 0.76% |
$18.7K - $21.7K
|
13.3K
$3.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-115- 3.3% |
$21.1K - $24.4K
|
3.37K
$849K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-123- 1.66% |
$22.6K - $26.1K
|
7.3K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-124- 2.92% |
$22.8K - $26.3K
|
4.12K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-124- 2.62% |
$22.8K - $26.3K
|
4.61K
$1.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-125- 6.76% |
$23K - $26.6K
|
1.72K
$435K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-129- 3.7% |
$23.7K - $27.4K
|
3.36K
$847K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-130- 3.7% |
$23.9K - $27.6K
|
3.38K
$853K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-136- 1.4% |
$25K - $28.9K
|
9.56K
$2.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-138- 1.88% |
$25.3K - $29.3K
|
7.22K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-157- 14.12% |
$28.8K - $33.4K
|
955
$241K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-167- 1.19% |
$30.7K - $35.5K
|
13.9K
$3.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-169- 5.65% |
$31K - $35.9K
|
2.82K
$711K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-171- 2.26% |
$31.4K - $36.3K
|
7.41K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-175- 1.6% |
$32.1K - $37.2K
|
10.7K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-178- 2.93% |
$32.7K - $37.8K
|
5.89K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-195- 6.01% |
$35.8K - $41.4K
|
3.05K
$768K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 2.42% |
$36.7K - $42.5K
|
8.07K
$2.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-200- 9.63% |
$36.7K - $42.5K
|
1.88K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-201- 9.01% |
$36.9K - $42.7K
|
2.03K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-202- 61.4% |
$37.1K - $42.9K
|
127
$32K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-207- 2.71% |
$38K - $44K
|
7.43K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-210- 10.76% |
$38.6K - $44.6K
|
1.74K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-213- 5.12% |
$39.1K - $45.3K
|
3.95K
$996K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-222- 14.63% |
$40.8K - $47.2K
|
1.3K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-225- 1.01% |
$41.3K - $47.8K
|
22K
$5.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-240- 0.71% |
$44.1K - $51K
|
33.5K
$8.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-254- 13.58% |
$46.7K - $54K
|
1.62K
$408K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-255- 3.85% |
$46.8K - $54.2K
|
6.37K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-260- 17.46% |
$47.8K - $55.2K
|
1.23K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-267- 10.92% |
$49K - $56.7K
|
2.18K
$549K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-275- 9.12% |
$50.5K - $58.4K
|
2.74K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-288- 14.2% |
$52.9K - $61.2K
|
1.74K
$439K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-291- 4.9% |
$53.5K - $61.8K
|
5.65K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-298- 16.71% |
$54.7K - $63.3K
|
1.49K
$374K
|