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 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-298- 7.89% |
$54.7K - $63.3K
|
3.48K
$877K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-300- 4.28% |
$55.1K - $63.7K
|
6.71K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-303- 3.29% |
$55.7K - $64.4K
|
8.9K
$2.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-313- 3.89% |
$57.5K - $66.5K
|
7.74K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-319- 4.0% |
$58.6K - $67.8K
|
7.65K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-325- 2.42% |
$59.7K - $69.1K
|
13.1K
$3.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-334- 5.31% |
$61.3K - $71K
|
5.96K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-351- 21.09% |
$64.5K - $74.6K
|
1.31K
$331K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-381- 12.47% |
$70K - $81K
|
2.68K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-393- 21.12% |
$72.2K - $83.5K
|
1.47K
$370K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-415- 1.36% |
$76.2K - $88.2K
|
30K
$7.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-430- 10.72% |
$79K - $91.4K
|
3.58K
$903K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-455- 2.58% |
$83.6K - $96.7K
|
17.2K
$4.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-483- 11.01% |
$88.7K - $103K
|
3.9K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-485- 22.79% |
$89.1K - $103K
|
1.64K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-493- 4.19% |
$90.6K - $105K
|
11.3K
$2.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-499- 22.88% |
$91.7K - $106K
|
1.68K
$424K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-500- 2.33% |
$91.8K - $106K
|
21K
$5.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-587- 5.01% |
$108K - $125K
|
11.1K
$2.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-628- 10.18% |
$115K - $133K
|
5.54K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-667- 18.77% |
$123K - $142K
|
2.89K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-668- 20.45% |
$123K - $142K
|
2.6K
$655K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-683- 1.38% |
$125K - $145K
|
48.9K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-691- 3.8% |
$127K - $147K
|
17.5K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-692- 13.72% |
$127K - $147K
|
4.35K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-710- 39.25% |
$130K - $151K
|
1.1K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-739- 9.11% |
$136K - $157K
|
7.37K
$1.86M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-750- 10.51% |
$138K - $159K
|
6.39K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-815- 5.39% |
$150K - $173K
|
14.3K
$3.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-818- 10.23% |
$150K - $174K
|
7.18K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-836- 14.8% |
$154K - $178K
|
4.81K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-889- 2.27% |
$163K - $189K
|
38.2K
$9.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-924- 38.86% |
$170K - $196K
|
1.45K
$367K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-965- 11.52% |
$177K - $205K
|
7.42K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-968- 26.19% |
$178K - $206K
|
2.73K
$688K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-973- 21.45% |
$179K - $207K
|
3.56K
$899K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-999- 18.02% |
$183K - $212K
|
4.55K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.01K- 8.27% |
$185K - $214K
|
11.2K
$2.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.02K- 5.18% |
$188K - $217K
|
18.7K
$4.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.03K- 3.01% |
$189K - $219K
|
33.2K
$8.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.11K- 30.71% |
$205K - $237K
|
2.51K
$634K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.19K- 46.86% |
$218K - $252K
|
1.35K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.23K- 91.08% |
$225K - $261K
|
120
$30.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.28K- 68.91% |
$235K - $272K
|
578
$146K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.4K- 4.8% |
$256K - $296K
|
27.6K
$6.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.4K- 49.59% |
$257K - $297K
|
1.42K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.47K- 2.73% |
$270K - $313K
|
52.5K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 1.71% |
$274K - $317K
|
86.1K
$21.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.53K- 17.96% |
$281K - $325K
|
6.99K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.56K- 29.59% |
$287K - $332K
|
3.72K
$937K
|