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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 8.31% |
$303K - $350K
|
18.2K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.68K- 10.66% |
$308K - $356K
|
14K
$3.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.88K- 52.18% |
$346K - $400K
|
1.72K
$435K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.93K- 24.92% |
$355K - $411K
|
5.82K
$1.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.03K- 8.56% |
$372K - $430K
|
21.6K
$5.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.12K- 45.03% |
$390K - $451K
|
2.59K
$654K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.44K- 7.26% |
$448K - $518K
|
31.1K
$7.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.48K- 36.16% |
$456K - $528K
|
4.39K
$1.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.74K- 10.4% |
$503K - $582K
|
23.6K
$5.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.85K- 2.92% |
$523K - $605K
|
94.5K
$23.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.9K- 37.23% |
$532K - $615K
|
4.88K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.13K- 8.13% |
$575K - $665K
|
35.4K
$8.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.37K- 26.65% |
$619K - $716K
|
9.28K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.49K- 3.17% |
$641K - $742K
|
107K
$26.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.76K- 30.94% |
$690K - $798K
|
8.38K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.79K- 15.88% |
$697K - $806K
|
20.1K
$5.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.8K- 20.34% |
$697K - $806K
|
14.9K
$3.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.85K- 12.85% |
$707K - $818K
|
26.1K
$6.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.97K- 68.4% |
$729K - $843K
|
1.83K
$462K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.52K- 25.67% |
$830K - $960K
|
13.1K
$3.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4.98K- 21.94% |
$914K - $1.06M
|
17.7K
$4.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.33K- 0.77% |
$979K - $1.13M
|
684K
$172M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.37K- 60.43% |
$986K - $1.14M
|
3.52K
$887K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.98K- 87.32% |
$1.1M - $1.27M
|
868
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.49K- 11.3% |
$1.19M - $1.38M
|
50.9K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.63K- 3.11% |
$1.22M - $1.41M
|
206K
$52.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.94K- 33.54% |
$1.27M - $1.47M
|
13.7K
$3.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-7.81K- 50.26% |
$1.43M - $1.66M
|
7.73K
$1.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.32K- 5.41% |
$1.71M - $1.98M
|
163K
$41.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-9.55K- 18.1% |
$1.75M - $2.03M
|
43.2K
$10.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.9K- 22.29% |
$2.37M - $2.74M
|
45K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.4K- 13.6% |
$2.82M - $3.26M
|
97.6K
$24.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.4K- 59.11% |
$2.83M - $3.27M
|
10.6K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-16.8K- 31.23% |
$3.08M - $3.56M
|
36.9K
$9.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.9K- 10.52% |
$3.1M - $3.59M
|
144K
$36.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.8K- 17.95% |
$3.45M - $3.99M
|
85.9K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.3K- 15.05% |
$3.54M - $4.1M
|
109K
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.2K- 85.2% |
$3.71M - $4.3M
|
3.51K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.4K- 56.91% |
$3.75M - $4.34M
|
15.5K
$3.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.1K- 25.35% |
$3.88M - $4.49M
|
62.2K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-23.1K- 79.86% |
$4.25M - $4.91M
|
5.83K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-31.4K- 44.33% |
$5.76M - $6.66M
|
39.4K
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.7K- 18.31% |
$5.82M - $6.73M
|
141K
$35.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.1K- 22.92% |
$5.89M - $6.82M
|
108K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-36.5K- 93.46% |
$6.7M - $7.74M
|
2.55K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-40.8K- 1.06% |
$7.49M - $8.66M
|
3.8M
$959M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-63.4K- 47.71% |
$11.6M - $13.5M
|
69.5K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-72.9K- 85.76% |
$13.4M - $15.5M
|
12.1K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-79.3K- 7.21% |
$14.6M - $16.8M
|
1.02M
$257M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-85.3K- 16.46% |
$15.7M - $18.1M
|
433K
$109M
|