Purchases and Sales Made in Q4 2024 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
279+ 19.57% |
$58.7K - $71.8K
|
1.71K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
272+ 1.98% |
$57.3K - $70K
|
14K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
269+ 28.17% |
$56.6K - $69.2K
|
1.22K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
268+ 1.82% |
$56.4K - $68.9K
|
15K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
268+ 4.52% |
$56.4K - $68.9K
|
6.2K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
258+ 0.83% |
$54.3K - $66.4K
|
31.4K
$7.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
250New |
$52.6K - $64.3K
|
250
$55.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
246+ 20.99% |
$51.8K - $63.3K
|
1.42K
$317K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
242New |
$50.9K - $62.3K
|
242
$54.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
216+ 1.65% |
$45.5K - $55.6K
|
13.3K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
207New |
$43.6K - $53.2K
|
207
$46.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
204New |
$42.9K - $52.5K
|
204
$45.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
201+ 0.32% |
$42.3K - $51.7K
|
62.4K
$13.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
193+ 15.73% |
$40.6K - $49.6K
|
1.42K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
191New |
$40.2K - $49.1K
|
191
$42.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
186+ 1.75% |
$39.2K - $47.8K
|
10.8K
$2.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
183+ 17.1% |
$38.5K - $47.1K
|
1.25K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
180+ 3.31% |
$37.9K - $46.3K
|
5.62K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
180New |
$37.9K - $46.3K
|
180
$40.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
179+ 2.37% |
$37.7K - $46K
|
7.74K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
172+ 2.46% |
$36.2K - $44.2K
|
7.16K
$1.6M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
163New |
$34.3K - $41.9K
|
163
$36.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
152+ 2.55% |
$32K - $39.1K
|
6.11K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
152New |
$32K - $39.1K
|
152
$34K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
150New |
$31.6K - $38.6K
|
150
$33.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150New |
$31.6K - $38.6K
|
150
$33.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
150New |
$31.6K - $38.6K
|
150
$33.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
145New |
$30.5K - $37.3K
|
145
$32.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
145+ 3.14% |
$30.5K - $37.3K
|
4.76K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
135+ 4.93% |
$28.4K - $34.7K
|
2.88K
$642K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 1220.0% |
$25.7K - $31.4K
|
132
$29.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
119+ 3.01% |
$25K - $30.6K
|
4.07K
$909K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115+ 575.0% |
$24.2K - $29.6K
|
135
$30.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
113+ 10.28% |
$23.8K - $29.1K
|
1.21K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
107+ 0.32% |
$22.5K - $27.5K
|
33.3K
$7.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
104+ 6.01% |
$21.9K - $26.8K
|
1.84K
$410K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
103New |
$21.7K - $26.5K
|
103
$23K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
99+ 7.26% |
$20.8K - $25.5K
|
1.46K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
88+ 5.47% |
$18.5K - $22.6K
|
1.7K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
88+ 1.56% |
$18.5K - $22.6K
|
5.74K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
84+ 6.63% |
$17.7K - $21.6K
|
1.35K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
84+ 0.75% |
$17.7K - $21.6K
|
11.4K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
76New |
$16K - $19.6K
|
76
$17K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
76+ 20.71% |
$16K - $19.6K
|
443
$99K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
58+ 4.32% |
$12.2K - $14.9K
|
1.4K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54+ 3.21% |
$11.4K - $13.9K
|
1.74K
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
54New |
$11.4K - $13.9K
|
54
$12.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
50New |
$10.5K - $12.9K
|
50
$11.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
46New |
$9.68K - $11.8K
|
46
$10.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
46+ 0.92% |
$9.68K - $11.8K
|
5.03K
$1.12M
|