Purchases and Sales Made in Q1 2025 in First Tr ETF Ii Dow Jones (FDNI)
This table provides information about the institutional ownership of First Tr ETF Ii Dow Jones (FDNI) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR ETF II DOW JONES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.8K+ 46.26% |
$1.14M - $1.47M
|
139K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25KNew |
$648K - $837K
|
25K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
22.2KNew |
$576K - $744K
|
22.2K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.3KNew |
$449K - $580K
|
17.3K
$558K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
11.4KNew |
$297K - $383K
|
11.4K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2KNew |
$289K - $374K
|
11.2K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
8.67K+ 14.12% |
$225K - $291K
|
70.1K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
7.71KNew |
$200K - $259K
|
7.71K
$249K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.66K+ 1.88% |
$121K - $156K
|
252K
$8.14M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 19.5% |
$1.01K - $1.31K
|
239
$7.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$571 - $737
|
22
$709
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$25.9 - $33.5
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-55- 0.64% |
$1.43K - $1.84K
|
8.5K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.29K- 1.94% |
$33.5K - $43.3K
|
65.5K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.48K- 99.84% |
$64.3K - $83.1K
|
4
$129
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.49K- 45.94% |
$64.6K - $83.4K
|
2.93K
$94.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.88K- 28.23% |
$74.8K - $96.6K
|
7.33K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.7K- 6.19% |
$96K - $124K
|
56.1K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.1K- 46.62% |
$184K - $238K
|
8.13K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.7K- 63.85% |
$460K - $594K
|
10K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-24.5K- 12.07% |
$635K - $821K
|
178K
$5.75M
|