Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.9K+ 48.8% |
$1.47M - $1.74M
|
232K
$6.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
16.1KNew |
$313K - $370K
|
16.1K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 149.35% |
$296K - $350K
|
25.5K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.81K+ 2.37% |
$93.3K - $110K
|
208K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.67K+ 16.59% |
$90.5K - $107K
|
32.8K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.45K+ 2.97% |
$47.4K - $56.1K
|
84.9K
$2.3M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$29.1K - $34.4K
|
1.5K
$40.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5KNew |
$29.1K - $34.4K
|
1.5K
$40.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
778+ 7.69% |
$15.1K - $17.8K
|
10.9K
$295K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
690+ 34500.0% |
$13.4K - $15.8K
|
692
$18.8K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
632+ 2.48% |
$12.3K - $14.5K
|
26.1K
$707K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
294+ 2.9% |
$5.7K - $6.74K
|
10.4K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
200New |
$3.88K - $4.59K
|
200
$5.42K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
145New |
$2.81K - $3.32K
|
145
$3.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-108- 21.69% |
$2.09K - $2.48K
|
390
$10.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-802- 7.8% |
$15.6K - $18.4K
|
9.48K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-991- 88.8% |
$19.2K - $22.7K
|
125
$3.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.86K- 49.61% |
$36K - $42.6K
|
1.89K
$51.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.09K- 26.07% |
$79.2K - $93.7K
|
11.6K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-19.4K- 91.3% |
$377K - $446K
|
1.85K
$50.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30K- 29.43% |
$582K - $688K
|
72K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.5K- 53.65% |
$592K - $700K
|
26.4K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-46.4K- 61.74% |
$900K - $1.06M
|
28.8K
$780K
|