Latest Institutional Transactions on First Tr Exchange Traded Fd (EDOW)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd (EDOW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.33K+ 6.12% |
$305K - $337K
|
162K
$5.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62.2K- 80.57% |
$2.04M - $2.24M
|
15K
$553K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
15.9KNew |
$520K - $573K
|
15.9K
$585K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-380K- 83.34% |
$12.5M - $13.7M
|
76K
$2.8M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.4K+ 191.16% |
$731K - $768K
|
34K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
896+ 9.46% |
$29.3K - $30.8K
|
10.4K
$382K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.4KNew |
$1.35M - $1.42M
|
41.4K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
167New |
$5.46K - $5.73K
|
167
$6.15K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.1K- 61.4% |
$329K - $345K
|
6.32K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
206+ 0.75% |
$6.74K - $7.07K
|
27.7K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.98KNew |
$64.6K - $67.9K
|
1.98K
$72.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-450- 56.96% |
$14.7K - $15.5K
|
340
$12.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.5K- 18.45% |
$81.7K - $85.8K
|
11K
$407K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
660New |
$21.6K - $22.7K
|
660
$24.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.91KNew |
$128K - $134K
|
3.91K
$144K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
68.3KNew |
$2.23M - $2.35M
|
68.3K
$2.52M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$6.54K - $6.87K
|
200
$7.37K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.15% |
$32.7 - $34.3
|
88
$3.24K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17K+ 7.89% |
$547K - $587K
|
233K
$8.59M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
826New |
$26.5K - $28.4K
|
826
$30.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3KNew |
$651K - $698K
|
20.3K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-989- 8.39% |
$31.8K - $34.1K
|
10.8K
$398K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.65K- 96.16% |
$85.2K - $91.3K
|
106
$3.91K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-351- 42.6% |
$11.3K - $12.1K
|
473
$17.4K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132New |
$4.24K - $4.55K
|
132
$4.86K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.1K+ 49.98% |
$196K - $210K
|
18.3K
$674K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
52+ 0.8% |
$1.67K - $1.79K
|
6.52K
$240K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 12.9% |
$385 - $413
|
81
$2.98K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
82.7K+ 53.14% |
$2.32M - $2.71M
|
238K
$8.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
359New |
$10.1K - $11.8K
|
359
$13.2K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-372K- 92.57% |
$10.5M - $12.2M
|
29.9K
$1.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.33KNew |
$234K - $273K
|
8.33K
$307K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.25K- 9.59% |
$36.3K - $38.9K
|
11.8K
$435K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.04K- 38.03% |
$175K - $187K
|
9.84K
$363K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-11.3KClosed |
$325K - $344K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7.18KNew |
$206K - $218K
|
7.18K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.7K+ 26.5% |
$335K - $355K
|
55.7K
$2.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 33.33% |
$8.62K - $9.13K
|
600
$22.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
9.52KNew |
$273K - $290K
|
9.52K
$351K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$28.7 - $30.4
|
1
$36.9
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
350+ 25.11% |
$9.88K - $10.6K
|
1.74K
$64.3K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.5KNew |
$381K - $407K
|
13.5K
$497K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.38KNew |
$124K - $132K
|
4.38K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
217New |
$6.13K - $6.55K
|
217
$8K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.43KNew |
$40.4K - $43.1K
|
1.43K
$52.7K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-262- 1.79% |
$7.4K - $7.91K
|
14.4K
$530K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-77- 22.99% |
$1.94K - $2.31K
|
258
$9.51K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
48KNew |
$1.21M - $1.44M
|
48K
$1.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-180- 4.35% |
$4.54K - $5.41K
|
3.96K
$146K
|
|