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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$3.53K - $3.8K
|
100
$3.87K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.11K+ 9.79% |
$180K - $194K
|
57.4K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-35K- 46.03% |
$1.24M - $1.33M
|
41K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
603+ 7.64% |
$21.3K - $22.9K
|
8.5K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.83KNew |
$64.5K - $69.5K
|
1.83K
$70.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
186KNew |
$6.58M - $7.09M
|
186K
$7.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
453New |
$16K - $17.2K
|
453
$17.5K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15+ 0.19% |
$529 - $570
|
7.8K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-387- 1.9% |
$13.7K - $14.7K
|
19.9K
$772K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7+ 0.07% |
$247 - $266
|
9.53K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2K- 39.82% |
$70.6K - $76K
|
3.02K
$117K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-18- 0.11% |
$635 - $684
|
15.9K
$614K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.53KNew |
$195K - $210K
|
5.53K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
26+ 0.4% |
$918 - $989
|
6.5K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.25% |
$671 - $722
|
7.66K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
958+ 2.02% |
$33.8K - $36.4K
|
48.4K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1New |
$35.3 - $38
|
1
$38.7
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.54KNew |
$231K - $249K
|
6.54K
$253K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.65KNew |
$316K - $348K
|
9.65K
$374K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.5K- 35.13% |
$410K - $452K
|
23.1K
$895K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.4K- 9.6% |
$340K - $375K
|
97.8K
$3.79M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22.4K+ 191.16% |
$731K - $768K
|
34K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.4KNew |
$1.35M - $1.42M
|
41.4K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
896+ 9.46% |
$29.3K - $30.8K
|
10.4K
$401K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
206+ 0.75% |
$6.74K - $7.07K
|
27.7K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
167New |
$5.46K - $5.73K
|
167
$6.46K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-10.1K- 61.4% |
$329K - $345K
|
6.32K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.98KNew |
$64.6K - $67.9K
|
1.98K
$76.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-450- 56.96% |
$14.7K - $15.5K
|
340
$13.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2.5K- 18.45% |
$81.7K - $85.8K
|
11K
$427K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
68.3KNew |
$2.23M - $2.35M
|
68.3K
$2.64M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.15% |
$32.7 - $34.3
|
88
$3.41K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$6.54K - $6.87K
|
200
$7.74K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17K+ 7.89% |
$547K - $587K
|
233K
$9.02M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
826New |
$26.5K - $28.4K
|
826
$32K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-989- 8.39% |
$31.8K - $34.1K
|
10.8K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3KNew |
$651K - $698K
|
20.3K
$785K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-351- 42.6% |
$11.3K - $12.1K
|
473
$18.3K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.1K+ 49.98% |
$196K - $210K
|
18.3K
$708K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
52+ 0.8% |
$1.67K - $1.79K
|
6.52K
$252K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
82.7K+ 53.14% |
$2.32M - $2.71M
|
238K
$9.22M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-372K- 92.57% |
$10.5M - $12.2M
|
29.9K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.33KNew |
$234K - $273K
|
8.33K
$322K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.25K- 9.59% |
$36.3K - $38.9K
|
11.8K
$457K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.04K- 38.03% |
$175K - $187K
|
9.84K
$381K
|
|
| 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
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.7K+ 26.5% |
$335K - $355K
|
55.7K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 33.33% |
$8.62K - $9.13K
|
600
$23.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$28.7 - $30.4
|
1
$38.7
|
|