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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
169+ 1.25% |
$4.19K - $5.07K
|
13.7K
$501K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.43KNew |
$209K - $253K
|
8.43K
$308K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.5KNew |
$40.3K - $47.1K
|
1.5K
$54.8K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-48.2KClosed |
$1.29M - $1.51M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.86K- 14.97% |
$130K - $153K
|
27.6K
$1.01M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-105Closed |
$2.82K - $3.29K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.36KNew |
$63.3K - $74K
|
2.36K
$86.2K
|
|
Q1 2022 | |||||||
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.69KClosed |
$49.8K - $54.5K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-343Closed |
$10.1K - $11.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.98KNew |
$236K - $257K
|
7.98K
$292K
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
32.3KNew |
$954K - $1.04M
|
32.3K
$1.18M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-327Closed |
$9.66K - $10.6K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-237Closed |
$7K - $7.65K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-239Closed |
$7.06K - $7.71K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-50.1KClosed |
$1.49M - $1.6M
|
0
$0
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.2K- 11.17% |
$450K - $484K
|
121K
$4.41M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
600New |
$17.8K - $19.1K
|
600
$21.9K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-4.49KClosed |
$135K - $141K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.73KClosed |
$260K - $289K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.1KClosed |
$396K - $465K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
159New |
$3.68K - $4.32K
|
159
$5.81K
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-310Closed |
$7.12K - $7.95K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.39K+ 240.07% |
$26.9K - $35.4K
|
1.97K
$72K
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-217KClosed |
$3.84M - $5.79M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-9.95KClosed |
$176K - $265K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 08, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.4KClosed |
$530K - $586K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-20.5KClosed |
$485K - $536K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-110Closed |
$2.6K - $2.88K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.29KClosed |
$30.5K - $33.8K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.1KClosed |
$536K - $579K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.1KClosed |
$304K - $328K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-52.9KClosed |
$1.21M - $1.3M
|
0
$0
|