Purchases and Sales Made in Q1 2024 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR FD DOW JONES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.14K- 6.92% |
$382K - $441K
|
28.7K
$7.55M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.15K- 1.21% |
$385K - $444K
|
175K
$46.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-2.32K- 51.0% |
$416K - $479K
|
2.23K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.42KClosed |
$433K - $499K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.6K- 19.21% |
$465K - $536K
|
10.9K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.3K- 11.91% |
$590K - $680K
|
24.4K
$6.41M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.66K- 59.81% |
$655K - $755K
|
2.46K
$647K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.11K- 2.26% |
$737K - $849K
|
178K
$46.9M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.3K- 50.59% |
$770K - $887K
|
4.2K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.81K- 51.62% |
$861K - $992K
|
4.51K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.06K- 2.24% |
$905K - $1.04M
|
221K
$58M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-5.14K- 43.08% |
$920K - $1.06M
|
6.79K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.18K- 8.56% |
$927K - $1.07M
|
55.3K
$14.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.31K- 63.67% |
$951K - $1.1M
|
3.03K
$797K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.31K- 16.44% |
$951K - $1.1M
|
27K
$7.1M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.47K- 25.6% |
$979K - $1.13M
|
15.9K
$4.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.36K- 84.43% |
$1.14M - $1.31M
|
1.17K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.55K- 10.4% |
$1.17M - $1.35M
|
56.5K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.23K- 85.67% |
$1.29M - $1.49M
|
1.21K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.35K- 3.55% |
$1.32M - $1.52M
|
200K
$52.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
SELL
|
- |
-8.71K- 86.87% |
$1.56M - $1.8M
|
1.32K
$346K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-10.4K- 24.25% |
$1.87M - $2.15M
|
32.6K
$8.56M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.8K- 89.84% |
$1.93M - $2.22M
|
1.22K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.2K- 31.81% |
$2.19M - $2.52M
|
26.2K
$6.88M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.5K- 24.79% |
$2.23M - $2.58M
|
37.9K
$9.96M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.4K- 67.76% |
$2.39M - $2.75M
|
6.35K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.5K- 17.63% |
$3.14M - $3.62M
|
81.9K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.3K- 51.61% |
$3.28M - $3.78M
|
17.2K
$4.52M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-21.3K- 2.0% |
$3.81M - $4.39M
|
1.05M
$275M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-21.4K- 98.21% |
$3.83M - $4.41M
|
389
$102K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.8K- 7.48% |
$4.26M - $4.91M
|
294K
$77.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.5K- 4.73% |
$4.39M - $5.05M
|
494K
$130M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-27.4K- 47.19% |
$4.9M - $5.65M
|
30.6K
$8.06M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-30.5K- 85.99% |
$5.47M - $6.3M
|
4.98K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.1K- 17.51% |
$5.74M - $6.61M
|
151K
$39.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.8K- 4.93% |
$10.3M - $11.9M
|
1.11M
$293M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-145K- 16.27% |
$26M - $29.9M
|
747K
$196M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-177K- 57.8% |
$31.8M - $36.6M
|
130K
$34.1M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-266K- 46.47% |
$47.5M - $54.8M
|
306K
$80.4M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-689K- 99.48% |
$123M - $142M
|
3.63K
$953K
|