Purchases and Sales Made in Q2 2024 in First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q2 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
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
1.93K
New
$373K - $402K
1.93K $452K
Jul 12, 2024 Q2 2024
Wealth Management Partners, LLC

BUY
 -
1.89K
+ 5.84%
$365K - $393K
34.3K $8.02M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
1.83K
+ 10.65%
$353K - $380K
19K $4.45M
Jul 22, 2024 Q2 2024
Signal Point Asset Management, LLC

BUY
 -
1.75K
New
$338K - $364K
1.75K $410K
Aug 07, 2024 Q2 2024
Eagle Strategies LLC

New York, NY
BUY
 -
1.72K
New
$332K - $357K
1.72K $403K
Jul 31, 2024 Q2 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
1.7K
+ 2.13%
$328K - $353K
81.4K $19.1M
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.67K
+ 7.51%
$322K - $347K
23.9K $5.59M
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
1.57K
+ 4.36%
$303K - $327K
37.6K $8.82M
Aug 12, 2024 Q2 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1.53K
New
$294K - $317K
1.53K $357K
Aug 13, 2024 Q2 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
1.41K
+ 63.44%
$272K - $293K
3.64K $851K
Aug 13, 2024 Q2 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1.37K
New
$264K - $285K
1.37K $321K
Jul 12, 2024 Q2 2024
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1.32K
+ 53.56%
$254K - $274K
3.78K $884K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
1.29K
New
$249K - $268K
1.29K $302K
Aug 14, 2024 Q2 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.28K
New
$247K - $266K
1.28K $300K
Aug 13, 2024 Q2 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
1.24K
New
$240K - $258K
1.24K $291K
Aug 12, 2024 Q2 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
1.21K
+ 3.19%
$233K - $251K
39.1K $9.15M
Jul 23, 2024 Q2 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
1.19K
New
$229K - $247K
1.19K $278K
Aug 13, 2024 Q2 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
1.14K
New
$221K - $238K
1.14K $268K
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
1.14K
+ 7.72%
$219K - $236K
15.9K $3.71M
Aug 13, 2024 Q2 2024
Petix & Botte CO

BUY
 -
1.14K
New
$219K - $236K
1.14K $266K
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.12K
+ 1.08%
$215K - $232K
105K $24.5M
Jul 23, 2024 Q2 2024
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
1.1K
New
$211K - $228K
1.1K $256K
Aug 13, 2024 Q2 2024
Trexquant Investment LP

Stamford, CT
BUY
 -
1.07K
+ 49.22%
$206K - $222K
3.23K $757K
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.04K
+ 2.78%
$201K - $217K
38.5K $9.02M
Aug 14, 2024 Q2 2024
Globalt Investments LLC / Ga

Atlanta, GA
BUY
 -
1K
New
$193K - $208K
1K $234K
Aug 05, 2024 Q2 2024
Peterson Wealth Management

BUY
 -
870
+ 7.64%
$168K - $181K
12.3K $2.87M
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
800
+ 6.79%
$154K - $166K
12.6K $2.95M
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
759
+ 3.39%
$146K - $158K
23.1K $5.42M
Aug 02, 2024 Q2 2024
Founders Financial Securities LLC

BUY
 -
710
+ 64.6%
$137K - $148K
1.81K $424K
Aug 14, 2024 Q2 2024
Northern Trust Corp

Chicago, IL
BUY
 -
611
+ 33.33%
$118K - $127K
2.44K $572K
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
604
+ 1.23%
$117K - $126K
49.5K $11.6M
Aug 13, 2024 Q2 2024
Strategic Wealth Investment Group, LLC

BUY
 -
602
+ 27.15%
$116K - $125K
2.82K $660K
Jul 23, 2024 Q2 2024
Allworth Financial LP

BUY
 -
568
+ 51.22%
$110K - $118K
1.68K $393K
Aug 14, 2024 Q2 2024
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
557
+ 2.31%
$107K - $116K
24.6K $5.77M
Aug 14, 2024 Q2 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
516
+ 2.0%
$99.5K - $107K
26.3K $6.16M
Aug 16, 2024 Q2 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
512
+ 3.5%
$98.8K - $106K
15.1K $3.54M
Jul 30, 2024 Q2 2024
Wmg Financial Advisors, LLC

BUY
 -
510
+ 8.84%
$98.4K - $106K
6.28K $1.47M
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
505
+ 6.74%
$97.4K - $105K
7.99K $1.87M
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
501
+ 2.2%
$96.6K - $104K
23.2K $5.44M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
484
+ 13.35%
$93.4K - $101K
4.11K $962K
Aug 13, 2024 Q2 2024
Concentrum Wealth Management

BUY
 -
476
+ 9.58%
$91.8K - $98.9K
5.45K $1.28M
Jul 23, 2024 Q2 2024
Wespac Advisors So Cal, LLC

BUY
 -
454
+ 9.56%
$87.6K - $94.4K
5.2K $1.22M
Jul 17, 2024 Q2 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
431
+ 7.04%
$83.1K - $89.6K
6.56K $1.54M
Jul 25, 2024 Q2 2024
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
422
+ 6.14%
$81.4K - $87.7K
7.29K $1.71M
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
417
+ 12.13%
$80.4K - $86.7K
3.86K $903K
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
400
+ 1428.57%
$77.2K - $83.1K
428 $100K
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
396
+ 63.67%
$76.4K - $82.3K
1.02K $238K
Aug 07, 2024 Q2 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
394
+ 8.23%
$76K - $81.9K
5.18K $1.21M
Aug 12, 2024 Q2 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
350
+ 2.28%
$67.5K - $72.7K
15.7K $3.68M

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