Purchases and Sales Made in Q4 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 Q4 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
Jan 17, 2025 Q4 2024
Marks Wealth, LLC

BUY
 -
139K
New
$29.2M - $35.7M
139K $36.5M
Jan 06, 2025 Q4 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
34.7K
New
$7.31M - $8.93M
34.7K $9.13M
Jan 24, 2025 Q4 2024
Spire Wealth Management

BUY
 -
12.9K
New
$2.73M - $3.33M
12.9K $3.41M
Jan 22, 2025 Q4 2024
Union Bancaire Privee, Ubp Sa

Geneva 1, V8
BUY
 -
12.3K
New
$2.58M - $3.16M
12.3K $3.23M
Jan 27, 2025 Q4 2024
Win Advisors, Inc

BUY
 -
8.4K
New
$1.77M - $2.16M
8.4K $2.21M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
5.88K
+ 200.99%
$1.24M - $1.51M
8.81K $2.32M
Jan 22, 2025 Q4 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
5.21K
+ 6.33%
$1.1M - $1.34M
87.5K $23M
Jan 23, 2025 Q4 2024
Clear Creek Financial Management, LLC

BUY
 -
4.84K
+ 123.91%
$1.02M - $1.24M
8.74K $2.3M
Jan 24, 2025 Q4 2024
Hfg Advisors, Inc.

BUY
 -
4.05K
+ 278.66%
$852K - $1.04M
5.5K $1.45M
Jan 08, 2025 Q4 2024
Worth Asset Management, LLC

BUY
 -
3.8K
+ 220.42%
$800K - $978K
5.52K $1.45M
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
3.24K
+ 3.43%
$682K - $833K
97.8K $25.7M
Jan 30, 2025 Q4 2024
Puff Wealth Management, LLC

Haddonfield, NJ
BUY
 -
2.53K
New
$533K - $651K
2.53K $666K
Jan 13, 2025 Q4 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
2.28K
New
$480K - $587K
2.28K $600K
Jan 10, 2025 Q4 2024
Hbw Advisory Services LLC

BUY
 -
1.76K
New
$370K - $452K
1.76K $462K
Jan 27, 2025 Q4 2024
Stratos Wealth Advisors, LLC

BUY
 -
1.64K
+ 84.58%
$344K - $421K
3.57K $938K
Jan 29, 2025 Q4 2024
Ridgeline Wealth Planning, LLC

Centerville, OH
BUY
 -
1.63K
New
$342K - $419K
1.63K $428K
Jan 13, 2025 Q4 2024
Ewg Elevate Inc.

BUY
 -
1.54K
New
$325K - $397K
1.54K $406K
Jan 24, 2025 Q4 2024
Q3 Asset Management

BUY
 -
1.5K
New
$315K - $385K
1.5K $394K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.48K
+ 16.57%
$312K - $381K
10.4K $2.74M
Jan 23, 2025 Q4 2024
Strategic Wealth Investment Group, LLC

BUY
 -
1.42K
New
$299K - $366K
1.42K $374K
Jan 15, 2025 Q4 2024
Howard Financial Services, Ltd.

BUY
 -
1.39K
New
$292K - $357K
1.39K $364K
Jan 27, 2025 Q4 2024
Rik Saylor Financial, Inc.

Fairfield, OH
BUY
 -
1.17K
New
$247K - $302K
1.17K $308K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1.14K
+ 87.8%
$239K - $292K
2.43K $640K
Jan 21, 2025 Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.01K
New
$213K - $260K
1.01K $266K
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 -
1.01K
+ 73.52%
$212K - $259K
2.38K $626K
Jan 13, 2025 Q4 2024
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
994
+ 23.55%
$209K - $256K
5.22K $1.37M
Jan 21, 2025 Q4 2024
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
931
New
$196K - $239K
931 $245K
Jan 24, 2025 Q4 2024
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
887
New
$187K - $228K
887 $233K
Jan 24, 2025 Q4 2024
Baltimore Washington Financial Advisors, Inc.

BUY
 -
884
New
$186K - $227K
884 $232K
Jan 24, 2025 Q4 2024
Brio Consultants, LLC

BUY
 -
880
New
$185K - $226K
880 $231K
Jan 13, 2025 Q4 2024
Catalyst Private Wealth, LLC

BUY
 -
858
New
$181K - $221K
858 $226K
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
551
+ 11.51%
$116K - $142K
5.34K $1.4M
Jan 17, 2025 Q4 2024
Global Trust Asset Management, LLC

BUY
 -
510
+ 510.0%
$107K - $131K
610 $160K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
483
+ 6900.0%
$102K - $124K
490 $129K
Jan 16, 2025 Q4 2024
Tudor Financial Inc.

Dayton, OH
BUY
 -
454
+ 8.68%
$95.6K - $117K
5.69K $1.49M
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
400
+ 13.13%
$84.2K - $103K
3.45K $906K
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
398
New
$83.8K - $102K
398 $105K
Jan 21, 2025 Q4 2024
Juncture Wealth Strategies, LLC

BUY
 -
351
+ 3.84%
$73.9K - $90.3K
9.48K $2.49M
Jan 28, 2025 Q4 2024
Stephens Inc

BUY
 -
345
+ 1.74%
$72.6K - $88.7K
20.2K $5.3M
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
290
New
$61K - $74.6K
290 $76.3K
Jan 30, 2025 Q4 2024
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
284
+ 3.2%
$59.8K - $73.1K
9.16K $2.41M
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
272
+ 1.98%
$57.3K - $70K
14K $3.69M
Jan 30, 2025 Q4 2024
Csenge Advisory Group

BUY
 -
269
+ 28.17%
$56.6K - $69.2K
1.22K $322K
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
268
+ 4.52%
$56.4K - $68.9K
6.2K $1.63M
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
258
+ 0.83%
$54.3K - $66.4K
31.4K $8.25M
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
250
New
$52.6K - $64.3K
250 $65.7K
Jan 14, 2025 Q4 2024
Accurate Wealth Management, LLC

BUY
 -
246
+ 20.99%
$51.8K - $63.3K
1.42K $373K
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

BUY
 -
242
New
$50.9K - $62.3K
242 $63.6K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
216
+ 1.65%
$45.5K - $55.6K
13.3K $3.51M

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