Purchases and Sales Made in Q4 2024 in First Tr Fd Dow Jones (FDN)
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 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-21- 0.53% |
$4.42K - $5.4K
|
3.91K
$944K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 8.4% |
$4.42K - $5.4K
|
229
$55.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.38% |
$4.63K - $5.66K
|
5.8K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-23- 0.69% |
$4.84K - $5.92K
|
3.33K
$805K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-24- 1.83% |
$5.05K - $6.17K
|
1.29K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-25- 1.03% |
$5.26K - $6.43K
|
2.41K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-27- 2.71% |
$5.68K - $6.95K
|
970
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30- 0.7% |
$6.32K - $7.72K
|
4.27K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-31- 0.98% |
$6.53K - $7.97K
|
3.14K
$759K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.84% |
$6.53K - $7.97K
|
1.65K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-34- 0.6% |
$7.16K - $8.75K
|
5.6K
$1.35M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-35- 0.84% |
$7.37K - $9K
|
4.13K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-35- 1.61% |
$7.37K - $9K
|
2.14K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35- 2.01% |
$7.37K - $9K
|
1.71K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-36- 1.64% |
$7.58K - $9.26K
|
2.15K
$520K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-37- 0.63% |
$7.79K - $9.52K
|
5.81K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-38- 1.25% |
$8K - $9.78K
|
3K
$724K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-39- 2.37% |
$8.21K - $10K
|
1.61K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-40- 10.87% |
$8.42K - $10.3K
|
328
$79.2K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-41- 2.24% |
$8.63K - $10.5K
|
1.79K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42- 0.71% |
$8.84K - $10.8K
|
5.85K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-45- 1.65% |
$9.47K - $11.6K
|
2.69K
$648K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-45- 0.95% |
$9.47K - $11.6K
|
4.7K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-48- 1.34% |
$10.1K - $12.3K
|
3.53K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-48- 4.6% |
$10.1K - $12.3K
|
996
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 1.28% |
$10.5K - $12.9K
|
3.87K
$933K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-50- 2.87% |
$10.5K - $12.9K
|
1.69K
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-51- 2.73% |
$10.7K - $13.1K
|
1.81K
$438K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-53- 10.21% |
$11.2K - $13.6K
|
466
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-54- 4.09% |
$11.4K - $13.9K
|
1.27K
$305K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-60- 0.2% |
$12.6K - $15.4K
|
29.9K
$7.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 50.0% |
$12.6K - $15.4K
|
60
$14.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-64- 3.62% |
$13.5K - $16.5K
|
1.71K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-71- 6.25% |
$14.9K - $18.3K
|
1.07K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-76- 5.97% |
$16K - $19.6K
|
1.2K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77- 3.75% |
$16.2K - $19.8K
|
1.98K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-81- 5.57% |
$17.1K - $20.8K
|
1.37K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-86- 3.31% |
$18.1K - $22.1K
|
2.51K
$607K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-89- 3.33% |
$18.7K - $22.9K
|
2.59K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-90- 0.62% |
$18.9K - $23.2K
|
14.4K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-100- 8.14% |
$21.1K - $25.7K
|
1.13K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-100- 5.88% |
$21.1K - $25.7K
|
1.6K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-100- 2.05% |
$21.1K - $25.7K
|
4.78K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-100- 6.88% |
$21.1K - $25.7K
|
1.35K
$327K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-101- 7.56% |
$21.3K - $26K
|
1.24K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-104- 5.38% |
$21.9K - $26.8K
|
1.83K
$441K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-106- 1.37% |
$22.3K - $27.3K
|
7.63K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-109- 0.88% |
$22.9K - $28K
|
12.3K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-112- 4.43% |
$23.6K - $28.8K
|
2.42K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-113- 4.31% |
$23.8K - $29.1K
|
2.51K
$605K
|