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 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-117- 5.77% |
$24.6K - $30.1K
|
1.91K
$462K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-118- 0.33% |
$24.8K - $30.4K
|
35.3K
$8.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-118- 2.59% |
$24.8K - $30.4K
|
4.43K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-119- 0.83% |
$25K - $30.6K
|
14.3K
$3.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-121- 3.26% |
$25.5K - $31.1K
|
3.59K
$868K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-125- 7.94% |
$26.3K - $32.2K
|
1.45K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-126- 47.01% |
$26.5K - $32.4K
|
142
$34.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-132- 8.58% |
$27.8K - $34K
|
1.41K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-135- 1.75% |
$28.4K - $34.7K
|
7.6K
$1.83M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-136- 10.89% |
$28.6K - $35K
|
1.11K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-138- 1.65% |
$29K - $35.5K
|
8.24K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-139- 12.82% |
$29.3K - $35.8K
|
945
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-150- 60.0% |
$31.6K - $38.6K
|
100
$24.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-150- 2.59% |
$31.6K - $38.6K
|
5.65K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-165- 1.56% |
$34.7K - $42.4K
|
10.4K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-177- 0.45% |
$37.3K - $45.5K
|
39.2K
$9.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-179- 72.76% |
$37.7K - $46K
|
67
$16.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-186- 12.49% |
$39.2K - $47.8K
|
1.3K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-188- 2.03% |
$39.6K - $48.4K
|
9.09K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-206- 11.43% |
$43.4K - $53K
|
1.6K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-208- 3.75% |
$43.8K - $53.5K
|
5.33K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-213- 13.65% |
$44.8K - $54.8K
|
1.35K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-218- 0.64% |
$45.9K - $56.1K
|
33.6K
$8.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-223- 3.95% |
$46.9K - $57.4K
|
5.43K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-224- 5.57% |
$47.2K - $57.6K
|
3.8K
$918K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-226- 8.6% |
$47.6K - $58.1K
|
2.4K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-234- 2.96% |
$49.3K - $60.2K
|
7.66K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-237- 3.25% |
$49.9K - $61K
|
7.06K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-237- 1.28% |
$49.9K - $61K
|
18.3K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-244- 2.45% |
$51.4K - $62.8K
|
9.73K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-247- 3.33% |
$52K - $63.5K
|
7.16K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-249- 4.27% |
$52.4K - $64.1K
|
5.58K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-250- 19.04% |
$52.6K - $64.3K
|
1.06K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-258- 4.04% |
$54.3K - $66.4K
|
6.13K
$1.48M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-278- 1.66% |
$58.5K - $71.5K
|
16.5K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-289- 6.59% |
$60.8K - $74.3K
|
4.1K
$989K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-295- 1.36% |
$62.1K - $75.9K
|
21.3K
$5.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-299- 22.23% |
$62.9K - $76.9K
|
1.05K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-317- 4.87% |
$66.7K - $81.5K
|
6.19K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-332- 0.74% |
$69.9K - $85.4K
|
44.6K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-332- 3.68% |
$69.9K - $85.4K
|
8.7K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-338- 0.69% |
$71.1K - $86.9K
|
48.6K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-342- 20.82% |
$72K - $88K
|
1.3K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-349- 10.39% |
$73.5K - $89.8K
|
3.01K
$727K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-360- 12.76% |
$75.8K - $92.6K
|
2.46K
$594K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-364- 30.41% |
$76.6K - $93.6K
|
833
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-382- 5.29% |
$80.4K - $98.3K
|
6.84K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-401- 11.25% |
$84.4K - $103K
|
3.16K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-404- 17.32% |
$85K - $104K
|
1.93K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-410- 4.71% |
$86.3K - $105K
|
8.3K
$2M
|