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 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-416- 23.94% |
$87.6K - $107K
|
1.32K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-450- 5.73% |
$94.7K - $116K
|
7.4K
$1.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-454- 78.55% |
$95.6K - $117K
|
124
$29.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-455- 2.07% |
$95.8K - $117K
|
21.5K
$5.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-456- 5.65% |
$96K - $117K
|
7.61K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-459- 18.09% |
$96.6K - $118K
|
2.08K
$502K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-466- 3.5% |
$98.1K - $120K
|
12.8K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-484- 3.38% |
$102K - $125K
|
13.8K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-493- 1.97% |
$104K - $127K
|
24.5K
$5.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-529- 15.71% |
$111K - $136K
|
2.84K
$685K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-570- 0.88% |
$120K - $147K
|
64.2K
$15.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-571- 1.49% |
$120K - $147K
|
37.6K
$9.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-583- 4.6% |
$123K - $150K
|
12.1K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-596- 9.6% |
$125K - $153K
|
5.62K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-624- 6.29% |
$131K - $161K
|
9.3K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-634- 4.43% |
$133K - $163K
|
13.7K
$3.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-678- 2.02% |
$143K - $174K
|
32.9K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-701- 4.64% |
$148K - $180K
|
14.4K
$3.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-718- 20.64% |
$151K - $185K
|
2.76K
$666K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-734- 12.82% |
$155K - $189K
|
4.99K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-769- 24.91% |
$162K - $198K
|
2.32K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-807- 21.32% |
$170K - $208K
|
2.98K
$719K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-820- 2.97% |
$173K - $211K
|
26.8K
$6.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-834- 29.98% |
$176K - $215K
|
1.95K
$470K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-919- 8.24% |
$193K - $236K
|
10.2K
$2.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-977- 95.69% |
$206K - $251K
|
44
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1K- 39.31% |
$211K - $258K
|
1.55K
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1K- 5.84% |
$211K - $258K
|
16.2K
$3.91M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.01K- 22.24% |
$213K - $260K
|
3.53K
$853K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.05K- 30.77% |
$220K - $269K
|
2.36K
$569K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-1.06K- 4.34% |
$222K - $271K
|
23.3K
$5.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.06K- 4.06% |
$223K - $273K
|
25.1K
$6.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.11K- 3.09% |
$234K - $287K
|
34.9K
$8.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.19K- 27.82% |
$250K - $305K
|
3.08K
$743K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.2K- 6.58% |
$252K - $308K
|
17K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.2K- 10.01% |
$252K - $308K
|
10.8K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.24K- 13.0% |
$261K - $319K
|
8.31K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.46K- 22.85% |
$307K - $375K
|
4.93K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.46K- 14.68% |
$307K - $376K
|
8.49K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.52K- 12.0% |
$320K - $390K
|
11.1K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.67K- 66.37% |
$351K - $429K
|
845
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.73K- 50.01% |
$363K - $444K
|
1.72K
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.83K- 11.82% |
$385K - $470K
|
13.6K
$3.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.87K- 6.05% |
$393K - $480K
|
29K
$7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.88K- 56.08% |
$395K - $483K
|
1.47K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.99K- 1.98% |
$419K - $512K
|
98.4K
$23.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.26K- 2.62% |
$475K - $581K
|
83.8K
$20.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.28K- 15.32% |
$479K - $585K
|
12.6K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.41K- 55.38% |
$507K - $620K
|
1.94K
$469K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.52K- 2.22% |
$531K - $649K
|
111K
$26.8M
|