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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.53K- 1.79% |
$533K - $652K
|
139K
$33.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 85.99% |
$543K - $663K
|
420
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.77K- 4.18% |
$582K - $712K
|
63.4K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.89K- 22.52% |
$608K - $743K
|
9.94K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.05K- 34.29% |
$643K - $785K
|
5.85K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.07K- 41.32% |
$646K - $790K
|
4.36K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.15K- 29.61% |
$663K - $811K
|
7.49K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.27K- 99.91% |
$688K - $841K
|
3
$724
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.36K- 8.55% |
$708K - $865K
|
36K
$8.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.36K- 3.45% |
$708K - $865K
|
94.2K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.74K- 15.13% |
$997K - $1.22M
|
26.6K
$6.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.14K- 83.18% |
$1.08M - $1.32M
|
1.04K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.35K- 36.14% |
$1.13M - $1.38M
|
9.45K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.47K- 50.87% |
$1.15M - $1.41M
|
5.28K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.55K- 29.69% |
$1.17M - $1.43M
|
13.1K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-5.58K- 75.55% |
$1.18M - $1.44M
|
1.81K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.62K- 32.14% |
$1.18M - $1.45M
|
11.9K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-6.17K- 53.23% |
$1.3M - $1.59M
|
5.42K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.67K- 31.43% |
$1.4M - $1.71M
|
14.5K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.9K- 9.93% |
$1.45M - $1.77M
|
62.6K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-7.29K- 4.48% |
$1.53M - $1.87M
|
155K
$37.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.81K- 9.43% |
$1.86M - $2.27M
|
84.6K
$20.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9.1K- 17.34% |
$1.92M - $2.34M
|
43.4K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.6K- 27.01% |
$2.43M - $2.97M
|
31.2K
$7.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
SELL
|
- |
-13.7K- 59.6% |
$2.88M - $3.52M
|
9.28K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-14K- 92.12% |
$2.94M - $3.59M
|
1.19K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-15.5K- 10.11% |
$3.27M - $4M
|
138K
$33.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-16.1K- 15.08% |
$3.39M - $4.14M
|
90.6K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.6K- 43.61% |
$4.13M - $5.05M
|
25.4K
$6.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.4K- 13.27% |
$4.92M - $6.01M
|
153K
$36.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28K- 66.0% |
$5.89M - $7.19M
|
14.4K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.9K- 12.83% |
$6.5M - $7.95M
|
210K
$50.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.4K- 8.18% |
$7.45M - $9.11M
|
398K
$96M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-52.2K- 74.25% |
$11M - $13.4M
|
18.1K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-397K- 10.43% |
$83.5M - $102M
|
3.41M
$823M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-886K- 99.53% |
$187M - $228M
|
4.18K
$1.01M
|