Purchases and Sales Made in Q2 2024 in First Trust Dividend Strength (FTDS)
This table provides information about the institutional ownership of First Trust Dividend Strength (FTDS) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST DIVIDEND STRENGTH .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 87.21% |
$726K - $764K
|
32.7K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 87.21% |
$726K - $764K
|
32.7K
$1.7M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.1KNew |
$578K - $608K
|
12.1K
$628K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.47KNew |
$213K - $224K
|
4.47K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.38K+ 61.85% |
$209K - $219K
|
11.5K
$594K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.86K+ 2.09% |
$136K - $143K
|
139K
$7.22M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.8KNew |
$85.6K - $90K
|
1.8K
$93.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09K+ 31.89% |
$52K - $54.7K
|
4.52K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
983New |
$46.8K - $49.3K
|
983
$50.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50+ 0.8% |
$2.38K - $2.51K
|
6.29K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
40+ 0.58% |
$1.91K - $2K
|
6.89K
$357K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4New |
$191 - $200
|
4
$207
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-4.72K- 19.87% |
$225K - $237K
|
19.1K
$987K
|