Purchases and Sales Made in Q1 2024 in First Tr Exchange Traded Fd (EDOW)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd (EDOW) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
241KNew |
$7.73M - $8.29M
|
241K
$8.91M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
145K+ 273.96% |
$4.66M - $5M
|
198K
$7.34M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
103KNew |
$3.32M - $3.56M
|
103K
$3.83M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61.2K+ 447.42% |
$1.97M - $2.11M
|
74.9K
$2.77M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.1K+ 167.38% |
$1.06M - $1.14M
|
52.9K
$1.96M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.1K+ 133.05% |
$998K - $1.07M
|
54.4K
$2.02M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.3KNew |
$651K - $698K
|
20.3K
$751K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.6K+ 58.58% |
$598K - $641K
|
50.4K
$1.87M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17K+ 7.89% |
$547K - $587K
|
233K
$8.63M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.4KNew |
$526K - $564K
|
16.4K
$606K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.8K+ 105.77% |
$444K - $476K
|
26.9K
$995K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 10.0% |
$425K - $456K
|
146K
$5.39M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
11.7KNew |
$376K - $403K
|
11.7K
$433K
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.5K+ 3.55% |
$371K - $397K
|
337K
$12.5M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.66KNew |
$310K - $333K
|
9.66K
$358K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.1K+ 49.98% |
$196K - $210K
|
18.3K
$678K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4.27K+ 71100.0% |
$137K - $147K
|
4.27K
$158K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.45K+ 0.38% |
$111K - $119K
|
911K
$33.8M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.14K+ 13.36% |
$68.6K - $73.5K
|
18.1K
$671K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.42K+ 18.84% |
$45.7K - $49K
|
8.97K
$332K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.18K+ 11.12% |
$37.9K - $40.6K
|
11.8K
$436K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
918+ 9.42% |
$29.5K - $31.6K
|
10.7K
$395K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
826New |
$26.5K - $28.4K
|
826
$30.6K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
613+ 1.26% |
$19.7K - $21.1K
|
49.4K
$1.83M
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
564+ 3.9% |
$18.1K - $19.4K
|
15K
$556K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
363+ 1.34% |
$11.7K - $12.5K
|
27.5K
$1.02M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
341+ 3.09% |
$11K - $11.7K
|
11.4K
$421K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132New |
$4.24K - $4.55K
|
132
$4.89K
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
66+ 1.04% |
$2.12K - $2.27K
|
6.42K
$238K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
52+ 0.8% |
$1.67K - $1.79K
|
6.52K
$242K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
50+ 0.57% |
$1.61K - $1.72K
|
8.78K
$325K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 0.26% |
$642 - $689
|
7.74K
$287K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.26% |
$642 - $689
|
7.6K
$281K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15+ 0.15% |
$482 - $517
|
9.76K
$361K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15+ 0.16% |
$482 - $517
|
9.47K
$351K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 0.35% |
$225 - $241
|
2K
$74.1K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 6.1% |
$161 - $172
|
87
$3.22K
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
2+ 0.02% |
$64.2 - $68.9
|
8.74K
$324K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 12.9% |
$385 - $413
|
81
$3K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-314- 1.8% |
$10.1K - $10.8K
|
17.1K
$633K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-351- 42.6% |
$11.3K - $12.1K
|
473
$17.5K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-989- 8.39% |
$31.8K - $34.1K
|
10.8K
$400K
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.09K- 10.05% |
$35K - $37.5K
|
9.76K
$362K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.58K- 15.56% |
$50.9K - $54.6K
|
8.59K
$318K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.08K- 9.16% |
$66.7K - $71.5K
|
20.6K
$763K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.53K- 82.5% |
$81.2K - $87K
|
536
$19.9K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.65K- 96.16% |
$85.2K - $91.3K
|
106
$3.93K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.85K- 5.5% |
$156K - $167K
|
83.2K
$3.08M
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-5.1K- 27.36% |
$164K - $176K
|
13.5K
$501K
|