Purchases and Sales Made in Q4 2024 in First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

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 08, 2025 Q4 2024
Worth Asset Management, LLC

BUY
 -
3.8K
+ 220.42%
$800K - $978K
5.52K $1.33M
Feb 06, 2025 Q4 2024
Financial Services Advisory Inc

BUY
 -
3.74K
New
$788K - $963K
3.74K $904K
Feb 14, 2025 Q4 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
3.69K
+ 89.57%
$777K - $950K
7.81K $1.89M
Feb 13, 2025 Q4 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
3.43K
New
$723K - $883K
3.43K $829K
Feb 05, 2025 Q4 2024
Jones Financial Companies Lllp

BUY
 -
3.41K
+ 30.4%
$717K - $876K
14.6K $3.53M
Feb 13, 2025 Q4 2024
Advisory Services Network, LLC

BUY
 -
3.38K
+ 3.69%
$711K - $869K
95K $22.9M
Feb 04, 2025 Q4 2024
Holistic Financial Partners

BUY
 -
3.37K
New
$710K - $867K
3.37K $814K
Jan 30, 2025 Q4 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
3.27K
+ 13.7%
$687K - $840K
27.1K $6.54M
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
3.24K
+ 3.43%
$682K - $833K
97.8K $23.6M
Feb 14, 2025 Q4 2024
Topsail Wealth Management, LLC

Charlotte, NC
BUY
 -
3.12K
New
$656K - $801K
3.12K $752K
Feb 19, 2025 Q4 2024
Richmond Investment Services, LLC

Mequon, WI
BUY
 -
2.91K
New
$613K - $750K
2.91K $704K
Jan 30, 2025 Q4 2024
Puff Wealth Management, LLC

Haddonfield, NJ
BUY
 -
2.53K
New
$533K - $651K
2.53K $611K
Feb 07, 2025 Q4 2024
Pfg Advisors

BUY
 -
2.34K
+ 5.06%
$492K - $601K
48.5K $11.7M
Feb 14, 2025 Q4 2024
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
2.33K
New
$490K - $599K
2.33K $562K
Jan 13, 2025 Q4 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
2.28K
New
$480K - $587K
2.28K $551K
Feb 05, 2025 Q4 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
2.2K
New
$463K - $565K
2.2K $531K
Feb 07, 2025 Q4 2024
Global View Capital Management LLC

Waukesha, WI
BUY
 -
2.17K
New
$457K - $558K
2.17K $524K
Feb 14, 2025 Q4 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
2.15K
New
$453K - $554K
2.15K $520K
Feb 14, 2025 Q4 2024
First Heartland Consultants, Inc.

BUY
 -
2.12K
+ 73.5%
$447K - $546K
5.01K $1.21M
Feb 11, 2025 Q4 2024
Morey & Quinn Wealth Partners, LLC

Omaha, NE
BUY
 -
2.06K
New
$434K - $531K
2.06K $498K
Feb 13, 2025 Q4 2024
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
2.05K
New
$431K - $527K
2.05K $494K
Feb 13, 2025 Q4 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.96K
+ 3.79%
$413K - $505K
53.8K $13M
Feb 13, 2025 Q4 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.9K
+ 64.38%
$399K - $488K
4.84K $1.17M
Feb 14, 2025 Q4 2024
Harvest Investment Services, LLC

BUY
 -
1.86K
+ 85.19%
$392K - $479K
4.05K $978K
Jan 10, 2025 Q4 2024
Hbw Advisory Services LLC

BUY
 -
1.76K
New
$370K - $452K
1.76K $424K
Feb 05, 2025 Q4 2024
Pcg Asset Management, LLC

Gladstone, NJ
BUY
 -
1.76K
New
$369K - $451K
1.76K $424K
Feb 04, 2025 Q4 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.74K
+ 23.52%
$367K - $449K
9.16K $2.21M
Feb 13, 2025 Q4 2024
Keystone Financial Group

BUY
 -
1.7K
New
$358K - $438K
1.7K $411K
Jan 27, 2025 Q4 2024
Stratos Wealth Advisors, LLC

BUY
 -
1.64K
+ 84.58%
$344K - $421K
3.57K $861K
Jan 29, 2025 Q4 2024
Ridgeline Wealth Planning, LLC

Centerville, OH
BUY
 -
1.63K
New
$342K - $419K
1.63K $393K
Jan 13, 2025 Q4 2024
Ewg Elevate Inc.

BUY
 -
1.54K
New
$325K - $397K
1.54K $373K
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.51K
+ 14.69%
$319K - $389K
11.8K $2.85M
Jan 24, 2025 Q4 2024
Q3 Asset Management

BUY
 -
1.5K
New
$315K - $385K
1.5K $362K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.48K
+ 16.57%
$312K - $381K
10.4K $2.51M
Jan 23, 2025 Q4 2024
Strategic Wealth Investment Group, LLC

BUY
 -
1.42K
New
$299K - $366K
1.42K $343K
Feb 14, 2025 Q4 2024
Novem Group

Rochester, NY
BUY
 -
1.39K
New
$293K - $358K
1.39K $336K
Jan 15, 2025 Q4 2024
Howard Financial Services, Ltd.

BUY
 -
1.39K
New
$292K - $357K
1.39K $335K
Feb 25, 2025 Q4 2024
Armis Advisers, LLC

Atlanta, GA
BUY
 -
1.36K
New
$286K - $350K
1.36K $328K
Feb 14, 2025 Q4 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
1.25K
New
$264K - $323K
1.25K $303K
Feb 06, 2025 Q4 2024
Bbr Partners, LLC

New York, NY
BUY
 -
1.2K
New
$253K - $309K
1.2K $290K
Jan 27, 2025 Q4 2024
Rik Saylor Financial, Inc.

Fairfield, OH
BUY
 -
1.17K
New
$247K - $302K
1.17K $283K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1.14K
+ 87.8%
$239K - $292K
2.43K $587K
Feb 14, 2025 Q4 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
1.05K
+ 46.87%
$221K - $270K
3.29K $794K
Feb 03, 2025 Q4 2024
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
1.05K
New
$220K - $269K
1.05K $253K
Feb 20, 2025 Q4 2024
Griffith & Werner, Inc.

Canton, GA
BUY
 -
1.04K
New
$219K - $268K
1.04K $252K
Jan 21, 2025 Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.01K
New
$213K - $260K
1.01K $244K
Jan 16, 2025 Q4 2024
Annex Advisory Services, LLC

BUY
 -
1.01K
+ 73.52%
$212K - $259K
2.38K $574K
Feb 14, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
996
New
$210K - $256K
996 $240K
Jan 13, 2025 Q4 2024
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
994
+ 23.55%
$209K - $256K
5.22K $1.26M

Track Institutional and Insider Activities on FDN

Follow FIRST TR FD DOW JONES and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FDN shares.

Notify only if

Insider Trading

Get notified when an First Tr Fd Dow Jones insider buys or sells FDN shares.

Notify only if

News

Receive news related to FIRST TR FD DOW JONES

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FDN