Latest Institutional Transactions on First Tr ETF Ii Dow Jones (FDNI)
This table provides information on the latest institutional transactions involving First Tr ETF Ii Dow Jones (FDNI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-205- 82.66% |
$4.55K - $6.13K
|
43
$1.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-10.7K- 13.49% |
$237K - $319K
|
68.5K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-448- 3.45% |
$9.94K - $13.4K
|
12.5K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.38K- 3.68% |
$30.5K - $41.1K
|
36K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
94+ 0.05% |
$2.09K - $2.81K
|
201K
$5.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30- 42.25% |
$666 - $896
|
41
$1.14K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$21.8 - $25.6
|
2
$55.8
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.2K- 10.63% |
$70K - $81.9K
|
26.9K
$752K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1K+ 9.5% |
$438K - $513K
|
231K
$6.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.76K- 9.28% |
$82.2K - $96.2K
|
36.8K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15K+ 154.56% |
$328K - $383K
|
24.7K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.36K- 6.48% |
$117K - $137K
|
77.4K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 5.52% |
$175 - $204
|
137
$3.83K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$43.7 - $51.1
|
2
$55.8
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.15K- 19.22% |
$47K - $55K
|
9.05K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-208- 32.35% |
$4.54K - $5.31K
|
435
$12.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02K+ 1.2% |
$22.3K - $26K
|
86.1K
$2.4M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.5K- 71.8% |
$493K - $547K
|
9.25K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.6K- 9.86% |
$54.4K - $60.3K
|
23.8K
$664K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.19K- 79.13% |
$24.9K - $27.6K
|
313
$8.74K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.32K- 20.04% |
$48.7K - $53.9K
|
9.27K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
29New |
$608 - $673
|
29
$810
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-802- 7.8% |
$15.6K - $18.4K
|
9.48K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-19.4K- 91.3% |
$377K - $446K
|
1.85K
$51.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
200New |
$3.88K - $4.59K
|
200
$5.58K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
294+ 2.9% |
$5.7K - $6.74K
|
10.4K
$292K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.4K+ 23858.06% |
$149K - $188K
|
7.43K
$207K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-10.6K- 85.63% |
$215K - $270K
|
1.79K
$49.8K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.1KNew |
$533K - $610K
|
25.1K
$702K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
430+ 2.11% |
$9.12K - $10.4K
|
20.8K
$581K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.58KNew |
$184K - $228K
|
8.58K
$240K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
91New |
$1.96K - $2.42K
|
91
$2.54K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23KNew |
$494K - $610K
|
23K
$641K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
250New |
$4.07K - $5.8K
|
250
$6.98K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14+ 1400.0% |
$228 - $325
|
15
$419
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54.7K- 84.32% |
$889K - $1.27M
|
10.2K
$284K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
467New |
$7.59K - $10.8K
|
467
$13K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
51KNew |
$829K - $1.18M
|
51K
$1.42M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
400New |
$6.5K - $9.28K
|
400
$11.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.71K- 21.29% |
$71.7K - $91.9K
|
13.7K
$383K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.3KNew |
$199K - $255K
|
10.3K
$287K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16KClosed |
$321K - $441K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
36.7KNew |
$739K - $1.01M
|
36.7K
$1.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.08K- 29.33% |
$82K - $113K
|
9.83K
$275K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2New |
$40.2 - $55.2
|
2
$55.8
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$1.01K - $1.38K
|
50
$1.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
3.15KNew |
$63.3K - $86.9K
|
3.15K
$87.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-327- 3.11% |
$6.57K - $9.03K
|
10.2K
$285K
|
|
| Q1 2022 | |||||||
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-7.32KClosed |
$154K - $265K
|
0
$0
|
|