Purchases and Sales Made in Q1 2023 in First Tr Fd Dow Jones (FDN)

This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q1 2023. 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
May 08, 2023 Q1 2023	Truepoint, Inc.	BUY	-	2.21K New	$268K - $339K	2.21K $557K
May 15, 2023 Q1 2023	Harvest Investment Services, LLC	BUY	-	2.04K New	$248K - $313K	2.04K $515K
Apr 12, 2023 Q1 2023	626 Financial, LLC	BUY	-	1.97K + 4.64%	$239K - $302K	44.4K $11.2M
May 11, 2023 Q1 2023	Jpmorgan Chase & CO New York, NY	BUY	-	1.93K + 4.61%	$235K - $296K	43.8K $11.1M
May 04, 2023 Q1 2023	Capital Wealth Alliance, LLC	BUY	-	1.91K New	$231K - $292K	1.91K $481K
Apr 14, 2023 Q1 2023	Dakota Wealth Management	BUY	-	1.9K New	$231K - $291K	1.9K $479K
May 15, 2023 Q1 2023	National Wealth Management Group, LLC Cincinnati, OH	BUY	-	1.76K New	$214K - $270K	1.76K $444K
May 08, 2023 Q1 2023	Equitable Trust CO	BUY	-	1.67K New	$203K - $256K	1.67K $422K
May 10, 2023 Q1 2023	Private Advisor Group, LLC	BUY	-	1.67K + 2.8%	$203K - $256K	61.5K $15.5M
May 15, 2023 Q1 2023	Orion Portfolio Solutions, LLC	BUY	-	1.62K New	$196K - $248K	1.62K $408K
May 11, 2023 Q1 2023	Virtue Capital Management, LLC Brentwood, TN	BUY	-	1.61K New	$195K - $247K	1.61K $406K
May 12, 2023 Q1 2023	Independent Advisor Alliance	BUY	-	1.58K + 6.7%	$192K - $243K	25.2K $6.36M
May 15, 2023 Q1 2023	M Holdings Securities, Inc. Portland, OR	BUY	-	1.56K New	$190K - $239K	1.56K $394K
May 12, 2023 Q1 2023	Moloney Securities Asset Management, LLC	BUY	-	1.56K New	$189K - $238K	1.56K $392K
May 09, 2023 Q1 2023	Wintrust Investments LLC Chicago, IL	BUY	-	1.55K New	$188K - $237K	1.55K $391K
May 08, 2023 Q1 2023	Triumph Capital Management	BUY	-	1.54K New	$187K - $237K	1.54K $389K
May 17, 2023 Q1 2023	National Asset Management, Inc. Boca Raton, FL	BUY	-	1.52K + 6.19%	$184K - $233K	26.1K $6.58M
May 11, 2023 Q1 2023	Kovitz Investment Group Partners, LLC	BUY	-	1.52K New	$184K - $233K	1.52K $383K
May 10, 2023 Q1 2023	Nilsine Partners, LLC Greenwood Village, CO	BUY	-	1.49K New	$181K - $228K	1.49K $376K
Apr 17, 2023 Q1 2023	First Heartland Consultants, Inc.	BUY	-	1.45K + 22.14%	$176K - $222K	7.98K $2.01M
Jun 26, 2023 Q1 2023	Triton Wealth Management, Pllc	BUY	-	1.42K New	$172K - $217K	1.42K $357K
May 11, 2023 Q1 2023	Financial Advisory Service, Inc.	BUY	-	1.4K New	$170K - $215K	1.4K $354K
Apr 20, 2023 Q1 2023	Patriot Financial Group Insurance Agency, LLC	BUY	-	1.38K New	$168K - $212K	1.38K $348K
Apr 18, 2023 Q1 2023	Genesee Capital Advisors, LLC	BUY	-	1.37K New	$166K - $210K	1.37K $345K
Apr 19, 2023 Q1 2023	Wt Wealth Management	BUY	-	1.36K New	$165K - $209K	1.36K $343K
May 17, 2023 Q1 2023	Rockefeller Capital Management L.P. New York, NY	BUY	-	1.27K + 6.86%	$155K - $195K	19.8K $5M
Apr 14, 2023 Q1 2023	Ae Wealth Management LLC	BUY	-	1.16K + 8.91%	$141K - $178K	14.2K $3.58M
Apr 24, 2023 Q1 2023	Toth Financial Advisory Corp	BUY	-	1.07K + 11.95%	$129K - $163K	9.98K $2.52M
May 12, 2023 Q1 2023	Cresset Asset Management, LLC Chicago, IL	BUY	-	871 + 41.65%	$106K - $133K	2.96K $747K
May 17, 2023 Q1 2023	Sunbelt Securities, Inc. Houston, TX	BUY	-	799 + 9.62%	$97K - $122K	9.1K $2.3M
May 15, 2023 Q1 2023	Northern Trust Corp Chicago, IL	BUY	-	798 + 43.8%	$96.9K - $122K	2.62K $661K
Apr 27, 2023 Q1 2023	North Star Investment Management Corp. Chicago, IL	BUY	-	750 New	$91.1K - $115K	750 $189K
May 11, 2023 Q1 2023	Y.D. More Investments LTD Ramat Gan, L3	BUY	-	720 + 360.0%	$87.4K - $110K	920 $232K
May 11, 2023 Q1 2023	Sea Crest Wealth Management, LLC Purchase, NY	BUY	-	711 + 1.45%	$86.3K - $109K	49.7K $12.5M
May 10, 2023 Q1 2023	Nelson, Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE	BUY	-	711 + 551.16%	$86.3K - $109K	840 $212K
May 10, 2023 Q1 2023	Washington Trust CO	BUY	-	682 + 68200.0%	$82.8K - $105K	683 $172K
Apr 11, 2023 Q1 2023	Smith Anglin Financial, LLC	BUY	-	679 + 17.87%	$82.4K - $104K	4.48K $1.13M
May 12, 2023 Q1 2023	Kestra Private Wealth Services, LLC	BUY	-	661 + 3.97%	$80.3K - $101K	17.3K $4.37M
May 15, 2023 Q1 2023	Etfidea, LLC Syracuse, NY	BUY	-	651 + 6.25%	$79K - $99.8K	11.1K $2.79M
May 03, 2023 Q1 2023	Integrated Wealth Concepts LLC	BUY	-	642 + 9.9%	$77.9K - $98.4K	7.13K $1.8M
Jan 02, 2024 Q1 2023	Southland Equity Partners LLC Wildwood, MO	BUY	-	521 + 1.44%	$63.3K - $79.9K	36.8K $9.27M
May 10, 2023 Q1 2023	Wealth Plan Partners, LLC Omaha, NE	BUY	-	520 New	$63.1K - $79.7K	520 $131K
Apr 10, 2023 Q1 2023	City State Bank Norwalk, IA	BUY	-	496 New	$60.2K - $76K	496 $125K
May 12, 2023 Q1 2023	New Edge Advisors, LLC New Orleans, LA	BUY	-	449 + 2.29%	$54.5K - $68.8K	20.1K $5.06M
Apr 21, 2023 Q1 2023	Ahrens Investment Partners LLC	BUY	-	419 New	$50.9K - $64.2K	419 $106K
May 15, 2023 Q1 2023	Iht Wealth Management, LLC Chicago, IL	BUY	-	406 + 4.71%	$49.3K - $62.2K	9.02K $2.27M
May 09, 2023 Q1 2023	1776 Wealth LLC	BUY	-	402 + 6.02%	$48.8K - $61.6K	7.08K $1.78M
May 10, 2023 Q1 2023	Atria Wealth Solutions, Inc. New York, NY	BUY	-	392 + 1.15%	$47.6K - $60.1K	34.4K $8.68M
May 11, 2023 Q1 2023	Townsquare Capital LLC	BUY	-	388 + 21.5%	$47.1K - $59.5K	2.19K $553K
Apr 17, 2023 Q1 2023	Valeo Financial Advisors, LLC	BUY	-	364 + 8.94%	$44.2K - $55.8K	4.44K $1.12M

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Account

Purchases and Sales Made in Q1 2023 in First Tr Fd Dow Jones (FDN)

2.21K

2.04K

1.97K

1.93K

1.91K

1.9K

1.76K

1.67K

1.67K

1.62K

1.61K

1.58K

1.56K

1.56K

1.55K

1.54K

1.52K

1.52K

1.49K

1.45K

1.42K

1.4K

1.38K

1.37K

1.36K

1.27K

1.16K

1.07K

871

799

798

750

720

711

711

682

679

661

651

642

521

520

496

449

419

406

402

392

388

364

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