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 | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
360+ 3.41% |
$43.7K - $55.2K
|
10.9K
$2.75M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
360+ 17.71% |
$43.7K - $55.2K
|
2.39K
$603K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
346+ 5.67% |
$42K - $53K
|
6.45K
$1.63M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
336+ 4.49% |
$40.8K - $51.5K
|
7.82K
$1.97M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
330+ 188.57% |
$40.1K - $50.6K
|
505
$127K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
316New |
$38.4K - $48.4K
|
316
$79.7K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
302+ 6.88% |
$36.7K - $46.3K
|
4.69K
$1.18M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
290+ 2.25% |
$35.2K - $44.4K
|
13.2K
$3.32M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
266+ 591.11% |
$32.3K - $40.8K
|
311
$78.4K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
255+ 8.1% |
$31K - $39.1K
|
3.41K
$859K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
233New |
$28.3K - $35.7K
|
233
$58.8K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
210+ 82.35% |
$25.5K - $32.2K
|
465
$117K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
198+ 7.51% |
$24K - $30.3K
|
2.83K
$714K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
197New |
$23.9K - $30.2K
|
197
$49.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
187+ 55.33% |
$22.7K - $28.7K
|
525
$132K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
141+ 7.8% |
$17.1K - $21.6K
|
1.95K
$491K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
136+ 3.77% |
$16.5K - $20.8K
|
3.75K
$945K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
135New |
$16.4K - $20.7K
|
135
$34K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
130+ 0.43% |
$15.8K - $19.9K
|
30.1K
$7.6M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128+ 3.6% |
$15.5K - $19.6K
|
3.68K
$928K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
113New |
$13.7K - $17.3K
|
113
$28.5K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
109New |
$13.2K - $16.7K
|
109
$27.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
102+ 2.13% |
$12.4K - $15.6K
|
4.9K
$1.24M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
100New |
$12.1K - $15.3K
|
100
$25.2K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
94+ 587.5% |
$11.4K - $14.4K
|
110
$27.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
93+ 1.53% |
$11.3K - $14.3K
|
6.17K
$1.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
92+ 4.53% |
$11.2K - $14.1K
|
2.12K
$535K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
87+ 2.26% |
$10.6K - $13.3K
|
3.94K
$993K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
59New |
$7.16K - $9.04K
|
59
$14.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
50New |
$6.07K - $7.66K
|
50
$12.6K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
44New |
$5.34K - $6.74K
|
44
$11.1K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
44New |
$5.34K - $6.74K
|
44
$11.1K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
42New |
$5.1K - $6.44K
|
42
$10.6K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
39New |
$4.73K - $5.98K
|
39
$9.84K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38New |
$4.61K - $5.82K
|
38
$9.58K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
33+ 0.88% |
$4.01K - $5.06K
|
3.8K
$958K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
33+ 3.7% |
$4.01K - $5.06K
|
925
$233K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
32+ 0.38% |
$3.89K - $4.9K
|
8.39K
$2.11M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
30+ 1.86% |
$3.64K - $4.6K
|
1.65K
$415K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
25+ 0.29% |
$3.04K - $3.83K
|
8.54K
$2.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
19+ 0.41% |
$2.31K - $2.91K
|
4.66K
$1.18M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
19New |
$2.31K - $2.91K
|
19
$4.79K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
17+ 1.02% |
$2.06K - $2.61K
|
1.69K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
14New |
$1.7K - $2.15K
|
14
$3.53K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 1.92% |
$1.21K - $1.53K
|
530
$134K
|
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
10+ 0.13% |
$1.21K - $1.53K
|
7.56K
$1.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9+ 0.5% |
$1.09K - $1.38K
|
1.82K
$459K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8+ 0.1% |
$971 - $1.23K
|
8.12K
$2.05M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$850 - $1.07K
|
7
$1.77K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 0.12% |
$728 - $920
|
5.19K
$1.31M
|