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 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-156- 4.56% |
$18.9K - $23.9K
|
3.27K
$824K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-162- 11.89% |
$19.7K - $24.8K
|
1.2K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-172- 3.39% |
$20.9K - $26.4K
|
4.9K
$1.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-173- 40.71% |
$21K - $26.5K
|
252
$63.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-174- 9.74% |
$21.1K - $26.7K
|
1.61K
$407K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-187- 2.1% |
$22.7K - $28.7K
|
8.72K
$2.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 0.27% |
$24.3K - $30.7K
|
73.1K
$18.4M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-214- 2.14% |
$26K - $32.8K
|
9.77K
$2.46M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-216- 1.07% |
$26.2K - $33.1K
|
19.9K
$5.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-225- 11.18% |
$27.3K - $34.5K
|
1.79K
$451K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-232- 3.61% |
$28.2K - $35.6K
|
6.19K
$1.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-243- 69.23% |
$29.5K - $37.2K
|
108
$27.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-250- 41.67% |
$30.4K - $38.3K
|
350
$88.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250- 17.46% |
$30.4K - $38.3K
|
1.18K
$298K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-253- 10.64% |
$30.7K - $38.8K
|
2.12K
$536K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-265- 8.6% |
$32.2K - $40.6K
|
2.82K
$710K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-275- 6.28% |
$33.4K - $42.1K
|
4.1K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-278- 63.91% |
$33.8K - $42.6K
|
157
$39.6K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-283- 16.57% |
$34.4K - $43.4K
|
1.43K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-295- 14.71% |
$35.8K - $45.2K
|
1.71K
$431K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-297- 1.61% |
$36.1K - $45.5K
|
18.1K
$4.57M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-302- 3.98% |
$36.7K - $46.3K
|
7.29K
$1.84M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-314- 6.32% |
$38.1K - $48.1K
|
4.65K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-326- 5.23% |
$39.6K - $50K
|
5.9K
$1.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-340- 17.24% |
$41.3K - $52.1K
|
1.63K
$412K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-360- 3.92% |
$43.7K - $55.2K
|
8.82K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-363- 5.25% |
$44.1K - $55.6K
|
6.55K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-379- 7.62% |
$46K - $58.1K
|
4.59K
$1.16M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-392- 1.14% |
$47.6K - $60.1K
|
34K
$8.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-397- 8.21% |
$48.2K - $60.8K
|
4.44K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-422- 12.88% |
$51.2K - $64.7K
|
2.86K
$720K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-425- 19.69% |
$51.6K - $65.1K
|
1.73K
$437K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-473- 15.35% |
$57.4K - $72.5K
|
2.61K
$658K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-480- 7.92% |
$58.3K - $73.6K
|
5.58K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-493- 6.66% |
$59.9K - $75.6K
|
6.91K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-493- 6.91% |
$59.9K - $75.6K
|
6.64K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-497- 2.04% |
$60.3K - $76.2K
|
23.8K
$6M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-500- 10.08% |
$60.7K - $76.6K
|
4.46K
$1.12M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 1.45% |
$60.7K - $76.6K
|
33.9K
$8.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-516- 12.18% |
$62.6K - $79.1K
|
3.72K
$939K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-524- 24.67% |
$63.6K - $80.3K
|
1.6K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-545- 18.99% |
$66.2K - $83.5K
|
2.33K
$586K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-558- 1.83% |
$67.7K - $85.5K
|
30K
$7.55M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-577- 0.88% |
$70.1K - $88.4K
|
64.8K
$16.3M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-585- 31.2% |
$71K - $89.7K
|
1.29K
$325K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-597- 3.85% |
$72.5K - $91.5K
|
14.9K
$3.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-611- 3.3% |
$74.2K - $93.6K
|
17.9K
$4.52M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-644- 8.89% |
$78.2K - $98.7K
|
6.6K
$1.66M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-659- 3.63% |
$80K - $101K
|
17.5K
$4.41M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-682- 99.85% |
$82.8K - $105K
|
1
$252
|