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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-713- 3.8% |
$86.6K - $109K
|
18.1K
$4.55M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-722- 2.72% |
$87.7K - $111K
|
25.9K
$6.52M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-731- 8.77% |
$88.8K - $112K
|
7.6K
$1.92M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-732- 8.69% |
$88.9K - $112K
|
7.69K
$1.94M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-739- 7.96% |
$89.7K - $113K
|
8.54K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-780- 24.0% |
$94.7K - $120K
|
2.47K
$623K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-789- 10.33% |
$95.8K - $121K
|
6.85K
$1.73M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-797- 20.5% |
$96.8K - $122K
|
3.09K
$779K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-810- 21.39% |
$98.3K - $124K
|
2.98K
$751K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-819- 36.03% |
$99.4K - $126K
|
1.45K
$367K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-843- 9.7% |
$102K - $129K
|
7.85K
$1.98M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-854- 1.62% |
$104K - $131K
|
52K
$13.1M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-873- 14.33% |
$106K - $134K
|
5.22K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-926- 16.62% |
$112K - $142K
|
4.65K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-928- 18.08% |
$113K - $142K
|
4.21K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-941- 9.9% |
$114K - $144K
|
8.56K
$2.16M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.07K- 10.79% |
$130K - $164K
|
8.87K
$2.24M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.09K- 36.95% |
$132K - $167K
|
1.86K
$468K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.12K- 6.42% |
$136K - $172K
|
16.4K
$4.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 1.62% |
$137K - $173K
|
68.4K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.18K- 45.72% |
$143K - $181K
|
1.4K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.2K- 36.83% |
$145K - $184K
|
2.06K
$518K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.22K- 26.33% |
$148K - $187K
|
3.42K
$863K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.31K- 16.66% |
$158K - $200K
|
6.53K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.33K- 9.49% |
$161K - $204K
|
12.7K
$3.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.34K- 60.9% |
$162K - $205K
|
859
$217K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.52K- 8.82% |
$185K - $234K
|
15.8K
$3.97M
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.56K- 5.38% |
$189K - $239K
|
27.4K
$6.91M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.71KClosed |
$208K - $262K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.82K- 9.88% |
$220K - $278K
|
16.6K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.94K- 1.46% |
$236K - $297K
|
131K
$33M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-2.13K- 30.0% |
$258K - $326K
|
4.96K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.25K- 29.24% |
$273K - $344K
|
5.43K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.34K- 7.39% |
$283K - $358K
|
29.3K
$7.38M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.65K- 19.2% |
$321K - $405K
|
11.1K
$2.81M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.84K- 17.04% |
$345K - $435K
|
13.8K
$3.49M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.88K- 55.26% |
$350K - $442K
|
2.33K
$588K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.99K- 99.07% |
$363K - $458K
|
28
$7.06K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3K- 12.78% |
$364K - $459K
|
20.5K
$5.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3K- 11.11% |
$365K - $460K
|
24K
$6.06M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.03K- 16.78% |
$368K - $465K
|
15K
$3.79M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.25K- 24.89% |
$395K - $498K
|
9.81K
$2.47M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.39K- 2.19% |
$411K - $519K
|
152K
$38.2M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.4KClosed |
$412K - $521K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-3.58K- 67.57% |
$435K - $549K
|
1.72K
$434K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.53K- 12.49% |
$550K - $694K
|
31.7K
$8M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.69K- 42.97% |
$570K - $719K
|
6.23K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-4.73K- 32.4% |
$574K - $724K
|
9.86K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-4.8K- 5.16% |
$583K - $736K
|
88.2K
$22.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.96K- 2.76% |
$602K - $760K
|
174K
$44M
|