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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.96K- 87.07% |
$603K - $761K
|
737
$186K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.1K- 2.47% |
$620K - $782K
|
202K
$50.8M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.31K- 37.57% |
$644K - $813K
|
8.82K
$2.22M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.77K- 25.25% |
$701K - $885K
|
17.1K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6.17K- 58.21% |
$749K - $945K
|
4.43K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-6.59K- 72.62% |
$800K - $1.01M
|
2.48K
$626K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.68K- 42.7% |
$812K - $1.02M
|
8.97K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.91K- 79.42% |
$839K - $1.06M
|
1.79K
$452K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-7.15K- 41.58% |
$867K - $1.1M
|
10K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.69K- 7.44% |
$933K - $1.18M
|
95.6K
$24.1M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-7.77K- 13.57% |
$943K - $1.19M
|
49.5K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.92K- 5.35% |
$1.08M - $1.37M
|
158K
$39.8M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-9.23K- 18.12% |
$1.12M - $1.41M
|
41.7K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.3K- 6.38% |
$1.13M - $1.43M
|
136K
$34.4M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4K- 17.94% |
$1.38M - $1.74M
|
52K
$13.1M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-11.9K- 81.42% |
$1.44M - $1.82M
|
2.71K
$683K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-12.4K- 42.91% |
$1.51M - $1.9M
|
16.5K
$4.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.9K- 7.24% |
$1.81M - $2.28M
|
191K
$48.1M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-15.5K- 7.81% |
$1.88M - $2.37M
|
183K
$46M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.7K- 9.26% |
$2.4M - $3.02M
|
193K
$48.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-22.7K- 77.99% |
$2.75M - $3.48M
|
6.4K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24K- 89.41% |
$2.92M - $3.68M
|
2.84K
$717K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.1K- 59.59% |
$2.92M - $3.69M
|
16.3K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.3K- 24.71% |
$2.95M - $3.72M
|
73.9K
$18.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26K- 12.3% |
$3.16M - $3.99M
|
185K
$46.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.8K- 6.43% |
$3.98M - $5.02M
|
476K
$120M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.2K- 3.84% |
$4.03M - $5.08M
|
830K
$209M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-42.9K- 25.38% |
$5.21M - $6.58M
|
126K
$31.8M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-50.5K- 89.01% |
$6.14M - $7.75M
|
6.24K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.9K- 6.41% |
$7.76M - $9.8M
|
934K
$236M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-71.4K- 9.28% |
$8.66M - $10.9M
|
698K
$176M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-133K- 55.85% |
$16.1M - $20.4M
|
105K
$26.5M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-133K- 55.85% |
$16.1M - $20.4M
|
105K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-168K- 12.63% |
$20.4M - $25.8M
|
1.16M
$294M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-770K- 33.71% |
$93.5M - $118M
|
1.51M
$382M
|