Purchases and Sales Made in Q1 2025 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q1 2025. 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, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
285K+ 18445.38% |
$63.2M - $76.1M
|
287K
$72.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
241K+ 21635.94% |
$53.3M - $64.3M
|
242K
$61.5M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
140K+ 339.83% |
$31.1M - $37.4M
|
182K
$46.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
93.4KNew |
$20.7M - $24.9M
|
93.4K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
85.3KNew |
$18.9M - $22.8M
|
85.3K
$21.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.6KNew |
$15.4M - $18.6M
|
69.6K
$17.7M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
50.3KNew |
$11.1M - $13.4M
|
50.3K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.2K+ 129.52% |
$10M - $12.1M
|
80.1K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.1K+ 2.71% |
$8.87M - $10.7M
|
1.52M
$386M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
37.1K+ 780.37% |
$8.22M - $9.91M
|
41.9K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
35.5K+ 30.21% |
$7.86M - $9.47M
|
153K
$38.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
28.6K+ 19068.0% |
$6.33M - $7.63M
|
28.8K
$7.31M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
27.7K+ 51.87% |
$6.14M - $7.4M
|
81.2K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25.4KNew |
$5.62M - $6.77M
|
25.4K
$6.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
21.2KNew |
$4.69M - $5.66M
|
21.2K
$5.39M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17.7KNew |
$3.91M - $4.71M
|
17.7K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.5K+ 232.98% |
$3.86M - $4.66M
|
25K
$6.34M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.3KNew |
$3.83M - $4.61M
|
17.3K
$4.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 2.27% |
$3.67M - $4.42M
|
746K
$190M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.9K+ 111.84% |
$3.07M - $3.7M
|
26.3K
$6.68M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
11.2K+ 25.16% |
$2.48M - $2.99M
|
55.8K
$14.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.18KNew |
$2.03M - $2.45M
|
9.18K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
9.16K+ 506.86% |
$2.03M - $2.44M
|
11K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.25K+ 194.9% |
$1.83M - $2.2M
|
12.5K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
7.44KNew |
$1.65M - $1.98M
|
7.44K
$1.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7.3KNew |
$1.62M - $1.95M
|
7.3K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.67K+ 5.73% |
$1.48M - $1.78M
|
123K
$31.3M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6.61KNew |
$1.46M - $1.76M
|
6.61K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.32KNew |
$1.4M - $1.69M
|
6.32K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.77KNew |
$1.28M - $1.54M
|
5.77K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.15K+ 584.77% |
$1.14M - $1.37M
|
6.03K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.04KNew |
$1.12M - $1.35M
|
5.04K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
5.02K+ 148.78% |
$1.11M - $1.34M
|
8.39K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.4K+ 100.0% |
$974K - $1.17M
|
8.8K
$2.24M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4KNew |
$885K - $1.07M
|
4K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 4.01% |
$743K - $896K
|
87.2K
$22.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.35K+ 111766.67% |
$742K - $895K
|
3.36K
$853K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.31KNew |
$732K - $882K
|
3.31K
$841K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.29K+ 5.34% |
$729K - $878K
|
65K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.26KNew |
$722K - $871K
|
3.26K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.25K+ 10.41% |
$720K - $868K
|
34.5K
$8.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.1K+ 4.83% |
$686K - $827K
|
67.3K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.06K+ 5.69% |
$678K - $817K
|
56.9K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
2.96K+ 9.07% |
$654K - $789K
|
35.5K
$9.03M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.8K+ 8.07% |
$621K - $748K
|
37.5K
$9.54M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.55K+ 29.17% |
$564K - $680K
|
11.3K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.45K+ 9.04% |
$542K - $654K
|
29.5K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.45KNew |
$542K - $654K
|
2.45K
$623K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.42KNew |
$537K - $647K
|
2.42K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.3K+ 11.11% |
$510K - $615K
|
23K
$5.86M
|