Purchases and Sales Made in Q1 2025 in First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

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
Apr 22, 2025 Q1 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.25K
+ 2.44%
$498K - $600K
94.6K $24.1M
May 08, 2025 Q1 2025
Mullooly Asset Management, Inc.

Wall Township, NJ
BUY
 -
2.23K
New
$493K - $594K
2.23K $566K
Apr 23, 2025 Q1 2025
Balance Wealth, LLC

Delaware, OH
BUY
 -
1.99K
New
$441K - $532K
1.99K $507K
May 12, 2025 Q1 2025
Simplex Trading, LLC

BUY
 -
1.81K
New
$401K - $483K
1.81K $460K
Apr 21, 2025 Q1 2025
Meriwether Wealth & Planning, LLC

Minden, LA
BUY
 -
1.75K
New
$388K - $467K
1.75K $445K
May 05, 2025 Q1 2025
Kestra Private Wealth Services, LLC

BUY
 -
1.74K
+ 5.55%
$385K - $465K
33.1K $8.42M
May 08, 2025 Q1 2025
Rfg Bristol Wealth Advisors, LLC

Taunton, MA
BUY
 -
1.61K
New
$355K - $428K
1.61K $408K
Apr 21, 2025 Q1 2025
Dale Q Rice Investment Management LTD

Vancouver, WA
BUY
 -
1.58K
New
$350K - $422K
1.58K $402K
Apr 23, 2025 Q1 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
1.32K
+ 89.8%
$292K - $352K
2.79K $709K
May 05, 2025 Q1 2025
Aspen Capital Management, LLC

Boise, ID
BUY
 -
1.21K
New
$267K - $322K
1.21K $306K
May 15, 2025 Q1 2025
Barclays PLC

London, X0
BUY
 -
1.13K
New
$251K - $302K
1.13K $288K
May 15, 2025 Q1 2025
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
1.1K
New
$244K - $294K
1.1K $280K
May 13, 2025 Q1 2025
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.06K
+ 5.04%
$234K - $282K
22K $5.59M
May 05, 2025 Q1 2025
J.W. Cole Advisors, Inc.

BUY
 -
1.05K
New
$233K - $281K
1.05K $267K
Apr 17, 2025 Q1 2025
Sound Income Strategies, LLC

BUY
 -
1.05K
+ 213.47%
$232K - $279K
1.54K $391K
Apr 14, 2025 Q1 2025
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
1.04K
New
$230K - $278K
1.04K $264K
May 12, 2025 Q1 2025
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.02K
+ 4.15%
$226K - $272K
25.6K $6.5M
May 07, 2025 Q1 2025
Geneos Wealth Management Inc.

BUY
 -
1.02K
+ 20.65%
$225K - $271K
5.94K $1.51M
Apr 29, 2025 Q1 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1K
+ 14.69%
$222K - $268K
7.84K $1.99M
May 13, 2025 Q1 2025
Kovitz Investment Group Partners, LLC

BUY
 -
1K
+ 71.4%
$222K - $267K
2.4K $611K
Apr 17, 2025 Q1 2025
Grove Bank & Trust

BUY
 -
1K
New
$221K - $267K
1K $254K
Apr 29, 2025 Q1 2025
Capital Management Associates, Inc

Minneapolis, MN
BUY
 -
946
New
$209K - $252K
946 $241K
Apr 24, 2025 Q1 2025
Money Concepts Capital Corp

BUY
 -
944
+ 3.26%
$209K - $252K
29.9K $7.61M
Apr 28, 2025 Q1 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
936
New
$207K - $250K
936 $238K
May 15, 2025 Q1 2025
Integrated Wealth Concepts LLC

BUY
 -
936
+ 6.97%
$207K - $250K
14.4K $3.65M
Apr 16, 2025 Q1 2025
Patriot Investment Management Inc.

BUY
 -
929
New
$206K - $248K
929 $236K
Apr 17, 2025 Q1 2025
Pictet & Cie (Europe) Sa

BUY
 -
910
New
$201K - $243K
910 $231K
Apr 08, 2025 Q1 2025
Somerset Trust CO

BUY
 -
861
+ 3.7%
$191K - $230K
24.1K $6.13M
May 15, 2025 Q1 2025
Prospera Financial Services Inc

BUY
 -
858
+ 6.53%
$190K - $229K
14K $3.56M
May 12, 2025 Q1 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
758
+ 0.69%
$168K - $202K
110K $28.1M
Apr 29, 2025 Q1 2025
Brookstone Capital Management

BUY
 -
710
+ 18.68%
$157K - $189K
4.51K $1.15M
Apr 15, 2025 Q1 2025
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
704
+ 13.5%
$156K - $188K
5.92K $1.5M
May 08, 2025 Q1 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
699
+ 69.14%
$155K - $187K
1.71K $435K
May 14, 2025 Q1 2025
Ieq Capital, LLC

BUY
 -
687
+ 44.44%
$152K - $183K
2.23K $568K
May 13, 2025 Q1 2025
Somerset Group LLC

Wayzata, MN
BUY
 -
681
+ 6.55%
$151K - $182K
11.1K $2.82M
Apr 29, 2025 Q1 2025
Abound Financial, LLC

Granite Bay, CA
BUY
 -
680
New
$151K - $181K
680 $173K
May 14, 2025 Q1 2025
Ci Private Wealth, LLC

Miami, FL
BUY
 -
652
+ 33.01%
$144K - $174K
2.63K $668K
May 15, 2025 Q1 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
645
+ 19.62%
$143K - $172K
3.93K $1M
May 15, 2025 Q1 2025
Mariner, LLC

Overland Park, KS
BUY
 -
641
+ 2.65%
$142K - $171K
24.9K $6.32M
May 15, 2025 Q1 2025
Banque Transatlantique Sa

Paris, I0
BUY
 -
635
New
$141K - $169K
635 $161K
May 05, 2025 Q1 2025
Private Advisor Group, LLC

BUY
 -
597
+ 2.35%
$132K - $159K
26K $6.6M
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
536
New
$119K - $143K
536 $136K
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
505
+ 382.58%
$112K - $135K
637 $162K
May 12, 2025 Q1 2025
Meitav Dash Investments LTD

BUY
 -
450
+ 9.01%
$99.6K - $120K
5.44K $1.38M
May 14, 2025 Q1 2025
Svb Wealth LLC

Boston, MA
BUY
 -
450
New
$99.6K - $120K
450 $114K
May 13, 2025 Q1 2025
Steward Partners Investment Advisory, LLC

BUY
 -
440
+ 2.4%
$97.4K - $117K
18.8K $4.78M
May 14, 2025 Q1 2025
Group One Trading, L.P.

Chicago, IL
BUY
 -
434
+ 144.67%
$96.1K - $116K
734 $187K
May 13, 2025 Q1 2025
Franklin Resources Inc

San Mateo, CA
BUY
 -
428
New
$94.8K - $114K
428 $109K
May 13, 2025 Q1 2025
Russell Investments Group, Ltd.

BUY
 -
420
+ 36.94%
$93K - $112K
1.56K $396K

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