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
May 14, 2025 Q1 2025
Synovus Financial Corp

Columbus, GA
BUY
 -
395
+ 12.83%
$87.4K - $105K
3.47K $883K
May 13, 2025 Q1 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
392
+ 23.11%
$86.8K - $105K
2.09K $531K
May 15, 2025 Q1 2025
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
375
+ 29.9%
$83K - $100K
1.63K $414K
May 08, 2025 Q1 2025
Arkadios Wealth Advisors

BUY
 -
369
+ 4.48%
$81.7K - $98.5K
8.61K $2.19M
Apr 09, 2025 Q1 2025
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
352
New
$77.9K - $93.9K
352 $89.5K
May 15, 2025 Q1 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
342
+ 2.89%
$75.7K - $91.3K
12.2K $3.09M
May 13, 2025 Q1 2025
Forvis Wealth Advisors, LLC

BUY
 -
337
+ 22.91%
$74.6K - $89.9K
1.81K $460K
Apr 29, 2025 Q1 2025
China Universal Asset Management Co., Ltd.

Shanghai, F4
BUY
 -
300
New
$66.4K - $80.1K
300 $76.3K
Apr 25, 2025 Q1 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
300
+ 405.41%
$66.4K - $80.1K
374 $95.1K
May 02, 2025 Q1 2025
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
299
+ 2.87%
$66.2K - $79.8K
10.7K $2.72M
May 07, 2025 Q1 2025
Concentrum Wealth Management

BUY
 -
286
+ 4.98%
$63.3K - $76.3K
6.03K $1.53M
May 09, 2025 Q1 2025
Headlands Technologies LLC

Chicago, IL
BUY
 -
284
New
$62.9K - $75.8K
284 $72.2K
Apr 30, 2025 Q1 2025
Moloney Securities Asset Management, LLC

BUY
 -
283
+ 21.01%
$62.7K - $75.5K
1.63K $414K
May 08, 2025 Q1 2025
Sp Asset Management LLC

Cupertino, CA
BUY
 -
262
+ 2.74%
$58K - $69.9K
9.84K $2.5M
Apr 25, 2025 Q1 2025
Westside Investment Management, Inc.

BUY
 -
255
+ 3.17%
$56.5K - $68K
8.3K $2.11M
May 05, 2025 Q1 2025
1776 Wealth LLC

BUY
 -
245
+ 3.55%
$54.2K - $65.4K
7.14K $1.81M
May 13, 2025 Q1 2025
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
240
+ 2.42%
$53.1K - $64K
10.2K $2.59M
Apr 25, 2025 Q1 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
229
+ 2.75%
$50.7K - $61.1K
8.54K $2.17M
Apr 30, 2025 Q1 2025
Trade Well Securities, Llc.

Fort Wayne, IN
BUY
 -
227
+ 3.7%
$50.3K - $60.6K
6.36K $1.62M
Apr 15, 2025 Q1 2025
Cx Institutional

BUY
 -
220
New
$48.7K - $58.7K
220 $55.9K
May 07, 2025 Q1 2025
Hb Wealth Management, LLC

BUY
 -
218
+ 6.32%
$48.3K - $58.2K
3.67K $932K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
206
New
$45.6K - $55K
206 $52.4K
Apr 25, 2025 Q1 2025
Jnba Financial Advisors

BUY
 -
200
New
$44.3K - $53.4K
200 $50.9K
May 08, 2025 Q1 2025
Private Advisory Group LLC

Redmond, WA
BUY
 -
190
+ 2.98%
$42.1K - $50.7K
6.56K $1.67M
May 02, 2025 Q1 2025
Lineweaver Wealth Advisors, LLC

BUY
 -
188
+ 7.43%
$41.6K - $50.2K
2.72K $691K
May 07, 2025 Q1 2025
N.E.W. Advisory Services LLC

BUY
 -
126
New
$27.9K - $33.6K
126 $32K
Apr 14, 2025 Q1 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
115
+ 85.19%
$25.5K - $30.7K
250 $63.6K
May 08, 2025 Q1 2025
Lyell Wealth Management, LP

BUY
 -
107
+ 1.91%
$23.7K - $28.6K
5.71K $1.45M
May 12, 2025 Q1 2025
Quantinno Capital Management LP

New York, NY
BUY
 -
100
+ 3.9%
$22.1K - $26.7K
2.66K $677K
May 01, 2025 Q1 2025
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
88
+ 3.06%
$19.5K - $23.5K
2.96K $753K
Apr 10, 2025 Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
83
+ 6.14%
$18.4K - $22.1K
1.43K $365K
Apr 21, 2025 Q1 2025
Bay Colony Advisory Group, Inc D

BUY
 -
80
+ 1.43%
$17.7K - $21.3K
5.66K $1.44M
May 13, 2025 Q1 2025
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
80
+ 1.03%
$17.7K - $21.3K
7.82K $1.99M
May 15, 2025 Q1 2025
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
79
+ 1.33%
$17.5K - $21.1K
6K $1.53M
Apr 28, 2025 Q1 2025
Novem Group

Rochester, NY
BUY
 -
74
+ 5.32%
$16.4K - $19.7K
1.46K $372K
Apr 17, 2025 Q1 2025
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
73
+ 8.64%
$16.2K - $19.5K
918 $233K
Apr 21, 2025 Q1 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
72
+ 7.42%
$15.9K - $19.2K
1.04K $265K
May 12, 2025 Q1 2025
Townsquare Capital LLC

BUY
 -
69
+ 3.58%
$15.3K - $18.4K
2K $508K
Apr 14, 2025 Q1 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
66
+ 0.2%
$14.6K - $17.6K
33.7K $8.57M
May 08, 2025 Q1 2025
Glassman Wealth Services

BUY
 -
64
+ 3.31%
$14.2K - $17.1K
2K $508K
May 15, 2025 Q1 2025
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
61
+ 2.05%
$13.5K - $16.3K
3.04K $773K
Apr 28, 2025 Q1 2025
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
50
New
$11.1K - $13.3K
50 $12.7K
May 15, 2025 Q1 2025
Harvest Investment Services, LLC

BUY
 -
49
+ 1.21%
$10.8K - $13.1K
4.1K $1.04M
May 13, 2025 Q1 2025
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
47
+ 0.61%
$10.4K - $12.5K
7.7K $1.96M
Apr 16, 2025 Q1 2025
Morey & Quinn Wealth Partners, LLC

Omaha, NE
BUY
 -
46
+ 2.23%
$10.2K - $12.3K
2.11K $536K
May 14, 2025 Q1 2025
Capital Wealth Alliance, LLC

BUY
 -
44
+ 3.2%
$9.74K - $11.7K
1.42K $360K
May 05, 2025 Q1 2025
Nwam LLC

Mercer Island, WA
BUY
 -
41
+ 0.75%
$9.08K - $10.9K
5.51K $1.4M
May 14, 2025 Q1 2025
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
34
+ 0.99%
$7.53K - $9.07K
3.48K $885K
May 02, 2025 Q1 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
33
+ 220.0%
$7.31K - $8.81K
48 $12.2K

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