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 15, 2025 Q1 2025
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
29
+ 0.18%
$6.42K - $7.74K
16.5K $4.2M
May 12, 2025 Q1 2025
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
24
+ 1.13%
$5.31K - $6.4K
2.14K $544K
May 15, 2025 Q1 2025
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
21
+ 1.89%
$4.65K - $5.6K
1.14K $289K
Apr 14, 2025 Q1 2025
Toth Financial Advisory Corp

BUY
 -
21
+ 0.15%
$4.65K - $5.6K
14.3K $3.63M
May 15, 2025 Q1 2025
Nova Wealth Management, Inc.

Bonita Springs, FL
BUY
 -
20
New
$4.43K - $5.34K
20 $5.09K
Apr 17, 2025 Q1 2025
Good Life Advisors, LLC

BUY
 -
19
+ 0.79%
$4.21K - $5.07K
2.44K $619K
May 15, 2025 Q1 2025
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
19
+ 1.69%
$4.21K - $5.07K
1.14K $290K
May 15, 2025 Q1 2025
Kiker Wealth Management, LLC

Jasper, GA
BUY
 -
19
New
$4.21K - $5.07K
19 $4.83K
May 05, 2025 Q1 2025
Pcg Wealth Advisors, LLC

BUY
 -
16
+ 0.3%
$3.54K - $4.27K
5.43K $1.38M
Apr 24, 2025 Q1 2025
Smart Portfolios, LLC

Seattle, WA
BUY
 -
13
+ 0.41%
$2.88K - $3.47K
3.18K $807K
Apr 28, 2025 Q1 2025
Private Trust CO Na

BUY
 -
8
+ 3.77%
$1.77K - $2.13K
220 $55.9K
Apr 22, 2025 Q1 2025
Minich Mac Gregor Wealth Management, LLC

BUY
 -
5
+ 0.18%
$1.11K - $1.33K
2.84K $723K
May 15, 2025 Q1 2025
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
5
New
$1.11K - $1.33K
5 $1.27K
May 15, 2025 Q1 2025
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
5
+ 0.16%
$1.11K - $1.33K
3.15K $802K
Apr 24, 2025 Q1 2025
Tfc Financial Management

BUY
 -
4
+ 80.0%
$886 - $1.07K
9 $2.29K
Apr 22, 2025 Q1 2025
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
3
+ 0.08%
$664 - $801
3.54K $899K
May 15, 2025 Q1 2025
Fusion Capital, LLC

BUY
 -
2
+ 0.1%
$443 - $534
2.08K $530K
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 30, 2025 Q1 2025
Park Square Financial Group, LLC

Roswell, GA
SELL
 -
-1
- 0.97%
$221 - $267
102 $25.9K
May 15, 2025 Q1 2025
Capital Investment Counsel, LLC

Denver, CO
SELL
 -
-3
- 0.06%
$664 - $801
4.67K $1.19M
Apr 09, 2025 Q1 2025
Merit Financial Group, LLC

SELL
 -
-4
- 0.42%
$886 - $1.07K
941 $239K
May 13, 2025 Q1 2025
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-4
- 1.75%
$886 - $1.07K
225 $57.2K
May 27, 2025 Q1 2025
Jacobi Capital Management LLC

SELL
 -
-5
- 0.15%
$1.11K - $1.33K
3.32K $844K
May 08, 2025 Q1 2025
Tiaa Trust, National Association

Charlotte, NC
SELL
 -
-6
- 0.3%
$1.33K - $1.6K
1.98K $502K
Apr 21, 2025 Q1 2025
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-9
- 20.45%
$1.99K - $2.4K
35 $8.9K
May 08, 2025 Q1 2025
Ifg Advisory, LLC

SELL
 -
-9
- 0.08%
$1.99K - $2.4K
11.1K $2.83M
May 15, 2025 Q1 2025
Tfg Advisers LLC

SELL
 -
-10
- 0.54%
$2.21K - $2.67K
1.86K $472K
May 06, 2025 Q1 2025
Gratus Wealth Advisors, LLC

Virginia Beach, VA
SELL
 -
-11
- 0.63%
$2.44K - $2.94K
1.73K $439K
May 12, 2025 Q1 2025
Meridian Wealth Management, LLC

SELL
 -
-13
- 0.92%
$2.88K - $3.47K
1.39K $354K
May 12, 2025 Q1 2025
Claro Advisors LLC

Boston, MA
SELL
 -
-15
- 0.82%
$3.32K - $4K
1.81K $460K
May 07, 2025 Q1 2025
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
SELL
 -
-15
- 0.83%
$3.32K - $4K
1.8K $458K
Apr 16, 2025 Q1 2025
Dynamic Advisor Solutions LLC

SELL
 -
-15
- 0.35%
$3.32K - $4K
4.25K $1.08M
Apr 10, 2025 Q1 2025
Wealth Management Partners, LLC

SELL
 -
-18
- 0.05%
$3.98K - $4.8K
33.3K $8.47M
Apr 09, 2025 Q1 2025
American National Bank

SELL
 -
-19
- 19.0%
$4.21K - $5.07K
81 $20.6K
Apr 28, 2025 Q1 2025
Guerra Pan Advisors, LLC

Montclair, NJ
SELL
 -
-20
- 0.26%
$4.43K - $5.34K
7.79K $1.98M
Apr 29, 2025 Q1 2025
Huntleigh Advisors, Inc.

St. Louis, MO
SELL
 -
-20
- 1.87%
$4.43K - $5.34K
1.05K $267K
May 15, 2025 Q1 2025
Sage Capital Management, LLC

Stockton, NJ
SELL
 -
-21
- 0.34%
$4.65K - $5.6K
6.17K $1.57M
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
SELL
 -
-21
- 38.89%
$4.65K - $5.6K
33 $8.39K
May 12, 2025 Q1 2025
La Salle St. Investment Advisors, LLC

Elmhurst, IL
SELL
 -
-22
- 0.64%
$4.87K - $5.87K
3.41K $868K
May 05, 2025 Q1 2025
Sargent Investment Group, LLC

SELL
 -
-22
- 0.46%
$4.87K - $5.87K
4.76K $1.21M
Apr 10, 2025 Q1 2025
Tru Wealth Advisors, LLC

SELL
 -
-22
- 0.34%
$4.87K - $5.87K
6.39K $1.62M
May 12, 2025 Q1 2025
National Bank Of Canada

SELL
 -
-24
- 7.45%
$5.31K - $6.4K
298 $75.8K
May 14, 2025 Q1 2025
Murphy & Mullick Capital Management Corp

Smithtown, NY
SELL
 -
-25
- 7.18%
$5.53K - $6.67K
323 $82.1K
Apr 23, 2025 Q1 2025
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-25
- 0.83%
$5.53K - $6.67K
2.99K $759K
May 15, 2025 Q1 2025
Mpwm Advisory Solutions, LLC

Alpharetta, GA
SELL
 -
-25
- 6.74%
$5.53K - $6.67K
346 $88K
May 07, 2025 Q1 2025
Resolute Wealth Strategies, LLC

Jackson, MS
SELL
 -
-27
- 0.35%
$5.98K - $7.21K
7.58K $1.93M
Apr 15, 2025 Q1 2025
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-28
- 1.74%
$6.2K - $7.47K
1.58K $401K
Apr 29, 2025 Q1 2025
Hm Payson & CO

Portland, ME
SELL
 -
-29
- 7.23%
$6.42K - $7.74K
372 $94.6K
May 08, 2025 Q1 2025
Signature Wealth Management Partners, LLC

SELL
 -
-29
- 1.52%
$6.42K - $7.74K
1.88K $479K

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