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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-31- 15.98% |
$6.86K - $8.27K
|
163
$41.4K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-34- 1.44% |
$7.53K - $9.07K
|
2.32K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-35- 2.07% |
$7.75K - $9.34K
|
1.66K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35- 0.38% |
$7.75K - $9.34K
|
9.12K
$2.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-36- 1.46% |
$7.97K - $9.61K
|
2.43K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-37- 1.77% |
$8.19K - $9.87K
|
2.05K
$521K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-39- 97.5% |
$8.63K - $10.4K
|
1
$254
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-40- 1.27% |
$8.86K - $10.7K
|
3.1K
$789K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-42- 2.44% |
$9.3K - $11.2K
|
1.68K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48- 1.0% |
$10.6K - $12.8K
|
4.77K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-49- 2.11% |
$10.8K - $13.1K
|
2.27K
$577K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-50- 1.29% |
$11.1K - $13.3K
|
3.82K
$970K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-50- 0.44% |
$11.1K - $13.3K
|
11.3K
$2.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-53- 0.56% |
$11.7K - $14.1K
|
9.43K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-54- 2.01% |
$12K - $14.4K
|
2.63K
$669K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-55- 0.72% |
$12.2K - $14.7K
|
7.54K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-58- 2.28% |
$12.8K - $15.5K
|
2.49K
$632K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-60- 3.27% |
$13.3K - $16K
|
1.78K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-60- 2.39% |
$13.3K - $16K
|
2.45K
$623K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-62- 2.57% |
$13.7K - $16.5K
|
2.35K
$598K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-63- 3.66% |
$13.9K - $16.8K
|
1.66K
$422K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-68- 0.47% |
$15.1K - $18.1K
|
14.4K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-69- 1.63% |
$15.3K - $18.4K
|
4.17K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-70- 4.83% |
$15.5K - $18.7K
|
1.38K
$351K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-74- 0.81% |
$16.4K - $19.7K
|
9.08K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-74- 0.35% |
$16.4K - $19.7K
|
21.3K
$5.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-75- 7.2% |
$16.6K - $20K
|
967
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-78- 2.87% |
$17.3K - $20.8K
|
2.64K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-85- 8.18% |
$18.8K - $22.7K
|
954
$243K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-86- 0.7% |
$19K - $22.9K
|
12.2K
$3.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-87- 7.95% |
$19.3K - $23.2K
|
1.01K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-88- 2.02% |
$19.5K - $23.5K
|
4.27K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-92- 5.3% |
$20.4K - $24.6K
|
1.64K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-95- 1.68% |
$21K - $25.4K
|
5.55K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-95- 4.88% |
$21K - $25.4K
|
1.85K
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-96- 63.16% |
$21.3K - $25.6K
|
56
$14.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-99- 9.31% |
$21.9K - $26.4K
|
964
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 6.27% |
$22.1K - $26.7K
|
1.5K
$380K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-100- 5.87% |
$22.1K - $26.7K
|
1.61K
$408K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-100- 1.82% |
$22.1K - $26.7K
|
5.4K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 3.6% |
$22.1K - $26.7K
|
2.68K
$680K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-105- 6.57% |
$23.2K - $28K
|
1.49K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-106- 1.22% |
$23.5K - $28.3K
|
8.56K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-109- 1.88% |
$24.1K - $29.1K
|
5.69K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-110- 8.68% |
$24.4K - $29.4K
|
1.16K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-117- 3.13% |
$25.9K - $31.2K
|
3.63K
$922K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 26.97% |
$26.6K - $32K
|
325
$82.6K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-121- 10.72% |
$26.8K - $32.3K
|
1.01K
$256K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-126- 36.31% |
$27.9K - $33.6K
|
221
$56.2K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-129- 10.77% |
$28.6K - $34.4K
|
1.07K
$272K
|