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 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-145- 12.36% |
$32.1K - $38.7K
|
1.03K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-146- 10.3% |
$32.3K - $39K
|
1.27K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-147- 7.57% |
$32.5K - $39.2K
|
1.79K
$456K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-150- 3.18% |
$33.2K - $40K
|
4.56K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-154- 1.7% |
$34.1K - $41.1K
|
8.92K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-159- 7.65% |
$35.2K - $42.4K
|
1.92K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-160- 11.83% |
$35.4K - $42.7K
|
1.19K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-165- 0.62% |
$36.5K - $44K
|
26.7K
$6.78M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-166- 46.11% |
$36.7K - $44.3K
|
194
$49.3K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-172- 4.12% |
$38.1K - $45.9K
|
4K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-174- 10.21% |
$38.5K - $46.4K
|
1.53K
$389K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-176- 10.32% |
$39K - $47K
|
1.53K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-183- 14.6% |
$40.5K - $48.8K
|
1.07K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-186- 5.18% |
$41.2K - $49.6K
|
3.41K
$866K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-190- 7.22% |
$42.1K - $50.7K
|
2.44K
$621K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-194- 2.93% |
$42.9K - $51.8K
|
6.42K
$1.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 3.69% |
$44.3K - $53.4K
|
5.23K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-203- 16.75% |
$44.9K - $54.2K
|
1.01K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-209- 4.32% |
$46.3K - $55.8K
|
4.63K
$1.18M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-210- 13.69% |
$46.5K - $56K
|
1.32K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-228- 4.35% |
$50.5K - $60.8K
|
5.01K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-232- 5.7% |
$51.4K - $61.9K
|
3.84K
$976K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-238- 4.19% |
$52.7K - $63.5K
|
5.45K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-243- 40.23% |
$53.8K - $64.8K
|
361
$91.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-250- 5.32% |
$55.3K - $66.7K
|
4.45K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-250- 11.8% |
$55.3K - $66.7K
|
1.87K
$475K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-253- 6.59% |
$56K - $67.5K
|
3.59K
$912K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-253- 2.91% |
$56K - $67.5K
|
8.45K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-255- 3.56% |
$56.5K - $68K
|
6.91K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-255- 10.32% |
$56.5K - $68K
|
2.22K
$563K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-256- 11.8% |
$56.7K - $68.3K
|
1.91K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-257- 4.83% |
$56.9K - $68.6K
|
5.07K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-258- 16.09% |
$57.1K - $68.8K
|
1.35K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-261- 15.25% |
$57.8K - $69.7K
|
1.45K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-261- 3.64% |
$57.8K - $69.7K
|
6.9K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-270- 10.44% |
$59.8K - $72.1K
|
2.32K
$589K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-281- 22.18% |
$62.2K - $75K
|
986
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-283- 10.25% |
$62.7K - $75.5K
|
2.48K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-292- 3.52% |
$64.6K - $77.9K
|
8.01K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-295- 1.37% |
$65.3K - $78.7K
|
21.2K
$5.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-298- 2.16% |
$66K - $79.5K
|
13.5K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-335- 6.35% |
$74.2K - $89.4K
|
4.94K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-337- 3.71% |
$74.6K - $89.9K
|
8.75K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-342- 8.28% |
$75.7K - $91.3K
|
3.79K
$963K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-348- 2.51% |
$77K - $92.9K
|
13.5K
$3.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-362- 4.14% |
$80.1K - $96.6K
|
8.38K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-369- 22.61% |
$81.7K - $98.5K
|
1.26K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-372- 25.14% |
$82.4K - $99.3K
|
1.11K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-378- 5.11% |
$83.7K - $101K
|
7.03K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-380- 6.36% |
$84.1K - $101K
|
5.6K
$1.42M
|