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 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-384- 10.87% |
$85K - $102K
|
3.15K
$801K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-387- 2.9% |
$85.7K - $103K
|
12.9K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-405- 16.0% |
$89.7K - $108K
|
2.13K
$541K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-406- 6.65% |
$89.9K - $108K
|
5.7K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-414- 1.06% |
$91.7K - $110K
|
38.8K
$9.86M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-430- 7.65% |
$95.2K - $115K
|
5.19K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-441- 6.22% |
$97.6K - $118K
|
6.65K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-494- 6.47% |
$109K - $132K
|
7.14K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-504- 9.44% |
$112K - $134K
|
4.83K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-508- 4.71% |
$112K - $136K
|
10.3K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-512- 17.57% |
$113K - $137K
|
2.4K
$611K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-518- 36.48% |
$115K - $138K
|
902
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-541- 1.65% |
$120K - $144K
|
32.3K
$8.21M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-567- 30.95% |
$126K - $151K
|
1.27K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-576- 1.92% |
$128K - $154K
|
29.4K
$7.46M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-577- 3.97% |
$128K - $154K
|
14K
$3.55M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-629- 2.51% |
$139K - $168K
|
24.4K
$6.21M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-639- 21.31% |
$141K - $171K
|
2.36K
$600K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-674- 37.63% |
$149K - $180K
|
1.12K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-695- 32.45% |
$154K - $185K
|
1.45K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-699- 42.34% |
$155K - $187K
|
952
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-702- 13.81% |
$155K - $187K
|
4.38K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-721- 2.94% |
$160K - $192K
|
23.8K
$6.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-739- 13.86% |
$164K - $197K
|
4.59K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-740- 4.36% |
$164K - $197K
|
16.2K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-786- 3.9% |
$174K - $210K
|
19.4K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-787- 6.22% |
$174K - $210K
|
11.9K
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-818- 37.99% |
$181K - $218K
|
1.34K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-928- 6.85% |
$205K - $248K
|
12.6K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-981- 79.43% |
$217K - $262K
|
254
$64.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.04K- 30.77% |
$230K - $278K
|
2.34K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.05K- 2.17% |
$233K - $281K
|
47.5K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.08K- 18.41% |
$238K - $287K
|
4.77K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.1K- 17.87% |
$242K - $292K
|
5.03K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.16K- 9.9% |
$256K - $308K
|
10.5K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.2K- 14.13% |
$265K - $320K
|
7.29K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.21K- 5.79% |
$267K - $322K
|
19.6K
$4.98M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.21K- 23.38% |
$268K - $323K
|
3.96K
$1.01M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.22K- 20.55% |
$270K - $326K
|
4.72K
$1.2M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.23K- 0.79% |
$272K - $328K
|
154K
$39.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 1.33% |
$287K - $346K
|
96.5K
$24.5M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.37K- 34.21% |
$304K - $366K
|
2.64K
$671K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.38K- 8.54% |
$306K - $369K
|
14.8K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.39K- 3.85% |
$307K - $370K
|
34.6K
$8.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.4K- 50.0% |
$309K - $372K
|
1.4K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.47K- 37.49% |
$325K - $391K
|
2.44K
$621K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.48K- 38.22% |
$327K - $394K
|
2.38K
$606K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.48K- 11.73% |
$327K - $394K
|
11.1K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.48K- 36.18% |
$328K - $395K
|
2.61K
$665K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 44.98% |
$355K - $428K
|
1.96K
$499K
|