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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.73K- 14.56% |
$382K - $461K
|
10.1K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.84K- 1.24% |
$408K - $491K
|
147K
$37.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 20.56% |
$423K - $510K
|
7.39K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.99K- 2.28% |
$441K - $532K
|
85.5K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.11K- 2.33% |
$468K - $564K
|
88.5K
$22.5M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.14K- 20.92% |
$474K - $571K
|
8.09K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 15.28% |
$474K - $572K
|
11.9K
$3.02M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.2K- 15.05% |
$487K - $587K
|
12.4K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.32K- 16.93% |
$513K - $618K
|
11.4K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.33K- 30.45% |
$516K - $622K
|
5.33K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.5K- 35.42% |
$554K - $668K
|
4.56K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.57K- 2.31% |
$568K - $684K
|
109K
$27.6M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3K- 59.95% |
$665K - $801K
|
2.01K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.09K- 3.27% |
$683K - $824K
|
91.1K
$23.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.17K- 2.07% |
$702K - $846K
|
150K
$38.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.3K- 5.28% |
$730K - $880K
|
59.1K
$15M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.47K- 12.13% |
$767K - $925K
|
25.1K
$6.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.54K- 8.16% |
$784K - $945K
|
39.8K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-3.62K- 3.68% |
$802K - $967K
|
94.8K
$24.1M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.75K- 39.65% |
$830K - $1M
|
5.7K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.15K- 70.97% |
$918K - $1.11M
|
1.7K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-4.67K- 17.49% |
$1.03M - $1.25M
|
22K
$5.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.7K- 43.49% |
$1.04M - $1.25M
|
6.11K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.79K- 35.14% |
$1.06M - $1.28M
|
8.84K
$2.25M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.79K- 32.02% |
$1.06M - $1.28M
|
10.2K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.02K- 5.93% |
$1.11M - $1.34M
|
79.6K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.49K- 70.3% |
$1.22M - $1.47M
|
2.32K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.98K- 63.32% |
$1.32M - $1.6M
|
3.47K
$881K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.29K- 43.67% |
$1.39M - $1.68M
|
8.11K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.46K- 18.31% |
$1.43M - $1.72M
|
28.8K
$7.32M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.66K- 11.98% |
$1.47M - $1.78M
|
48.9K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-6.77K- 55.94% |
$1.5M - $1.81M
|
5.33K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.93K- 18.41% |
$1.53M - $1.85M
|
30.7K
$7.81M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.94K- 19.88% |
$1.54M - $1.85M
|
28K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.17K- 8.6% |
$1.81M - $2.18M
|
86.9K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.8K- 13.87% |
$1.95M - $2.35M
|
54.6K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-9.95K- 7.2% |
$2.2M - $2.66M
|
128K
$32.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-10.3K- 79.49% |
$2.28M - $2.75M
|
2.66K
$675K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.5K- 8.26% |
$2.54M - $3.06M
|
127K
$32.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-12.3K- 99.97% |
$2.72M - $3.28M
|
4
$1.02K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-13.3K- 51.12% |
$2.95M - $3.56M
|
12.7K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.4K- 99.99% |
$3.19M - $3.84M
|
2
$509
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.7K- 68.98% |
$3.92M - $4.73M
|
7.97K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21.4K- 4.57% |
$4.73M - $5.7M
|
446K
$113M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.1K- 2.55% |
$6M - $7.23M
|
1.04M
$263M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-34.4K- 70.91% |
$7.61M - $9.18M
|
14.1K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.3K- 29.25% |
$7.82M - $9.43M
|
85.5K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.7K- 30.68% |
$8.12M - $9.78M
|
82.8K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.5K- 9.93% |
$8.74M - $10.5M
|
358K
$91M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.3K- 5.64% |
$9.58M - $11.5M
|
724K
$184M
|