Purchases and Sales Made in Q2 2023 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.2M+ 16223.48% |
$578M - $691M
|
4.22M
$1.06B
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
308KNew |
$42.5M - $50.7M
|
308K
$77.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
277K+ 23.77% |
$38.2M - $45.6M
|
1.44M
$364M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
207K+ 24.96% |
$28.5M - $34.1M
|
1.04M
$262M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
140K+ 75.69% |
$19.3M - $23.1M
|
326K
$82.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
132K+ 125.14% |
$18.1M - $21.7M
|
237K
$59.7M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
132K+ 125.14% |
$18.1M - $21.7M
|
237K
$59.7M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
105K+ 3247.19% |
$14.5M - $17.3M
|
108K
$27.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
104K+ 11.11% |
$14.3M - $17.1M
|
1.04M
$262M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
88KNew |
$12.1M - $14.5M
|
88K
$22.2M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
86K+ 57312.0% |
$11.8M - $14.1M
|
86.1K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
82.1K+ 408.77% |
$11.3M - $13.5M
|
102K
$25.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
69.1K+ 808.66% |
$9.52M - $11.4M
|
77.6K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.8K+ 37.31% |
$6.73M - $8.03M
|
180K
$45.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.4K+ 27.73% |
$6.66M - $7.96M
|
223K
$56.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
47.9K+ 151.87% |
$6.6M - $7.88M
|
79.4K
$20M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
40.3K+ 2705.97% |
$5.56M - $6.63M
|
41.8K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
36.3K+ 26.61% |
$5M - $5.97M
|
173K
$43.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.4K+ 7.02% |
$4.61M - $5.5M
|
510K
$129M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.4KNew |
$4.6M - $5.5M
|
33.4K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
31.5K+ 135.0% |
$4.34M - $5.19M
|
54.9K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.3K+ 109.89% |
$4.17M - $4.98M
|
57.9K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
29.9KNew |
$4.11M - $4.91M
|
29.9K
$7.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.3K+ 14.81% |
$3.89M - $4.65M
|
219K
$55.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
23.2KNew |
$3.19M - $3.81M
|
23.2K
$5.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22.4KNew |
$3.08M - $3.68M
|
22.4K
$5.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
21.8KNew |
$3M - $3.58M
|
21.8K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.4K+ 14.56% |
$2.53M - $3.02M
|
145K
$36.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18KNew |
$2.48M - $2.97M
|
18K
$4.55M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
17.4K+ 19.73% |
$2.4M - $2.86M
|
106K
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.8K+ 84.86% |
$2.32M - $2.77M
|
36.7K
$9.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8K+ 25.87% |
$2.31M - $2.76M
|
81.6K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
16.7K+ 29.81% |
$2.3M - $2.75M
|
72.7K
$18.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
16.4K+ 10.83% |
$2.26M - $2.7M
|
168K
$42.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6K+ 2.24% |
$2.15M - $2.57M
|
713K
$180M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.5K+ 32.94% |
$2.13M - $2.54M
|
62.4K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4K+ 540.12% |
$2.12M - $2.53M
|
18.2K
$4.59M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15K+ 1.02% |
$2.07M - $2.47M
|
1.49M
$376M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
14.9K+ 476.4% |
$2.05M - $2.45M
|
18K
$4.55M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
13.4K+ 203.45% |
$1.85M - $2.21M
|
20K
$5.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 198.57% |
$1.82M - $2.17M
|
19.8K
$5M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$1.68M - $2M
|
12.2K
$3.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.9KNew |
$1.64M - $1.96M
|
11.9K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 7.38% |
$1.6M - $1.92M
|
169K
$42.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
11.4KNew |
$1.58M - $1.88M
|
11.4K
$2.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
11.3KNew |
$1.56M - $1.87M
|
11.3K
$2.86M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.33KNew |
$1.29M - $1.53M
|
9.33K
$2.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.34KNew |
$1.15M - $1.37M
|
8.34K
$2.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
8.27KNew |
$1.14M - $1.36M
|
8.27K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.42K+ 250.37% |
$1.02M - $1.22M
|
10.4K
$2.62M
|