Purchases and Sales Made in Q2 2023 in First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

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 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
6.75K
+ 106.96%
$929K - $1.11M
13.1K $3.18M
Aug 14, 2023 Q2 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
6.59K
New
$907K - $1.08M
6.59K $1.6M
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
6.44K
New
$887K - $1.06M
6.44K $1.57M
Aug 14, 2023 Q2 2023
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.

Tel Aviv, L3
BUY
 -
6.14K
New
$845K - $1.01M
6.14K $1.49M
Aug 11, 2023 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
6.11K
New
$841K - $1M
6.11K $1.49M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
5.58K
+ 5.83%
$768K - $918K
101K $24.7M
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
5.56K
New
$766K - $914K
5.56K $1.35M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
5.16K
+ 17.63%
$711K - $849K
34.4K $8.39M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
5.15K
+ 87.19%
$709K - $847K
11K $2.69M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
5.12K
New
$706K - $843K
5.12K $1.25M
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
4.87K
New
$671K - $801K
4.87K $1.19M
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
4.67K
+ 107.35%
$644K - $769K
9.03K $2.2M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.47K
+ 14.08%
$616K - $735K
36.2K $8.82M
Aug 17, 2023 Q2 2023
Peterson Wealth Management

BUY
 -
4.43K
+ 96.49%
$611K - $729K
9.02K $2.2M
Jul 27, 2023 Q2 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
4.26K
New
$586K - $700K
4.26K $1.04M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
4.15K
+ 17.27%
$571K - $682K
28.2K $6.86M
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
3.61K
+ 40.88%
$497K - $593K
12.4K $3.03M
Aug 03, 2023 Q2 2023
Wmg Financial Advisors, LLC

BUY
 -
3.55K
+ 221.81%
$489K - $584K
5.15K $1.25M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
3.48K
New
$480K - $573K
3.48K $848K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
3.15K
+ 18.2%
$435K - $519K
20.5K $4.99M
Jul 20, 2023 Q2 2023
Bensler, LLC

Bellevue, WA
BUY
 -
3.02K
+ 4.74%
$417K - $498K
66.9K $16.3M
Aug 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
2.95K
+ 126.92%
$407K - $486K
5.28K $1.29M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
2.89K
+ 20.33%
$398K - $475K
17.1K $4.16M
Jul 19, 2023 Q2 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
2.63K
+ 8.79%
$363K - $433K
32.6K $7.94M
Jul 11, 2023 Q2 2023
Trust CO Of Oklahoma

BUY
 -
2.62K
New
$361K - $431K
2.62K $638K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.54K
+ 5.11%
$350K - $418K
52.3K $12.7M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2.39K
+ 41.12%
$329K - $393K
8.2K $2M
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
2.35K
+ 23.55%
$324K - $387K
12.3K $3M
Aug 06, 2024 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
2.25K
New
$310K - $371K
2.25K $549K
Aug 14, 2023 Q2 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
2.22K
+ 44.76%
$306K - $365K
7.18K $1.75M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
2.2K
+ 44.78%
$302K - $361K
7.1K $1.73M
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
2.05K
New
$283K - $338K
2.05K $500K
Jul 12, 2023 Q2 2023
Darwin Advisors, LLC

BUY
 -
2.01K
New
$277K - $331K
2.01K $490K
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
1.95K
+ 19.88%
$268K - $320K
11.7K $2.86M
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
1.94K
+ 87.96%
$268K - $320K
4.15K $1.01M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
1.83K
New
$252K - $301K
1.83K $446K
Aug 03, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
1.79K
New
$246K - $294K
1.79K $435K
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.78K
New
$246K - $293K
1.78K $434K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
1.74K
+ 4471.79%
$240K - $287K
1.78K $434K
Aug 14, 2023 Q2 2023
Y Intercept (Hong Kong) LTD

BUY
 -
1.74K
+ 56.11%
$240K - $286K
4.84K $1.18M
Aug 04, 2023 Q2 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
1.74K
New
$239K - $286K
1.74K $423K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
1.72K
New
$237K - $283K
1.72K $420K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
1.48K
+ 3.54%
$204K - $243K
43.2K $10.5M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.46K
+ 27.97%
$201K - $240K
6.68K $1.63M
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
1.43K
New
$197K - $236K
1.43K $349K
Aug 15, 2023 Q2 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
1.42K
+ 2.49%
$196K - $234K
58.6K $14.3M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
1.38K
+ 57.71%
$190K - $227K
3.77K $920K
Jul 13, 2023 Q2 2023
Hfg Advisors, Inc.

BUY
 -
1.34K
New
$185K - $221K
1.34K $327K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.34K
+ 82.51%
$184K - $220K
2.95K $720K

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