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
Forvis Wealth Advisors, LLC

BUY
 -
1.33K
New
$184K - $219K
1.33K $356K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
1.32K
+ 28.41%
$182K - $218K
5.98K $1.6M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.31K
+ 25.2%
$180K - $215K
6.49K $1.73M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.29K
+ 7.13%
$177K - $211K
19.3K $5.15M
Jul 27, 2023 Q2 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
1.28K
New
$177K - $211K
1.28K $342K
Jul 25, 2023 Q2 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
1.27K
New
$175K - $209K
1.27K $338K
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
1.25K
New
$173K - $206K
1.25K $334K
Jul 11, 2023 Q2 2023
Juncture Wealth Strategies, LLC

BUY
 -
1.23K
+ 17.76%
$169K - $202K
8.14K $2.17M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
1.21K
New
$166K - $198K
1.21K $322K
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
932
+ 5.45%
$128K - $153K
18K $4.81M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
861
+ 20.27%
$119K - $142K
5.11K $1.36M
Jul 18, 2023 Q2 2023
Atwood & Palmer Inc

BUY
 -
860
+ 177.32%
$118K - $142K
1.35K $359K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
798
+ 36.39%
$110K - $131K
2.99K $798K
Jul 10, 2023 Q2 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
791
+ 34.91%
$109K - $130K
3.06K $816K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
780
+ 20.63%
$107K - $128K
4.56K $1.22M
Jul 27, 2023 Q2 2023
Quantum Private Wealth, LLC

Lake Forest, IL
BUY
 -
660
+ 9.94%
$90.9K - $109K
7.3K $1.95M
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
652
+ 26.79%
$89.8K - $107K
3.09K $824K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
648
+ 77.14%
$89.3K - $107K
1.49K $397K
Jul 24, 2023 Q2 2023
Wealth Management Partners, LLC

BUY
 -
637
+ 2.11%
$87.8K - $105K
30.8K $8.21M
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
619
+ 1.68%
$85.3K - $102K
37.4K $9.98M
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
619
+ 2.45%
$85.3K - $102K
25.8K $6.89M
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
560
+ 4.94%
$77.2K - $92.1K
11.9K $3.17M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
508
+ 10.03%
$70K - $83.6K
5.57K $1.49M
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
473
+ 1.82%
$65.2K - $77.8K
26.5K $7.08M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
463
+ 7.09%
$63.8K - $76.2K
6.99K $1.87M
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
417
+ 79.43%
$57.5K - $68.6K
942 $251K
Jul 17, 2023 Q2 2023
Strategic Wealth Investment Group, LLC

BUY
 -
409
+ 23.78%
$56.4K - $67.3K
2.13K $568K
Jul 26, 2023 Q2 2023
Strengthening Families & Communities, LLC

BUY
 -
404
New
$55.7K - $66.5K
404 $108K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
399
+ 15.29%
$55K - $65.7K
3.01K $803K
Aug 09, 2023 Q2 2023
Camden Capital, LLC

BUY
 -
396
+ 24.73%
$54.6K - $65.2K
2K $533K
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
368
New
$50.7K - $60.6K
368 $98.2K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
277
New
$38.2K - $45.6K
277 $73.9K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
270
+ 4.97%
$37.2K - $44.4K
5.7K $1.52M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
246
+ 15.69%
$33.9K - $40.5K
1.81K $484K
Aug 18, 2023 Q2 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
244
+ 1.07%
$33.6K - $40.2K
23.1K $6.15M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
237
+ 3.7%
$32.7K - $39K
6.64K $1.77M
Aug 08, 2023 Q2 2023
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
234
+ 3.09%
$32.2K - $38.5K
7.8K $2.08M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
220
+ 2.76%
$30.3K - $36.2K
8.2K $2.19M
Sep 14, 2023 Q2 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
204
+ 2.07%
$28.1K - $33.6K
10.1K $2.68M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
203
+ 10.42%
$28K - $33.4K
2.15K $574K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
192
+ 2.53%
$26.5K - $31.6K
7.77K $2.07M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
190
+ 10.43%
$26.2K - $31.3K
2.01K $537K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
148
+ 2.02%
$20.4K - $24.4K
7.46K $1.99M
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
135
+ 1.33%
$18.6K - $22.2K
10.3K $2.75M
Jul 24, 2023 Q2 2023
Financial Services Advisory Inc

BUY
 -
132
+ 2.39%
$18.2K - $21.7K
5.65K $1.51M
Aug 02, 2023 Q2 2023
Fusion Capital, LLC

BUY
 -
128
+ 5.62%
$17.6K - $21.1K
2.41K $642K
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
BUY
 -
127
+ 127.0%
$17.5K - $20.9K
227 $60.6K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
125
+ 2.97%
$17.2K - $20.6K
4.33K $1.16M
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
123
New
$16.9K - $20.2K
123 $32.8K

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