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 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
123
+ 0.83%
$16.9K - $20.2K
15K $3.57M
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
120
New
$16.5K - $19.7K
120 $28.6K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
116
+ 77.85%
$16K - $19.1K
265 $63.2K
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
113
+ 3.69%
$15.6K - $18.6K
3.17K $756K
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
106
+ 2.69%
$14.6K - $17.4K
4.04K $964K
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
100
New
$13.8K - $16.5K
100 $23.8K
Jul 26, 2023 Q2 2023
Kesler, Norman & Wride, LLC

BUY
 -
97
+ 2.59%
$13.4K - $16K
3.84K $916K
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
88
+ 3.28%
$12.1K - $14.5K
2.77K $661K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
85
+ 5.85%
$11.7K - $14K
1.54K $367K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
76
New
$10.5K - $12.5K
76 $18.1K
Aug 11, 2023 Q2 2023
Harvest Investment Services, LLC

BUY
 -
64
+ 3.13%
$8.82K - $10.5K
2.11K $502K
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
60
+ 0.74%
$8.27K - $9.87K
8.18K $1.95M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
37
+ 2.68%
$5.1K - $6.09K
1.42K $338K
Aug 10, 2023 Q2 2023
Somerset Group LLC

Wayzata, MN
BUY
 -
32
+ 0.25%
$4.41K - $5.27K
12.7K $3.03M
Jul 14, 2023 Q2 2023
Smart Portfolios, LLC

Seattle, WA
BUY
 -
28
+ 0.57%
$3.86K - $4.61K
4.93K $1.17M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
24
New
$3.31K - $3.95K
24 $5.72K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
18
New
$2.48K - $2.96K
18 $4.29K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
17
+ 0.03%
$2.34K - $2.8K
61.5K $14.7M
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
15
+ 0.39%
$2.07K - $2.47K
3.82K $910K
Sep 08, 2023 Q2 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
14
+ 4.5%
$1.93K - $2.3K
325 $77.5K
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
14
+ 0.13%
$1.93K - $2.3K
10.7K $2.56M
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
11
New
$1.52K - $1.81K
11 $2.62K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
9
+ 7.5%
$1.24K - $1.48K
129 $30.8K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
8
New
$1.1K - $1.32K
8 $1.91K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
8
+ 0.67%
$1.1K - $1.32K
1.21K $288K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
7
New
$965 - $1.15K
7 $1.67K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
5
+ 0.18%
$689 - $823
2.84K $677K
Aug 03, 2023 Q2 2023
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
2
+ 0.12%
$276 - $329
1.69K $402K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

SELL
 -
-1
- 0.04%
$138 - $165
2.33K $556K
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-1
- 0.04%
$138 - $165
2.85K $681K
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

SELL
 -
-2
- 0.07%
$276 - $329
2.77K $661K
Aug 10, 2023 Q2 2023
Triton Wealth Management, Pllc

SELL
 -
-5
- 0.35%
$689 - $823
1.41K $337K
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-5
- 0.47%
$689 - $823
1.07K $255K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

SELL
 -
-5
- 4.85%
$689 - $823
98 $23.4K
Aug 04, 2023 Q2 2023
Lyell Wealth Management, LP

SELL
 -
-6
- 0.29%
$827 - $987
2.06K $490K
Jul 19, 2023 Q2 2023
Tfg Advisers LLC

SELL
 -
-7
- 0.31%
$965 - $1.15K
2.23K $533K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

SELL
 -
-8
- 7.41%
$1.1K - $1.32K
100 $23.8K
Jul 05, 2023 Q2 2023
M&R Capital Management Inc

SELL
 -
-10
- 4.13%
$1.38K - $1.65K
232 $55.3K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
SELL
 -
-13
- 0.07%
$1.79K - $2.14K
18.1K $4.31M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

SELL
 -
-14
- 0.32%
$1.93K - $2.3K
4.3K $1.03M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-15
- 2.74%
$2.07K - $2.47K
532 $127K
Aug 04, 2023 Q2 2023
Lincoln National Corp

SELL
 -
-15
- 0.53%
$2.07K - $2.47K
2.82K $672K
Aug 08, 2023 Q2 2023
Resolute Wealth Strategies, LLC

Jackson, MS
SELL
 -
-15
- 0.16%
$2.07K - $2.47K
9.24K $2.2M
Jul 18, 2023 Q2 2023
Allworth Financial LP

SELL
 -
-17
- 4.58%
$2.34K - $2.8K
354 $84.4K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-19
- 0.21%
$2.62K - $3.13K
9K $2.15M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-20
- 1.12%
$2.76K - $3.29K
1.77K $422K
Aug 04, 2023 Q2 2023
Princeton Global Asset Management LLC

SELL
 -
-35
- 0.85%
$4.82K - $5.76K
4.07K $970K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

SELL
 -
-40
- 1.34%
$5.51K - $6.58K
2.94K $700K

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