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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-40- 0.86% |
$5.51K - $6.58K
|
4.61K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-40- 1.88% |
$5.51K - $6.58K
|
2.08K
$556K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-43- 97.73% |
$5.92K - $7.08K
|
1
$267
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-51- 0.2% |
$7.03K - $8.39K
|
26K
$6.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-57- 3.75% |
$7.85K - $9.38K
|
1.46K
$390K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-57- 1.84% |
$7.85K - $9.38K
|
3.03K
$810K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-59- 1.88% |
$8.13K - $9.71K
|
3.08K
$822K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-60- 3.15% |
$8.27K - $9.87K
|
1.84K
$492K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-61- 0.93% |
$8.41K - $10K
|
6.49K
$1.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-63- 57.8% |
$8.68K - $10.4K
|
46
$12.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-63- 48.09% |
$8.68K - $10.4K
|
68
$18.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-65- 2.99% |
$8.96K - $10.7K
|
2.11K
$563K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-69- 0.91% |
$9.51K - $11.4K
|
7.53K
$2.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-70- 3.87% |
$9.65K - $11.5K
|
1.74K
$464K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-70- 4.26% |
$9.65K - $11.5K
|
1.58K
$420K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-75- 65.79% |
$10.3K - $12.3K
|
39
$10.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-75- 0.68% |
$10.3K - $12.3K
|
11K
$2.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-78- 2.39% |
$10.7K - $12.8K
|
3.19K
$851K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-81- 5.03% |
$11.2K - $13.3K
|
1.53K
$408K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-85- 4.95% |
$11.7K - $14K
|
1.63K
$436K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-87- 5.59% |
$12K - $14.3K
|
1.47K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-90- 4.39% |
$12.4K - $14.8K
|
1.96K
$523K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-90- 70.87% |
$12.4K - $14.8K
|
37
$9.87K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-98- 6.35% |
$13.5K - $16.1K
|
1.45K
$386K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 3.39% |
$13.8K - $16.5K
|
2.85K
$761K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-100- 2.66% |
$13.8K - $16.5K
|
3.65K
$975K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-104- 2.23% |
$14.3K - $17.1K
|
4.55K
$1.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-104- 2.42% |
$14.3K - $17.1K
|
4.2K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-110- 1.29% |
$15.2K - $18.1K
|
8.43K
$2.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-117- 9.9% |
$16.1K - $19.3K
|
1.07K
$284K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-117- 12.65% |
$16.1K - $19.3K
|
808
$216K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-122- 1.43% |
$16.8K - $20.1K
|
8.44K
$2.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 24.36% |
$16.9K - $20.2K
|
382
$102K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-123- 24.36% |
$16.9K - $20.2K
|
382
$102K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-126- 4.81% |
$17.4K - $20.7K
|
2.49K
$666K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-129- 6.4% |
$17.8K - $21.2K
|
1.89K
$504K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-135- 53.57% |
$18.6K - $22.2K
|
117
$31.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-137- 7.19% |
$18.9K - $22.5K
|
1.77K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-150- 3.03% |
$20.7K - $24.7K
|
4.8K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-150- 0.73% |
$20.7K - $24.7K
|
20.3K
$5.42M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-150- 12.24% |
$20.7K - $24.7K
|
1.08K
$287K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-150- 15.0% |
$20.7K - $24.7K
|
850
$227K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-151- 1.01% |
$20.8K - $24.8K
|
14.8K
$3.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-161- 5.72% |
$22.2K - $26.5K
|
2.66K
$709K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-161- 3.64% |
$22.2K - $26.5K
|
4.27K
$1.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-170- 0.52% |
$23.4K - $28K
|
32.8K
$8.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-170- 1.68% |
$23.4K - $28K
|
9.97K
$2.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-172- 2.79% |
$23.7K - $28.3K
|
6K
$1.6M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-183- 2.34% |
$25.2K - $30.1K
|
7.64K
$2.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 5.41% |
$25.5K - $30.4K
|
3.24K
$864K
|