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 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-193- 3.12% |
$26.6K - $31.8K
|
5.99K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-196- 49.37% |
$27K - $32.3K
|
201
$49K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-196- 36.98% |
$27K - $32.3K
|
334
$81.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-208- 7.39% |
$28.7K - $34.2K
|
2.61K
$635K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-211- 4.25% |
$29.1K - $34.7K
|
4.76K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-215- 46.24% |
$29.6K - $35.4K
|
250
$60.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-221- 4.81% |
$30.5K - $36.4K
|
4.37K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-239- 2.85% |
$32.9K - $39.3K
|
8.15K
$1.99M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-258- 11.45% |
$35.5K - $42.5K
|
2K
$486K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-270- 51.92% |
$37.2K - $44.4K
|
250
$60.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-272- 1.81% |
$37.5K - $44.8K
|
14.8K
$3.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-278- 39.43% |
$38.3K - $45.7K
|
427
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-282- 0.64% |
$38.9K - $46.4K
|
43.5K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-282- 10.93% |
$38.9K - $46.4K
|
2.3K
$560K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-287- 9.45% |
$39.5K - $47.2K
|
2.75K
$670K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-292- 11.82% |
$40.2K - $48K
|
2.18K
$531K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-295- 8.66% |
$40.6K - $48.5K
|
3.11K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-296- 4.78% |
$40.8K - $48.7K
|
5.89K
$1.44M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-299- 4.37% |
$41.2K - $49.2K
|
6.55K
$1.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-300- 15.79% |
$41.3K - $49.4K
|
1.6K
$390K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-311- 4.4% |
$42.9K - $51.2K
|
6.77K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-336- 2.13% |
$46.3K - $55.3K
|
15.4K
$3.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-343- 21.28% |
$47.3K - $56.4K
|
1.27K
$309K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-378- 21.8% |
$52.1K - $62.2K
|
1.36K
$330K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-380- 1.39% |
$52.4K - $62.5K
|
27K
$6.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-424- 4.66% |
$58.4K - $69.8K
|
8.68K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-440- 9.91% |
$60.6K - $72.4K
|
4K
$974K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-494- 2.48% |
$68.1K - $81.3K
|
19.4K
$4.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-503- 19.59% |
$69.3K - $82.8K
|
2.07K
$503K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-514- 28.97% |
$70.8K - $84.6K
|
1.26K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-519- 5.58% |
$71.5K - $85.4K
|
8.78K
$2.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-536- 2.25% |
$73.9K - $88.2K
|
23.3K
$5.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-539- 0.79% |
$74.3K - $88.7K
|
67.8K
$16.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-540- 9.11% |
$74.4K - $88.9K
|
5.39K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-543- 6.23% |
$74.8K - $89.4K
|
8.18K
$1.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-565- 5.76% |
$77.9K - $93K
|
9.25K
$2.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-580- 9.5% |
$79.9K - $95.4K
|
5.53K
$1.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-607- 1.17% |
$83.6K - $99.9K
|
51.4K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-626- 5.74% |
$86.3K - $103K
|
10.3K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-712- 33.76% |
$98.1K - $117K
|
1.4K
$340K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-736- 9.57% |
$101K - $121K
|
6.96K
$1.69M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-763- 11.11% |
$105K - $126K
|
6.11K
$1.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-770- 9.81% |
$106K - $127K
|
7.08K
$1.73M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-782- 4.33% |
$108K - $129K
|
17.3K
$4.21M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-805- 5.6% |
$111K - $132K
|
13.6K
$3.31M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-900- 1.65% |
$124K - $148K
|
53.6K
$13M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-952- 9.32% |
$131K - $157K
|
9.26K
$2.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-1.01K- 40.66% |
$139K - $166K
|
1.47K
$359K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.03K- 11.68% |
$142K - $169K
|
7.79K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.09K- 37.17% |
$150K - $180K
|
1.84K
$449K
|