Purchases and Sales Made in Q2 2025 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q2 2025. 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 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-7- 0.41% |
$1.4K - $1.89K
|
1.72K
$462K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9- 0.54% |
$1.8K - $2.42K
|
1.67K
$450K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-11- 0.59% |
$2.2K - $2.96K
|
1.85K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-16- 0.85% |
$3.2K - $4.31K
|
1.87K
$502K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-18- 0.57% |
$3.61K - $4.85K
|
3.13K
$843K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-23- 0.95% |
$4.61K - $6.19K
|
2.4K
$646K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-25- 1.08% |
$5.01K - $6.73K
|
2.29K
$616K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-25- 2.34% |
$5.01K - $6.73K
|
1.04K
$281K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-41- 1.26% |
$8.21K - $11K
|
3.22K
$867K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-55- 1.05% |
$11K - $14.8K
|
5.17K
$1.39M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-90- 8.65% |
$18K - $24.2K
|
950
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-96- 9.21% |
$19.2K - $25.9K
|
946
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-97- 6.48% |
$19.4K - $26.1K
|
1.4K
$376K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-100- 3.74% |
$20K - $26.9K
|
2.58K
$693K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.38% |
$20K - $26.9K
|
26.6K
$7.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 2.53% |
$21.6K - $29.1K
|
4.16K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 70.55% |
$23K - $31K
|
48
$12.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-117- 6.84% |
$23.4K - $31.5K
|
1.59K
$429K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-120- 34.09% |
$24K - $32.3K
|
232
$62.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-130- 0.34% |
$26K - $35K
|
38.6K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-145- 3.41% |
$29K - $39.1K
|
4.11K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-149- 15.11% |
$29.8K - $40.1K
|
837
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-156- 4.41% |
$31.2K - $42K
|
3.38K
$910K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-165- 0.35% |
$33K - $44.4K
|
47.4K
$12.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-179- 2.45% |
$35.9K - $48.2K
|
7.12K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-205- 18.35% |
$41.1K - $55.2K
|
912
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-238- 10.08% |
$47.7K - $64.1K
|
2.12K
$571K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-250- 15.63% |
$50.1K - $67.3K
|
1.35K
$363K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-250- 16.28% |
$50.1K - $67.3K
|
1.29K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-259- 4.55% |
$51.9K - $69.8K
|
5.43K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-259- 17.69% |
$51.9K - $69.8K
|
1.21K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-277- 4.77% |
$55.5K - $74.6K
|
5.53K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-297- 0.92% |
$59.5K - $80K
|
32K
$8.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-359- 7.87% |
$71.9K - $96.7K
|
4.2K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-398- 10.86% |
$79.7K - $107K
|
3.27K
$879K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-508- 0.34% |
$102K - $137K
|
149K
$40.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-548- 2.27% |
$110K - $148K
|
23.6K
$6.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-551- 6.52% |
$110K - $148K
|
7.89K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-561- 15.47% |
$112K - $151K
|
3.07K
$825K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-592- 9.69% |
$119K - $159K
|
5.52K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-607- 6.44% |
$122K - $163K
|
8.82K
$2.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-883- 20.16% |
$177K - $238K
|
3.5K
$941K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.47K- 1.52% |
$293K - $395K
|
95K
$25.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.26K- 18.43% |
$453K - $609K
|
10K
$2.69M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.46K- 66.57% |
$692K - $931K
|
1.74K
$467K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.66K- 42.82% |
$733K - $985K
|
4.88K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.48K- 16.27% |
$1.3M - $1.75M
|
33.4K
$8.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-8.09K- 64.74% |
$1.62M - $2.18M
|
4.4K
$1.18M
|