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 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 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-321- 5.0% |
$64.3K - $86.5K
|
6.1K
$1.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-353- 7.3% |
$70.7K - $95.1K
|
4.48K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-359- 3.53% |
$71.9K - $96.7K
|
9.81K
$2.64M
|
|
|
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 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-447- 6.13% |
$89.5K - $120K
|
6.84K
$1.84M
|
|
|
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 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.47K- 2.18% |
$294K - $396K
|
65.9K
$17.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.6K- 15.83% |
$321K - $432K
|
8.53K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.26K- 18.43% |
$453K - $609K
|
10K
$2.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.13K- 65.46% |
$626K - $842K
|
1.65K
$444K
|
|
|
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 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-6.34K- 25.97% |
$1.27M - $1.71M
|
18.1K
$4.87M
|
|
|
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
|