Purchases and Sales Made in Q3 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 Q3 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
Oct 12, 2023 Q3 2023
Churchill Management Corp

BUY
 -
2.17M
New
$340M - $379M
2.17M $529M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
114K
+ 10.99%
$17.9M - $19.9M
1.15M $280M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
85.2K
New
$13.3M - $14.9M
85.2K $20.8M
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
62.3K
New
$9.77M - $10.9M
62.3K $15.2M
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
58.5K
New
$9.16M - $10.2M
58.5K $14.2M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
57.5K
+ 3.98%
$9M - $10M
1.5M $365M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
52.9K
+ 814.69%
$8.29M - $9.24M
59.4K $14.5M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
47K
+ 2634.55%
$7.36M - $8.2M
48.8K $11.9M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
42.5K
+ 19.69%
$6.66M - $7.43M
258K $63M
Nov 13, 2023 Q3 2023
Mirabella Financial Services LLP

London, X0
BUY
 -
38.4K
New
$6.02M - $6.71M
38.4K $9.37M
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
32.3K
+ 0.77%
$5.06M - $5.64M
4.25M $1.04B
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
31.1K
+ 36.1%
$4.87M - $5.43M
117K $28.6M
Nov 13, 2023 Q3 2023
Gfg Capital, LLC

BUY
 -
29.4K
New
$4.6M - $5.13M
29.4K $7.16M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
28.5K
+ 23.0%
$4.47M - $4.99M
153K $37.2M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
27.8K
+ 6.66%
$4.35M - $4.85M
445K $108M
Nov 14, 2023 Q3 2023
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
24.9K
+ 23.58%
$3.9M - $4.35M
131K $31.8M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
21.8K
+ 6.68%
$3.41M - $3.8M
347K $84.6M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
21.1K
+ 90.71%
$3.31M - $3.69M
44.4K $10.8M
Nov 14, 2023 Q3 2023
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
20.8K
New
$3.25M - $3.63M
20.8K $5.06M
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
18.9K
+ 160.63%
$2.95M - $3.29M
30.6K $7.45M
Nov 08, 2023 Q3 2023
Sepio Capital, LP

BUY
 -
17.9K
New
$2.8M - $3.12M
17.9K $4.35M
Nov 01, 2023 Q3 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
16.6K
+ 39.76%
$2.6M - $2.9M
58.4K $14.2M
Nov 13, 2023 Q3 2023
Paragon Private Wealth Management, LLC

BUY
 -
16.6K
+ 196.55%
$2.6M - $2.9M
25K $6.1M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
16.2K
+ 463.72%
$2.54M - $2.83M
19.7K $4.79M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
15.7K
New
$2.46M - $2.75M
15.7K $3.83M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
15.3K
+ 6.99%
$2.4M - $2.68M
234K $57.1M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
15.2K
New
$2.38M - $2.65M
15.2K $3.69M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
14K
New
$2.19M - $2.44M
14K $3.4M
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
13.6K
+ 7.87%
$2.13M - $2.37M
186K $45.4M
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

BUY
 -
13.1K
New
$2.05M - $2.28M
13.1K $3.19M
Nov 09, 2023 Q3 2023
Prudential PLC

London, England, X0
BUY
 -
12.7K
New
$1.99M - $2.22M
12.7K $3.09M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
10.8K
New
$1.7M - $1.89M
10.8K $2.64M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
10.5K
+ 2666.92%
$1.64M - $1.83M
10.9K $2.65M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
9.01K
New
$1.41M - $1.57M
9.01K $2.19M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
8.87K
+ 319.8%
$1.39M - $1.55M
11.6K $2.84M
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
8.84K
+ 159.02%
$1.38M - $1.54M
14.4K $3.51M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
8.6K
+ 154.29%
$1.35M - $1.5M
14.2K $3.45M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
8.58K
+ 1.2%
$1.34M - $1.5M
722K $176M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
7.22K
New
$1.13M - $1.26M
7.22K $1.76M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
7.2K
+ 35.17%
$1.13M - $1.26M
27.7K $6.74M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
6.91K
+ 387.38%
$1.08M - $1.21M
8.69K $2.12M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6.82K
+ 585.67%
$1.07M - $1.19M
7.99K $1.95M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
6.82K
+ 55.35%
$1.07M - $1.19M
19.1K $4.66M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
6.53K
New
$1.02M - $1.14M
6.53K $1.59M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
5.94K
+ 3.54%
$930K - $1.04M
174K $42.4M
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
5.87K
+ 23.83%
$920K - $1.02M
30.5K $7.43M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
5.39K
New
$844K - $941K
5.39K $1.31M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
5.36K
New
$840K - $936K
5.36K $1.31M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
5.25K
+ 62.97%
$823K - $917K
13.6K $3.31M

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