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
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.2K
+ 17.7%
$815K - $908K
34.6K $8.25M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
4.75K
New
$745K - $830K
4.75K $1.13M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
4.75K
+ 10.91%
$744K - $829K
48.3K $11.5M
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
4.73K
+ 103.79%
$742K - $827K
9.3K $2.22M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
4.7K
+ 6.06%
$737K - $821K
82.3K $19.6M
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
4.48K
New
$702K - $783K
4.48K $1.07M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
4.19K
New
$656K - $731K
4.19K $998K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
4.17K
+ 7.21%
$653K - $728K
62K $14.8M
Oct 25, 2023 Q3 2023
Bensler, LLC

Bellevue, WA
BUY
 -
4.16K
+ 6.22%
$652K - $727K
71K $16.9M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
3.53K
+ 13.54%
$552K - $616K
29.6K $7.05M
Nov 13, 2023 Q3 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
3.45K
+ 3.18%
$540K - $602K
112K $26.6M
Nov 06, 2023 Q3 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
3.4K
New
$532K - $593K
3.4K $810K
Nov 15, 2023 Q3 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
3.06K
New
$480K - $535K
3.06K $730K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
3.05K
+ 1.4%
$478K - $533K
220K $52.6M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
2.97K
+ 60.92%
$465K - $518K
7.84K $1.87M
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
2.93K
New
$459K - $511K
2.93K $698K
Oct 27, 2023 Q3 2023
Mwa Asset Management

Lexington, MA
BUY
 -
2.84K
New
$445K - $496K
2.84K $677K
Nov 14, 2023 Q3 2023
Peterson Wealth Management

BUY
 -
2.65K
+ 29.34%
$415K - $462K
11.7K $2.78M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.45K
+ 12.61%
$383K - $427K
21.9K $5.21M
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
2.22K
New
$348K - $388K
2.22K $529K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
2.19K
+ 5.07%
$343K - $382K
45.4K $10.8M
Nov 08, 2023 Q3 2023
Concentrum Wealth Management

BUY
 -
2.06K
New
$323K - $360K
2.06K $492K
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
2.03K
New
$319K - $355K
2.03K $485K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
1.94K
+ 11.35%
$304K - $339K
19K $4.54M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.91K
+ 7.77%
$298K - $333K
26.4K $6.3M
Nov 09, 2023 Q3 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
1.83K
New
$287K - $320K
1.83K $436K
Oct 30, 2023 Q3 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
1.74K
New
$273K - $304K
1.74K $415K
Nov 13, 2023 Q3 2023
Institutional & Family Asset Management, LLC

BUY
 -
1.72K
+ 2041.67%
$269K - $299K
1.8K $429K
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.68K
+ 25.13%
$263K - $293K
8.36K $1.99M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.67K
+ 74.83%
$262K - $292K
3.9K $931K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
1.6K
+ 1600.0%
$251K - $279K
1.7K $405K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.56K
+ 95.59%
$244K - $272K
3.19K $761K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.54K
+ 18.73%
$241K - $268K
9.74K $2.32M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.52K
+ 1.86%
$238K - $265K
83.1K $19.8M
Oct 16, 2023 Q3 2023
Trust CO Of Oklahoma

BUY
 -
1.34K
+ 51.36%
$211K - $235K
3.96K $944K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.24K
+ 8.04%
$194K - $217K
16.7K $3.97M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
1.11K
+ 91.8%
$174K - $194K
2.32K $552K
Oct 24, 2023 Q3 2023
Wealth Management Partners, LLC

BUY
 -
1.05K
+ 3.42%
$165K - $184K
31.8K $7.59M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
1.02K
+ 34.82%
$160K - $178K
3.95K $942K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
1K
New
$157K - $175K
1K $238K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
1K
+ 123.76%
$157K - $175K
1.81K $431K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
986
+ 72.71%
$154K - $172K
2.34K $558K
Oct 12, 2023 Q3 2023
Toth Financial Advisory Corp

BUY
 -
968
+ 7.85%
$152K - $169K
13.3K $3.17M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
960
+ 30.72%
$150K - $168K
4.09K $974K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
929
+ 66.5%
$146K - $162K
2.33K $555K
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
882
+ 33.82%
$138K - $154K
3.49K $832K
Oct 19, 2023 Q3 2023
Pcg Wealth Advisors, LLC

BUY
 -
880
+ 14.68%
$138K - $154K
6.87K $1.64M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
797
+ 6.41%
$125K - $139K
13.2K $3.15M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
797
+ 10.68%
$125K - $139K
8.26K $1.97M

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