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 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
764
+ 3.86%
$120K - $133K
20.6K $4.91M
Nov 13, 2023 Q3 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
763
+ 12.49%
$120K - $133K
6.87K $1.64M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
740
+ 25.06%
$116K - $129K
3.69K $881K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
737
+ 47.89%
$115K - $129K
2.28K $543K
Oct 23, 2023 Q3 2023
Tria Gen Wealth Management LLC

BUY
 -
726
+ 5.97%
$114K - $127K
12.9K $3.07M
Oct 30, 2023 Q3 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
721
+ 3.13%
$113K - $126K
23.8K $5.67M
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
645
New
$101K - $113K
645 $154K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
645
+ 3.58%
$101K - $113K
18.7K $4.45M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
637
+ 0.44%
$99.8K - $111K
145K $34.6M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
624
+ 6.25%
$97.8K - $109K
10.6K $2.53M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
613
+ 1.83%
$96.1K - $107K
34K $8.11M
Oct 23, 2023 Q3 2023
Signature Wealth Management Partners, LLC

BUY
 -
606
+ 14.43%
$95K - $106K
4.81K $1.15M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
527
+ 2.73%
$82.6K - $92K
19.8K $4.73M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
492
+ 7.41%
$77.1K - $85.9K
7.13K $1.7M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
462
+ 1.28%
$72.4K - $80.7K
36.7K $8.75M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
397
+ 4.52%
$62.2K - $69.3K
9.18K $2.19M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
391
New
$61.3K - $68.3K
391 $93.2K
Jan 02, 2024 Q3 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
383
+ 1.02%
$60K - $66.9K
37.8K $9.01M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
377
+ 3.67%
$59.1K - $65.8K
10.7K $2.54M
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
374
+ 12.23%
$58.6K - $65.3K
3.43K $818K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
371
+ 6.3%
$58.1K - $64.8K
6.26K $1.49M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
357
+ 8.83%
$55.9K - $62.3K
4.4K $1.05M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
352
+ 16.05%
$55.2K - $61.5K
2.55K $607K
Nov 01, 2023 Q3 2023
Woodward Diversified Capital, LLC

BUY
 -
323
+ 10.65%
$50.6K - $56.4K
3.36K $800K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
317
+ 1.75%
$49.7K - $55.4K
18.4K $4.39M
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
316
New
$49.5K - $55.2K
316 $75.3K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
300
New
$47K - $52.4K
300 $71.5K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
289
+ 3.79%
$45.3K - $50.5K
7.92K $1.89M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
288
+ 2.38%
$45.1K - $50.3K
12.4K $2.95M
Nov 13, 2023 Q3 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
264
+ 3.39%
$41.4K - $46.1K
8.05K $1.92M
Oct 30, 2023 Q3 2023
Meitav Dash Investments LTD

BUY
 -
260
+ 2.19%
$40.7K - $45.4K
12.2K $2.9M
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
230
+ 3.84%
$36K - $40.2K
6.21K $1.48M
Nov 09, 2023 Q3 2023
Kesler, Norman & Wride, LLC

BUY
 -
228
+ 5.93%
$35.7K - $39.8K
4.07K $971K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
215
New
$33.7K - $37.5K
215 $51.3K
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
185
+ 12.91%
$29K - $32.3K
1.62K $386K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
179
+ 2.18%
$28K - $31.3K
8.38K $2M
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
176
+ 12.17%
$27.6K - $30.7K
1.62K $387K
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
175
New
$27.4K - $30.6K
175 $41.7K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
162
+ 1.56%
$25.4K - $28.3K
10.5K $2.51M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
141
+ 3.97%
$22.1K - $24.6K
3.69K $881K
Oct 10, 2023 Q3 2023
Juncture Wealth Strategies, LLC

BUY
 -
139
+ 1.71%
$21.8K - $24.3K
8.28K $1.97M
Oct 25, 2023 Q3 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
138
New
$21.6K - $24.1K
138 $32.9K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
126
+ 10.45%
$19.7K - $22K
1.33K $318K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
125
+ 6.89%
$19.6K - $21.8K
1.94K $462K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
112
+ 95.73%
$17.5K - $19.6K
229 $54.6K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
111
New
$17.4K - $19.4K
111 $26.5K
Oct 30, 2023 Q3 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
100
New
$15.7K - $17.5K
100 $23.8K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
90
+ 108.43%
$14.1K - $15.7K
173 $41.3K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
90
New
$14.1K - $15.7K
90 $21.5K

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