Purchases and Sales Made in Q3 2023 in First Tr Fd Dow Jones (FDN)
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 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
86New |
$13.5K - $15K
|
86
$21K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
80+ 30.19% |
$12.5K - $14K
|
345
$84.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
79+ 4.31% |
$12.4K - $13.8K
|
1.91K
$465K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
75+ 1.76% |
$11.8K - $13.1K
|
4.34K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
67+ 20.06% |
$10.5K - $11.7K
|
401
$97.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
67+ 33.33% |
$10.5K - $11.7K
|
268
$65.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
62+ 2.88% |
$9.71K - $10.8K
|
2.21K
$539K
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
55+ 0.71% |
$8.62K - $9.6K
|
7.85K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
53+ 4.96% |
$8.3K - $9.26K
|
1.12K
$273K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53+ 3.74% |
$8.3K - $9.26K
|
1.47K
$358K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
51+ 4.05% |
$7.99K - $8.91K
|
1.31K
$319K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47New |
$7.36K - $8.21K
|
47
$11.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
45+ 1.96% |
$7.05K - $7.86K
|
2.34K
$571K
|
|
|
Nov 15, 2023
Q3 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
40+ 0.81% |
$6.27K - $6.99K
|
4.97K
$1.21M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
38+ 95.0% |
$5.95K - $6.64K
|
78
$19K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
37+ 1.84% |
$5.8K - $6.46K
|
2.05K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35New |
$5.48K - $6.11K
|
35
$8.53K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
35+ 10.77% |
$5.48K - $6.11K
|
360
$87.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32+ 3.4% |
$5.01K - $5.59K
|
974
$237K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.39% |
$4.7K - $5.24K
|
7.67K
$1.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
25+ 0.56% |
$3.92K - $4.37K
|
4.46K
$1.09M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17+ 0.3% |
$2.66K - $2.97K
|
5.72K
$1.39M
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
12+ 0.18% |
$1.88K - $2.1K
|
6.78K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10New |
$1.57K - $1.75K
|
10
$2.44K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$783 - $873
|
26.5K
$6.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$627 - $699
|
4
$975
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$470 - $524
|
2.69K
$655K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.07% |
$313 - $349
|
2.84K
$692K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.0% |
$157 - $175
|
32.6K
$7.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3- 0.15% |
$470 - $524
|
2.01K
$490K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5- 0.12% |
$783 - $873
|
4.3K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6- 0.21% |
$940 - $1.05K
|
2.85K
$694K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8- 0.27% |
$1.25K - $1.4K
|
2.93K
$714K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-9- 0.39% |
$1.41K - $1.57K
|
2.32K
$566K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 9.09% |
$1.57K - $1.75K
|
100
$24.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10- 0.3% |
$1.57K - $1.75K
|
3.29K
$801K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12- 0.7% |
$1.88K - $2.1K
|
1.71K
$417K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-13- 0.47% |
$2.04K - $2.27K
|
2.76K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-14- 1.3% |
$2.19K - $2.44K
|
1.06K
$258K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20- 0.61% |
$3.13K - $3.49K
|
3.28K
$800K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 20.41% |
$3.13K - $3.49K
|
78
$19K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-21- 5.93% |
$3.29K - $3.67K
|
333
$81.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24- 0.75% |
$3.76K - $4.19K
|
3.16K
$771K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-25- 0.04% |
$3.92K - $4.37K
|
58.6K
$14.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 0.88% |
$3.92K - $4.37K
|
2.83K
$688K
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-27- 0.16% |
$4.23K - $4.72K
|
17.2K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-30- 5.64% |
$4.7K - $5.24K
|
502
$122K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-30- 1.46% |
$4.7K - $5.24K
|
2.03K
$493K
|