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 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-33- 1.87% |
$5.17K - $5.76K
|
1.74K
$463K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-35- 0.92% |
$5.48K - $6.11K
|
3.78K
$1.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 1.43% |
$5.95K - $6.64K
|
2.62K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-42- 0.51% |
$6.58K - $7.33K
|
8.23K
$2.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-43- 1.44% |
$6.74K - $7.51K
|
2.95K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-44- 1.26% |
$6.89K - $7.68K
|
3.44K
$917K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-47- 4.37% |
$7.36K - $8.21K
|
1.03K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-55- 1.26% |
$8.62K - $9.6K
|
4.32K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60- 0.97% |
$9.4K - $10.5K
|
6.13K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-63- 4.31% |
$9.87K - $11K
|
1.4K
$373K
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-63- 3.38% |
$9.87K - $11K
|
1.8K
$480K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-64- 2.05% |
$10K - $11.2K
|
3.05K
$815K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-69- 1.05% |
$10.8K - $12K
|
6.48K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-70- 1.85% |
$11K - $12.2K
|
3.7K
$988K
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-71- 3.33% |
$11.1K - $12.4K
|
2.06K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-74- 19.37% |
$11.6K - $12.9K
|
308
$82.2K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-74- 19.37% |
$11.6K - $12.9K
|
308
$82.2K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-78- 4.43% |
$12.2K - $13.6K
|
1.68K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-80- 4.52% |
$12.5K - $14K
|
1.69K
$451K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-82- 2.05% |
$12.8K - $14.3K
|
3.92K
$1.05M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-83- 4.92% |
$13K - $14.5K
|
1.61K
$428K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-84- 1.2% |
$13.2K - $14.7K
|
6.91K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-92- 4.61% |
$14.4K - $16.1K
|
1.9K
$508K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-93- 1.55% |
$14.6K - $16.2K
|
5.9K
$1.58M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-93- 0.85% |
$14.6K - $16.2K
|
10.9K
$2.91M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-96- 1.11% |
$15K - $16.8K
|
8.58K
$2.29M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-99- 33.11% |
$15.5K - $17.3K
|
200
$53.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-99- 33.11% |
$15.5K - $17.3K
|
200
$53.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100- 2.46% |
$15.7K - $17.5K
|
3.97K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-108- 6.97% |
$16.9K - $18.9K
|
1.44K
$385K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-110- 5.97% |
$17.2K - $19.2K
|
1.73K
$463K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-115- 1.36% |
$18K - $20.1K
|
8.32K
$2.22M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-120- 93.02% |
$18.8K - $21K
|
9
$2.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-122- 1.32% |
$19.1K - $21.3K
|
9.11K
$2.43M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-122- 2.73% |
$19.1K - $21.3K
|
4.34K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-123- 6.27% |
$19.3K - $21.5K
|
1.84K
$490K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-127- 4.22% |
$19.9K - $22.2K
|
2.88K
$769K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-127- 5.28% |
$19.9K - $22.2K
|
2.28K
$608K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-130- 9.67% |
$20.4K - $22.7K
|
1.22K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-133- 1.48% |
$20.8K - $23.2K
|
8.87K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-138- 0.93% |
$21.6K - $24.1K
|
14.6K
$3.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-141- 1.16% |
$22.1K - $24.6K
|
12K
$3.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-142- 3.12% |
$22.2K - $24.8K
|
4.41K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-151- 0.19% |
$23.7K - $26.4K
|
79.3K
$21.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-151- 20.49% |
$23.7K - $26.4K
|
586
$156K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-159- 3.67% |
$24.9K - $27.8K
|
4.17K
$1.11M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-160- 3.12% |
$25.1K - $27.9K
|
4.96K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-168- 3.18% |
$26.3K - $29.3K
|
5.11K
$1.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-195- 13.1% |
$30.6K - $34.1K
|
1.29K
$345K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-197- 2.78% |
$30.9K - $34.4K
|
6.89K
$1.84M
|