Purchases and Sales Made in Q4 2022 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.21M+ 2805.98% |
$256M - $300M
|
2.28M
$545M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
88KNew |
$10.2M - $12M
|
88K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
71.8K+ 97.16% |
$8.34M - $9.76M
|
146K
$34.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
57.2KNew |
$6.64M - $7.77M
|
57.2K
$13.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
52.9KNew |
$6.14M - $7.18M
|
52.9K
$12.6M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.5K+ 26.24% |
$5.75M - $6.73M
|
238K
$56.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.5K+ 26.24% |
$5.75M - $6.73M
|
238K
$56.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36.1K+ 29378.86% |
$4.2M - $4.91M
|
36.3K
$8.65M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
30.5KNew |
$3.54M - $4.15M
|
30.5K
$7.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.5K+ 340.12% |
$2.96M - $3.46M
|
33K
$7.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
23.5K+ 70.54% |
$2.73M - $3.19M
|
56.8K
$13.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
21.9KNew |
$2.54M - $2.97M
|
21.9K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
20.7K+ 1852.68% |
$2.4M - $2.81M
|
21.8K
$5.21M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
19.4KNew |
$2.25M - $2.63M
|
19.4K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18.4K+ 98.07% |
$2.14M - $2.5M
|
37.2K
$8.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 145.08% |
$1.67M - $1.96M
|
24.3K
$5.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.1KNew |
$1.52M - $1.78M
|
13.1K
$3.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 15.26% |
$1.51M - $1.77M
|
98.2K
$23.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
12.9K+ 70.16% |
$1.5M - $1.75M
|
31.3K
$7.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
12.4KNew |
$1.44M - $1.69M
|
12.4K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
10.3K+ 55.63% |
$1.2M - $1.41M
|
28.9K
$6.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
9.61K+ 68.48% |
$1.12M - $1.31M
|
23.6K
$5.64M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.52K+ 38.81% |
$1.1M - $1.29M
|
34K
$8.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.97K+ 36.15% |
$1.04M - $1.22M
|
33.8K
$8.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.35KNew |
$970K - $1.14M
|
8.35K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.28KNew |
$962K - $1.13M
|
8.28K
$1.98M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
7.59KNew |
$882K - $1.03M
|
7.59K
$1.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.01K+ 402.87% |
$814K - $953K
|
8.75K
$2.09M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.7KNew |
$778K - $911K
|
6.7K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
6.39K+ 14.35% |
$742K - $868K
|
50.9K
$12.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.09KNew |
$707K - $828K
|
6.09K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.03K+ 62.58% |
$700K - $819K
|
15.7K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.91K+ 43.04% |
$686K - $802K
|
19.6K
$4.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.76K+ 33.65% |
$669K - $783K
|
22.9K
$5.45M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.7K+ 34.98% |
$545K - $638K
|
18.1K
$4.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Peterson Wealth Management
|
BUY
|
- |
4.65KNew |
$540K - $632K
|
4.65K
$1.11M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.65KNew |
$539K - $631K
|
4.65K
$1.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.24KNew |
$492K - $576K
|
4.24K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.96KNew |
$459K - $538K
|
3.96K
$943K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.4KNew |
$394K - $462K
|
3.4K
$810K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.38K+ 16.66% |
$393K - $459K
|
23.7K
$5.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.25K+ 12.87% |
$377K - $441K
|
28.5K
$6.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.15KNew |
$366K - $428K
|
3.15K
$751K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
3.04KNew |
$353K - $413K
|
3.04K
$724K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.96K+ 11.43% |
$344K - $403K
|
28.9K
$6.88M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.94KNew |
$342K - $400K
|
2.94K
$701K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.87KNew |
$333K - $390K
|
2.87K
$684K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.82KNew |
$327K - $383K
|
2.82K
$672K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.67KNew |
$310K - $363K
|
2.67K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.58KNew |
$300K - $351K
|
2.58K
$615K
|