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 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
187New |
$21.7K - $25.4K
|
187
$44.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
179+ 252.11% |
$20.8K - $24.3K
|
250
$59.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
155New |
$18K - $21.1K
|
155
$37K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
150New |
$17.4K - $20.4K
|
150
$35.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
138New |
$16K - $18.8K
|
138
$32.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
130+ 2.68% |
$15.1K - $17.7K
|
4.97K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
117+ 15.1% |
$13.6K - $15.9K
|
892
$213K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
112New |
$13K - $15.2K
|
112
$26.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
112New |
$13K - $15.2K
|
112
$26.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
111New |
$12.9K - $15.1K
|
111
$26.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
111+ 8.87% |
$12.9K - $15.1K
|
1.36K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
111+ 8.87% |
$12.9K - $15.1K
|
1.36K
$325K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
109New |
$12.7K - $14.8K
|
109
$26K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
103New |
$12K - $14K
|
103
$24.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100+ 2.34% |
$11.6K - $13.6K
|
4.38K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
97New |
$11.3K - $13.2K
|
97
$23.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
97+ 2.3% |
$11.3K - $13.2K
|
4.31K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
91+ 1.83% |
$10.6K - $12.4K
|
5.07K
$1.21M
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
78+ 1.18% |
$9.06K - $10.6K
|
6.67K
$1.59M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
69New |
$8.01K - $9.38K
|
69
$16.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
60+ 2.9% |
$6.97K - $8.15K
|
2.13K
$507K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
54New |
$6.27K - $7.34K
|
54
$12.9K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
50+ 1.57% |
$5.81K - $6.8K
|
3.23K
$771K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40+ 0.16% |
$4.64K - $5.44K
|
24.6K
$5.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 46.99% |
$4.53K - $5.3K
|
122
$29.1K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
38New |
$4.41K - $5.16K
|
38
$9.06K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37+ 0.73% |
$4.3K - $5.03K
|
5.13K
$1.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
34+ 1.87% |
$3.95K - $4.62K
|
1.85K
$442K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
25New |
$2.9K - $3.4K
|
25
$5.96K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
24+ 0.64% |
$2.79K - $3.26K
|
3.77K
$898K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
18+ 0.77% |
$2.09K - $2.45K
|
2.35K
$559K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
6+ 0.36% |
$697 - $815
|
1.67K
$398K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5+ 1.39% |
$581 - $680
|
366
$87.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4New |
$464 - $544
|
4
$954
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.09% |
$232 - $272
|
2.14K
$511K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-7- 0.34% |
$813 - $951
|
2.03K
$485K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-10- 2.77% |
$1.16K - $1.36K
|
351
$83.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-11- 1.01% |
$1.28K - $1.49K
|
1.07K
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14- 3.98% |
$1.63K - $1.9K
|
338
$80.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.64% |
$2.32K - $2.72K
|
3.08K
$735K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-27- 28.72% |
$3.13K - $3.67K
|
67
$16K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-32- 0.74% |
$3.72K - $4.35K
|
4.3K
$1.03M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-35- 0.57% |
$4.06K - $4.76K
|
6.06K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-39- 0.74% |
$4.53K - $5.3K
|
5.22K
$1.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-46- 0.95% |
$5.34K - $6.25K
|
4.8K
$1.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-47- 0.52% |
$5.46K - $6.39K
|
8.92K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-50- 1.49% |
$5.81K - $6.8K
|
3.3K
$786K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 1.77% |
$5.81K - $6.8K
|
2.77K
$660K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-55- 0.56% |
$6.39K - $7.47K
|
9.82K
$2.34M
|