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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-446- 50.62% |
$51.8K - $60.6K
|
435
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-449- 77.68% |
$52.1K - $61K
|
129
$30.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-456- 3.38% |
$52.9K - $62K
|
13K
$3.11M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-480- 13.34% |
$55.7K - $65.2K
|
3.12K
$743K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-483- 17.36% |
$56.1K - $65.6K
|
2.3K
$548K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-501- 7.45% |
$58.2K - $68.1K
|
6.22K
$1.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-502- 16.26% |
$58.3K - $68.2K
|
2.59K
$617K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-515- 77.56% |
$59.8K - $70K
|
149
$35.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-546- 0.91% |
$63.4K - $74.2K
|
59.2K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-547- 0.11% |
$63.5K - $74.3K
|
509K
$121M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-550- 14.27% |
$63.9K - $74.7K
|
3.31K
$788K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-563- 5.66% |
$65.4K - $76.5K
|
9.38K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-581- 8.53% |
$67.5K - $79K
|
6.23K
$1.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-597- 10.48% |
$69.3K - $81.1K
|
5.1K
$1.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-642- 27.32% |
$74.5K - $87.2K
|
1.71K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-696- 17.52% |
$80.8K - $94.6K
|
3.28K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-698- 15.52% |
$81K - $94.9K
|
3.8K
$906K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-720- 9.08% |
$83.6K - $97.8K
|
7.21K
$1.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-735- 6.69% |
$85.3K - $99.9K
|
10.3K
$2.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-745- 17.11% |
$86.5K - $101K
|
3.61K
$861K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-753- 91.61% |
$87.4K - $102K
|
69
$16.5K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-759- 9.86% |
$88.1K - $103K
|
6.94K
$1.65M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-777- 2.1% |
$90.2K - $106K
|
36.3K
$8.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-781- 30.11% |
$90.7K - $106K
|
1.81K
$432K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-801- 10.1% |
$93K - $109K
|
7.13K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-828- 8.77% |
$96.1K - $113K
|
8.61K
$2.05M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-856- 3.12% |
$99.4K - $116K
|
26.6K
$6.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-869- 10.41% |
$101K - $118K
|
7.48K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-886- 8.71% |
$103K - $120K
|
9.28K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-919- 19.55% |
$107K - $125K
|
3.78K
$902K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-968- 15.74% |
$112K - $132K
|
5.18K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-970- 72.23% |
$113K - $132K
|
373
$88.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 13.91% |
$116K - $136K
|
6.2K
$1.48M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.02K- 4.83% |
$119K - $139K
|
20.1K
$4.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.03K- 7.02% |
$120K - $140K
|
13.6K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 25.0% |
$128K - $149K
|
3.3K
$787K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.16K- 22.95% |
$134K - $157K
|
3.89K
$927K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.19K- 10.69% |
$139K - $162K
|
9.98K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.25K- 53.25% |
$145K - $170K
|
1.1K
$262K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.28K- 8.47% |
$148K - $173K
|
13.8K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.28K- 16.48% |
$149K - $174K
|
6.48K
$1.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.29K- 3.61% |
$150K - $175K
|
34.4K
$8.21M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.3K- 6.55% |
$151K - $177K
|
18.6K
$4.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.36K- 25.45% |
$157K - $184K
|
3.97K
$946K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.36K- 28.45% |
$158K - $185K
|
3.42K
$816K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.47K- 14.2% |
$171K - $200K
|
8.9K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.47K- 44.93% |
$171K - $200K
|
1.81K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.48K- 42.39% |
$171K - $201K
|
2.01K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.59K- 49.33% |
$184K - $216K
|
1.63K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.64K- 8.95% |
$190K - $223K
|
16.7K
$3.98M
|