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 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.75K- 17.19% |
$203K - $238K
|
8.42K
$2.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.76K- 9.53% |
$204K - $239K
|
16.7K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.85K- 28.44% |
$215K - $252K
|
4.66K
$1.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.89KClosed |
$220K - $257K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.96K- 10.39% |
$228K - $267K
|
16.9K
$4.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.01K- 31.45% |
$234K - $274K
|
4.39K
$1.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-2.05K- 8.04% |
$238K - $279K
|
23.4K
$5.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 19.32% |
$242K - $283K
|
8.7K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.14K- 6.1% |
$248K - $291K
|
33K
$8.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.16K- 4.63% |
$251K - $294K
|
44.5K
$10.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-2.18K- 17.95% |
$253K - $296K
|
9.95K
$2.42M
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.2K- 10.49% |
$255K - $299K
|
18.8K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.24K- 10.86% |
$260K - $304K
|
18.4K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.34K- 5.3% |
$272K - $319K
|
41.9K
$10.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.35K- 3.11% |
$273K - $320K
|
73.3K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.36K- 42.02% |
$273K - $320K
|
3.25K
$792K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.58K- 27.77% |
$299K - $350K
|
6.7K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.58K- 14.69% |
$299K - $350K
|
15K
$3.65M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.61K- 47.02% |
$302K - $354K
|
2.94K
$715K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.62K- 12.65% |
$304K - $356K
|
18.1K
$4.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.64K- 6.21% |
$307K - $359K
|
39.9K
$9.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.72K- 20.03% |
$316K - $370K
|
10.9K
$2.64M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-3.04K- 70.45% |
$353K - $413K
|
1.28K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.22K- 10.71% |
$374K - $438K
|
26.9K
$6.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.29K- 39.55% |
$381K - $446K
|
5.02K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.32K- 10.95% |
$386K - $451K
|
27K
$6.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.45K- 19.14% |
$401K - $469K
|
14.6K
$3.55M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.46K- 32.32% |
$402K - $470K
|
7.25K
$1.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.53K- 27.75% |
$409K - $479K
|
9.18K
$2.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.71K- 37.05% |
$431K - $504K
|
6.31K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.87K- 11.04% |
$449K - $525K
|
31.1K
$7.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.04K- 19.49% |
$469K - $548K
|
16.7K
$4.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.12K- 20.97% |
$478K - $559K
|
15.5K
$3.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.19K- 4.63% |
$486K - $569K
|
86.2K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.42K- 2.09% |
$513K - $601K
|
207K
$50.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-4.66K- 45.56% |
$542K - $634K
|
5.57K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.91K- 48.9% |
$570K - $667K
|
5.13K
$1.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4.94K- 44.84% |
$573K - $671K
|
6.07K
$1.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.01K- 22.27% |
$582K - $681K
|
17.5K
$4.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.11K- 7.24% |
$593K - $694K
|
65.4K
$15.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.23K- 51.74% |
$723K - $847K
|
5.81K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-6.53K- 31.62% |
$758K - $888K
|
14.1K
$3.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-7.17K- 79.9% |
$833K - $975K
|
1.81K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.85K- 18.74% |
$911K - $1.07M
|
34K
$8.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-8.22K- 75.72% |
$954K - $1.12M
|
2.64K
$642K
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.4K- 56.68% |
$975K - $1.14M
|
6.42K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.7K- 52.62% |
$1.01M - $1.18M
|
7.83K
$1.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.83K- 33.83% |
$1.03M - $1.2M
|
17.3K
$4.21M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.2K- 47.76% |
$1.3M - $1.52M
|
12.2K
$2.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.2K- 27.82% |
$1.3M - $1.52M
|
29.1K
$7.09M
|