Purchases and Sales Made in Q4 2023 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
689K+ 18555.0% |
$102M - $130M
|
693K
$175M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
385K+ 206.66% |
$56.9M - $72.5M
|
571K
$144M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
272K+ 7875.75% |
$40.2M - $51.3M
|
276K
$69.5M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
176K+ 135.17% |
$26.1M - $33.2M
|
307K
$77.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
159K+ 328.81% |
$23.5M - $29.9M
|
207K
$52.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.2K+ 6.11% |
$13M - $16.6M
|
1.53M
$386M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
73.7K+ 580.31% |
$10.9M - $13.9M
|
86.4K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
35.5KNew |
$5.25M - $6.69M
|
35.5K
$8.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.4K+ 290.7% |
$4.94M - $6.29M
|
44.9K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.2K+ 2.15% |
$4.76M - $6.07M
|
1.53M
$386M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.7KNew |
$4.09M - $5.22M
|
27.7K
$6.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
24.7KNew |
$3.66M - $4.66M
|
24.7K
$6.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
23.3KNew |
$3.45M - $4.4M
|
23.3K
$5.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.2K+ 10.53% |
$3.43M - $4.37M
|
244K
$61.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.6K+ 1.7% |
$2.89M - $3.69M
|
1.17M
$295M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
18.2KNew |
$2.7M - $3.44M
|
18.2K
$4.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.9KNew |
$2.5M - $3.18M
|
16.9K
$4.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.5K+ 155.38% |
$2.44M - $3.11M
|
27.1K
$6.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5K+ 86.61% |
$2.44M - $3.1M
|
35.5K
$8.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
15.6K+ 40.53% |
$2.3M - $2.94M
|
54K
$13.6M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
15.4KNew |
$2.27M - $2.89M
|
15.4K
$3.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
13K+ 150.0% |
$1.93M - $2.46M
|
21.7K
$5.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.7KNew |
$1.88M - $2.4M
|
12.7K
$3.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
12KNew |
$1.77M - $2.26M
|
12K
$3.02M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7KNew |
$1.72M - $2.2M
|
11.7K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1K+ 102.26% |
$1.64M - $2.09M
|
22K
$5.55M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.8KNew |
$1.6M - $2.04M
|
10.8K
$2.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
10KNew |
$1.48M - $1.89M
|
10K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.66KNew |
$1.43M - $1.82M
|
9.66K
$2.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.52K+ 4.9% |
$1.26M - $1.61M
|
182K
$46M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.5KNew |
$1.26M - $1.6M
|
8.5K
$2.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.98KNew |
$1.18M - $1.5M
|
7.98K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.29K+ 108.71% |
$1.08M - $1.37M
|
14K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.44K+ 31.27% |
$951K - $1.21M
|
27K
$6.81M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.21KNew |
$918K - $1.17M
|
6.21K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.88KNew |
$869K - $1.11M
|
5.88K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.84K+ 8.22% |
$863K - $1.1M
|
76.9K
$19.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.74KNew |
$848K - $1.08M
|
5.74K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.66K+ 6.81% |
$837K - $1.07M
|
88.8K
$22.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.56KNew |
$822K - $1.05M
|
5.56K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.09K+ 74.06% |
$752K - $959K
|
12K
$3.02M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.08KNew |
$750K - $956K
|
5.08K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
4.79KNew |
$707K - $902K
|
4.79K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.74KNew |
$701K - $894K
|
4.74K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.63K+ 16.74% |
$685K - $873K
|
32.3K
$8.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.5KNew |
$665K - $848K
|
4.5K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.43K+ 218.77% |
$655K - $835K
|
6.46K
$1.63M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.88K+ 86.66% |
$574K - $732K
|
8.37K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.54KNew |
$523K - $666K
|
3.54K
$892K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.47KNew |
$512K - $653K
|
3.47K
$874K
|