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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.23KNew |
$181K - $231K
|
1.23K
$292K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.21KNew |
$179K - $229K
|
1.21K
$289K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.21KNew |
$178K - $227K
|
1.21K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.18KNew |
$175K - $223K
|
1.18K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.18K+ 18.11% |
$175K - $223K
|
7.71K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1.18KNew |
$175K - $222K
|
1.18K
$282K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.17KNew |
$173K - $221K
|
1.17K
$280K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.16KNew |
$172K - $219K
|
1.16K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.16KNew |
$172K - $219K
|
1.16K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.16KNew |
$171K - $219K
|
1.16K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.16KNew |
$171K - $218K
|
1.16K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.12KNew |
$166K - $211K
|
1.12K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.12KNew |
$165K - $210K
|
1.12K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.11KNew |
$164K - $209K
|
1.11K
$264K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
BUY
|
- |
1.1KNew |
$163K - $207K
|
1.1K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.09KNew |
$161K - $206K
|
1.09K
$260K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.09K+ 24.25% |
$160K - $205K
|
5.57K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.08K+ 5.87% |
$160K - $204K
|
19.5K
$4.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.07K+ 26.21% |
$158K - $201K
|
5.14K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
991+ 1.6% |
$146K - $187K
|
63K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
965+ 95.92% |
$143K - $182K
|
1.97K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
935+ 3.74% |
$138K - $176K
|
26K
$6.19M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
885New |
$131K - $167K
|
885
$211K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
870+ 12.06% |
$129K - $164K
|
8.09K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
776+ 4.01% |
$115K - $146K
|
20.1K
$4.8M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
753+ 1091.3% |
$111K - $142K
|
822
$196K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
753+ 1091.3% |
$111K - $142K
|
822
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
719+ 22.53% |
$106K - $135K
|
3.91K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
653+ 3.15% |
$96.5K - $123K
|
21.4K
$5.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
649+ 12.6% |
$95.9K - $122K
|
5.8K
$1.38M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
575New |
$85K - $108K
|
575
$137K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
560+ 24.17% |
$82.8K - $105K
|
2.88K
$686K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
499+ 1.64% |
$73.7K - $94K
|
31K
$7.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
498+ 4.57% |
$73.6K - $93.8K
|
11.4K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
495New |
$73.2K - $93.3K
|
495
$118K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
382+ 4.61% |
$56.5K - $72K
|
8.66K
$2.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
369+ 1.13% |
$54.5K - $69.5K
|
33K
$7.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
365New |
$53.9K - $68.8K
|
365
$87K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
346+ 2.37% |
$51.1K - $65.2K
|
15K
$3.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
342+ 1.07% |
$50.5K - $64.4K
|
32.2K
$7.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
339+ 22.17% |
$50.1K - $63.9K
|
1.87K
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
328New |
$48.5K - $61.8K
|
328
$78.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
314+ 32.24% |
$46.4K - $59.2K
|
1.29K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
269+ 0.88% |
$39.8K - $50.7K
|
30.9K
$7.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
269+ 0.4% |
$39.8K - $50.7K
|
67.8K
$16.2M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
258+ 661.54% |
$38.1K - $48.6K
|
297
$70.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
249+ 3.83% |
$36.8K - $46.9K
|
6.76K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
239New |
$35.3K - $45K
|
239
$57K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
234+ 8.48% |
$34.6K - $44.1K
|
2.99K
$713K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
225+ 1.69% |
$33.3K - $42.4K
|
13.5K
$3.22M
|