Purchases and Sales Made in Q4 2023 in First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

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 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
215
+ 250.0%
$31.8K - $40.5K
301 $73.3K
Feb 13, 2024 Q4 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
197
+ 11.65%
$29.1K - $37.1K
1.89K $460K
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
184
New
$27.2K - $34.7K
184 $44.8K
Feb 06, 2024 Q4 2023
Lincoln National Corp

BUY
 -
177
+ 7.22%
$26.2K - $33.3K
2.63K $641K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
166
+ 61.94%
$24.5K - $31.3K
434 $106K
Jan 12, 2024 Q4 2023
Westside Investment Management, Inc.

BUY
 -
160
+ 1.92%
$23.6K - $30.1K
8.48K $2.07M
Jan 16, 2024 Q4 2023
Strategic Wealth Investment Group, LLC

BUY
 -
159
+ 7.73%
$23.5K - $30K
2.22K $540K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
155
New
$22.9K - $29.2K
155 $37.8K
Jan 23, 2024 Q4 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
153
+ 6.89%
$22.6K - $28.8K
2.37K $578K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
152
+ 2.43%
$22.5K - $28.6K
6.42K $1.56M
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
133
+ 33.17%
$19.7K - $25.1K
534 $130K
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

BUY
 -
122
+ 4.14%
$18K - $23K
3.07K $748K
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
120
+ 0.55%
$17.7K - $22.6K
22K $5.35M
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
113
+ 1.47%
$16.7K - $21.3K
7.78K $1.9M
Jan 12, 2024 Q4 2023
Hfg Advisors, Inc.

BUY
 -
110
+ 8.19%
$16.3K - $20.7K
1.45K $354K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
108
New
$16K - $20.3K
108 $26.3K
Feb 14, 2024 Q4 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
103
+ 2.02%
$15.2K - $19.4K
5.21K $1.27M
Feb 12, 2024 Q4 2023
Somerset Group LLC

Wayzata, MN
BUY
 -
101
+ 0.89%
$14.9K - $19K
11.4K $2.78M
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

BUY
 -
101
+ 0.38%
$14.9K - $19K
26.6K $6.49M
Feb 14, 2024 Q4 2023
Jacobi Capital Management LLC

BUY
 -
100
+ 3.04%
$14.8K - $18.8K
3.39K $826K
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
97
+ 4.14%
$14.3K - $18.3K
2.44K $594K
Jan 29, 2024 Q4 2023
Valeo Financial Advisors, LLC

BUY
 -
96
+ 2.15%
$14.2K - $18.1K
4.56K $1.11M
Jan 26, 2024 Q4 2023
Sandy Spring Bank

BUY
 -
86
+ 3.89%
$12.7K - $16.2K
2.3K $560K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
81
+ 6.08%
$12K - $15.3K
1.41K $344K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
75
+ 2.65%
$11.1K - $14.1K
2.9K $707K
Feb 09, 2024 Q4 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
72
+ 3.16%
$10.6K - $13.6K
2.35K $572K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
64
New
$9.46K - $12.1K
64 $15.6K
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

BUY
 -
62
+ 14.52%
$9.16K - $11.7K
489 $119K
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
58
New
$8.57K - $10.9K
58 $14.1K
Jan 30, 2024 Q4 2023
Guerra Pan Advisors, LLC

Montclair, NJ
BUY
 -
52
+ 0.66%
$7.69K - $9.8K
7.9K $1.93M
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
45
New
$6.65K - $8.48K
45 $11K
Feb 13, 2024 Q4 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
43
+ 0.63%
$6.35K - $8.1K
6.91K $1.68M
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

BUY
 -
40
+ 105.26%
$5.91K - $7.54K
78 $19K
Jan 23, 2024 Q4 2023
Crown Wealth Group, LLC

BUY
 -
35
+ 2.02%
$5.17K - $6.59K
1.77K $431K
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
31
+ 1.33%
$4.58K - $5.84K
2.36K $574K
Jan 23, 2024 Q4 2023
Mwa Asset Management

Lexington, MA
BUY
 -
28
+ 0.99%
$4.14K - $5.27K
2.87K $699K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
27
+ 0.83%
$3.99K - $5.09K
3.26K $795K
Jan 19, 2024 Q4 2023
Activest Wealth Management

BUY
 -
27
+ 8.54%
$3.99K - $5.09K
343 $83.6K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
27
+ 0.39%
$3.99K - $5.09K
6.94K $1.69M
Feb 08, 2024 Q4 2023
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
25
New
$3.69K - $4.71K
25 $6.09K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
23
New
$3.4K - $4.33K
23 $5.6K
Feb 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
22
New
$3.25K - $4.14K
22 $5.36K
Feb 14, 2024 Q4 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
22
+ 122.22%
$3.25K - $4.14K
40 $9.75K
Feb 13, 2024 Q4 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
12
+ 0.46%
$1.77K - $2.26K
2.63K $641K
Feb 01, 2024 Q4 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
10
New
$1.48K - $1.88K
10 $2.44K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
9
New
$1.33K - $1.7K
9 $2.19K
Feb 13, 2024 Q4 2023
Fwl Investment Management, LLC

BUY
 -
8
+ 7.21%
$1.18K - $1.51K
119 $29K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
7
New
$1.03K - $1.32K
7 $1.71K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
4
+ 0.21%
$591 - $754
1.94K $473K

Track Institutional and Insider Activities on FDN

Follow FIRST TR FD DOW JONES and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FDN shares.

Notify only if

Insider Trading

Get notified when an First Tr Fd Dow Jones insider buys or sells FDN shares.

Notify only if

News

Receive news related to FIRST TR FD DOW JONES

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FDN