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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.29% |
$148 - $188
|
344
$82K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2- 0.06% |
$296 - $377
|
3.44K
$819K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3- 0.1% |
$443 - $565
|
2.93K
$698K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5- 26.32% |
$739 - $942
|
14
$3.34K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6- 0.14% |
$887 - $1.13K
|
4.25K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6- 0.18% |
$887 - $1.13K
|
3.28K
$781K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-7- 0.31% |
$1.03K - $1.32K
|
2.23K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-11- 0.26% |
$1.63K - $2.07K
|
4.24K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12- 0.7% |
$1.77K - $2.26K
|
1.7K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.11% |
$1.77K - $2.26K
|
10.5K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-15- 0.82% |
$2.22K - $2.83K
|
1.82K
$435K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-16- 40.0% |
$2.36K - $3.01K
|
24
$5.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-19- 0.38% |
$2.81K - $3.58K
|
4.95K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-20- 1.25% |
$2.96K - $3.77K
|
1.59K
$378K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-20- 1.06% |
$2.96K - $3.77K
|
1.87K
$445K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-30- 0.34% |
$4.43K - $5.65K
|
8.84K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-36- 0.92% |
$5.32K - $6.78K
|
3.87K
$922K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 2.29% |
$5.47K - $6.97K
|
1.58K
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-38- 48.72% |
$5.62K - $7.16K
|
40
$9.54K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-38- 48.72% |
$5.62K - $7.16K
|
40
$9.54K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-40- 2.71% |
$5.91K - $7.54K
|
1.43K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-42- 1.01% |
$6.21K - $7.91K
|
4.13K
$985K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-43- 1.51% |
$6.35K - $8.1K
|
2.81K
$669K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-50- 0.35% |
$7.39K - $9.42K
|
14.3K
$3.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-50- 3.08% |
$7.39K - $9.42K
|
1.57K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-56- 4.01% |
$8.28K - $10.5K
|
1.34K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-56- 1.08% |
$8.28K - $10.5K
|
5.15K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-59- 0.79% |
$8.72K - $11.1K
|
7.44K
$1.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-60- 3.14% |
$8.87K - $11.3K
|
1.85K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 86.49% |
$9.46K - $12.1K
|
10
$2.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-72- 1.18% |
$10.6K - $13.6K
|
6.05K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-73- 4.47% |
$10.8K - $13.8K
|
1.56K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-74- 42.77% |
$10.9K - $13.9K
|
99
$23.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-75- 5.2% |
$11.1K - $14.1K
|
1.37K
$326K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-80- 2.52% |
$11.8K - $15.1K
|
3.09K
$737K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-86- 3.77% |
$12.7K - $16.2K
|
2.19K
$523K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-89- 0.67% |
$13.2K - $16.8K
|
13.1K
$3.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-92- 5.29% |
$13.6K - $17.3K
|
1.65K
$393K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-97- 1.56% |
$14.3K - $18.3K
|
6.12K
$1.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-100- 15.11% |
$14.8K - $18.8K
|
562
$134K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101- 2.35% |
$14.9K - $19K
|
4.19K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-107- 34.74% |
$15.8K - $20.2K
|
201
$47.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-115- 2.75% |
$17K - $21.7K
|
4.07K
$971K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-118- 7.01% |
$17.4K - $22.2K
|
1.57K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-127- 1.96% |
$18.8K - $23.9K
|
6.36K
$1.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-128- 3.01% |
$18.9K - $24.1K
|
4.12K
$982K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-135- 27.22% |
$20K - $25.4K
|
361
$86.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-136- 2.86% |
$20.1K - $25.6K
|
4.62K
$1.1M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-146- 40.56% |
$21.6K - $27.5K
|
214
$51K
|