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 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-153- 1.95% |
$22.6K - $28.8K
|
7.68K
$1.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-157- 3.56% |
$23.2K - $29.6K
|
4.25K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-159- 6.84% |
$23.5K - $30K
|
2.16K
$527K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-160- 2.87% |
$23.6K - $30.1K
|
5.42K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-161- 1.96% |
$23.8K - $30.3K
|
8.07K
$1.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-165- 8.67% |
$24.4K - $31.1K
|
1.74K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-171- 5.04% |
$25.3K - $32.2K
|
3.22K
$786K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-182- 9.19% |
$26.9K - $34.3K
|
1.8K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-183- 5.78% |
$27K - $34.5K
|
2.98K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-186- 2.1% |
$27.5K - $35K
|
8.68K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-189- 9.41% |
$27.9K - $35.6K
|
1.82K
$443K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-205- 2.98% |
$30.3K - $38.6K
|
6.68K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-217- 7.41% |
$32.1K - $40.9K
|
2.71K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-219- 7.8% |
$32.4K - $41.3K
|
2.59K
$631K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-220- 7.64% |
$32.5K - $41.4K
|
2.66K
$648K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-220- 8.12% |
$32.5K - $41.4K
|
2.49K
$607K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-230- 1.33% |
$34K - $43.3K
|
17K
$4.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-231- 10.71% |
$34.1K - $43.5K
|
1.93K
$469K
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-231- 1.98% |
$34.1K - $43.5K
|
11.4K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-242- 2.82% |
$35.8K - $45.6K
|
8.34K
$2.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-243- 3.05% |
$35.9K - $45.8K
|
7.72K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-250- 55.56% |
$36.9K - $47.1K
|
200
$48.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-255- 5.31% |
$37.7K - $48K
|
4.55K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-256- 3.6% |
$37.8K - $48.2K
|
6.85K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-268- 6.09% |
$39.6K - $50.5K
|
4.13K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-270- 9.5% |
$39.9K - $50.9K
|
2.57K
$626K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-297- 13.94% |
$43.9K - $56K
|
1.83K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-305- 2.12% |
$45.1K - $57.5K
|
14.1K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-325- 31.61% |
$48K - $61.2K
|
703
$171K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-338- 4.03% |
$50K - $63.7K
|
8.04K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-349- 2.52% |
$51.6K - $65.7K
|
13.5K
$3.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-383- 0.75% |
$56.6K - $72.2K
|
50.5K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-388- 10.5% |
$57.3K - $73.1K
|
3.31K
$806K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-412- 4.95% |
$60.9K - $77.6K
|
7.91K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-415- 4.55% |
$61.3K - $78.2K
|
8.7K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-447- 14.04% |
$66.1K - $84.2K
|
2.74K
$667K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-452- 1.9% |
$66.8K - $85.2K
|
23.3K
$5.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-488- 1.55% |
$72.1K - $91.9K
|
30.9K
$7.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-494- 6.99% |
$73K - $93.1K
|
6.58K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-498- 4.67% |
$73.6K - $93.8K
|
10.2K
$2.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-506- 9.26% |
$74.8K - $95.3K
|
4.96K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-508- 18.48% |
$75.1K - $95.7K
|
2.24K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-513- 2.56% |
$75.8K - $96.6K
|
19.5K
$4.75M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-520- 9.09% |
$76.9K - $98K
|
5.2K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-521- 5.35% |
$77K - $98.2K
|
9.21K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-551- 26.89% |
$81.4K - $104K
|
1.5K
$365K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-574- 18.8% |
$84.8K - $108K
|
2.48K
$604K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-585- 1.0% |
$86.5K - $110K
|
58K
$14.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-711- 1.16% |
$105K - $134K
|
60.5K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-741- 5.3% |
$110K - $140K
|
13.2K
$3.22M
|