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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-785- 6.3% |
$116K - $148K
|
11.7K
$2.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-786- 6.1% |
$116K - $148K
|
12.1K
$2.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-827- 6.09% |
$122K - $156K
|
12.8K
$3.11M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-839- 2.84% |
$124K - $158K
|
28.7K
$7M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-896- 8.59% |
$132K - $169K
|
9.54K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-929- 11.25% |
$137K - $175K
|
7.33K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-943- 22.35% |
$139K - $178K
|
3.28K
$798K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.02K- 0.7% |
$150K - $191K
|
144K
$35.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.04K- 11.31% |
$153K - $196K
|
8.14K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.07K- 26.07% |
$157K - $201K
|
3.02K
$736K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.14K- 30.89% |
$169K - $216K
|
2.56K
$624K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 90.02% |
$172K - $219K
|
129
$31.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.17K- 29.56% |
$173K - $221K
|
2.79K
$680K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.19K- 30.03% |
$175K - $223K
|
2.76K
$673K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.2K- 9.68% |
$177K - $226K
|
11.2K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.23K- 3.55% |
$181K - $231K
|
33.4K
$8.13M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.25K- 25.2% |
$185K - $236K
|
3.71K
$905K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.31K- 20.03% |
$193K - $246K
|
5.22K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.41K- 1.26% |
$208K - $265K
|
110K
$26.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.49K- 12.47% |
$221K - $281K
|
10.5K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.56K- 36.47% |
$230K - $294K
|
2.71K
$661K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.58K- 15.05% |
$234K - $298K
|
8.94K
$2.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.6K- 94.12% |
$236K - $301K
|
100
$24.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.64K- 1.87% |
$243K - $310K
|
86.1K
$21M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.65K- 25.1% |
$244K - $311K
|
4.93K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.72K- 95.33% |
$253K - $323K
|
84
$20.5K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 2.04% |
$256K - $327K
|
83.4K
$20.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.79K- 11.19% |
$264K - $336K
|
14.2K
$3.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.82K- 4.82% |
$269K - $343K
|
36K
$8.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-1.88K- 7.0% |
$277K - $353K
|
24.9K
$6.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.93K- 49.27% |
$285K - $364K
|
1.99K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.05K- 1.14% |
$303K - $386K
|
177K
$43.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.14K- 4.72% |
$317K - $404K
|
43.2K
$10.5M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.16K- 0.2% |
$320K - $407K
|
1.07M
$260M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.24K- 22.74% |
$331K - $422K
|
7.61K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.25K- 6.78% |
$333K - $424K
|
30.9K
$7.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.5K- 26.9% |
$369K - $471K
|
6.8K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.57K- 37.22% |
$380K - $485K
|
4.34K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.62K- 9.91% |
$387K - $493K
|
23.8K
$5.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.78K- 5.7% |
$411K - $524K
|
46K
$11.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.78K- 26.96% |
$411K - $524K
|
7.54K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.79K- 4.48% |
$412K - $525K
|
59.3K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.84K- 23.37% |
$420K - $535K
|
9.32K
$2.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.9K- 35.9% |
$428K - $546K
|
5.18K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.92K- 15.66% |
$432K - $551K
|
15.7K
$3.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.97K- 3.75% |
$439K - $560K
|
76.3K
$18.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.05K- 33.27% |
$451K - $575K
|
6.12K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.48K- 25.59% |
$514K - $655K
|
10.1K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-4.1K- 14.57% |
$606K - $772K
|
24K
$5.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.58K- 45.49% |
$677K - $863K
|
5.49K
$1.34M
|