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
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.72K- 17.38% |
$698K - $890K
|
22.4K
$5.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.23K- 3.11% |
$772K - $984K
|
163K
$38.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.36K- 41.03% |
$791K - $1.01M
|
7.7K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.61K- 29.35% |
$830K - $1.06M
|
13.5K
$3.22M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.4K- 71.08% |
$946K - $1.21M
|
2.6K
$621K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.81K- 44.91% |
$1.01M - $1.28M
|
8.35K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-7.35K- 13.73% |
$1.09M - $1.39M
|
46.2K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.91K- 99.06% |
$1.17M - $1.49M
|
75
$17.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7.97K- 68.43% |
$1.18M - $1.5M
|
3.68K
$876K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.09K- 57.04% |
$1.19M - $1.52M
|
6.09K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.12K- 13.88% |
$1.2M - $1.53M
|
50.4K
$12M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.66K- 3.7% |
$1.28M - $1.63M
|
226K
$53.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-10.4K- 17.81% |
$1.54M - $1.96M
|
48K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.8K- 7.48% |
$1.75M - $2.23M
|
146K
$34.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.8K- 10.32% |
$2.04M - $2.6M
|
120K
$28.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.9K- 2.79% |
$2.05M - $2.61M
|
483K
$115M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-16.4K- 27.61% |
$2.42M - $3.09M
|
43K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-16.4K- 81.61% |
$2.42M - $3.09M
|
3.7K
$882K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-16.8K- 81.29% |
$2.48M - $3.16M
|
3.86K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.5K- 46.29% |
$3.04M - $3.87M
|
23.8K
$5.68M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-24.8K- 67.55% |
$3.67M - $4.68M
|
11.9K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.5K- 18.7% |
$4.22M - $5.38M
|
124K
$29.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.2K- 8.4% |
$4.31M - $5.49M
|
318K
$75.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.1K- 4.18% |
$4.46M - $5.68M
|
692K
$165M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-40.9K- 34.89% |
$6.04M - $7.7M
|
76.3K
$18.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75.4K- 29.18% |
$11.1M - $14.2M
|
183K
$43.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-146K- 14.1% |
$21.6M - $27.6M
|
892K
$213M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-258K- 83.65% |
$38.1M - $48.6M
|
50.4K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-405K- 27.5% |
$59.9M - $76.4M
|
1.07M
$255M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-477K- 11.2% |
$70.4M - $89.8M
|
3.78M
$901M
|