Purchases and Sales Made in Q1 2023 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q1 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 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
681K+ 196.18% |
$82.7M - $104M
|
1.03M
$241M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
181K+ 871.61% |
$21.9M - $27.7M
|
202K
$47.2M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
72.8K+ 195.89% |
$8.84M - $11.2M
|
110K
$25.8M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
62.9K+ 200.75% |
$7.63M - $9.63M
|
94.2K
$22.1M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
57KNew |
$6.92M - $8.74M
|
57K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
52.9KNew |
$6.42M - $8.11M
|
52.9K
$12.4M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
35.9K+ 2.43% |
$4.36M - $5.5M
|
1.51M
$354M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
34.2K+ 156.64% |
$4.15M - $5.24M
|
56K
$13.1M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.3K+ 15.87% |
$3.92M - $4.94M
|
235K
$55.1M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
28.4K+ 84.16% |
$3.45M - $4.36M
|
62.2K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.9K+ 54.76% |
$2.18M - $2.75M
|
50.7K
$11.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.6KNew |
$1.65M - $2.08M
|
13.6K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11.9KNew |
$1.44M - $1.82M
|
11.9K
$2.78M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.9K+ 87.82% |
$1.33M - $1.67M
|
23.4K
$5.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.2KNew |
$1.24M - $1.57M
|
10.2K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.2KNew |
$1.24M - $1.56M
|
10.2K
$2.38M
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
BUY
|
- |
10.1K+ 22.83% |
$1.23M - $1.55M
|
54.5K
$12.8M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.91K+ 40.41% |
$1.2M - $1.52M
|
34.4K
$8.06M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
9.25KNew |
$1.12M - $1.42M
|
9.25K
$2.17M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.67K+ 114.39% |
$931K - $1.18M
|
14.4K
$3.37M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.67K+ 114.39% |
$931K - $1.18M
|
14.4K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.31KNew |
$888K - $1.12M
|
7.31K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.31KNew |
$888K - $1.12M
|
7.31K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.3KNew |
$887K - $1.12M
|
7.3K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.02K+ 17.6% |
$852K - $1.08M
|
46.9K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.6KNew |
$801K - $1.01M
|
6.6K
$1.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
5.52KNew |
$670K - $846K
|
5.52K
$1.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.11KNew |
$620K - $783K
|
5.11K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
4.97KNew |
$603K - $762K
|
4.97K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.67KNew |
$567K - $715K
|
4.67K
$1.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.19K+ 19.17% |
$509K - $642K
|
26.1K
$6.1M
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.11KNew |
$499K - $629K
|
4.11K
$962K
|
|
|
May 15, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.11KNew |
$499K - $629K
|
4.11K
$962K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.94K+ 6.58% |
$478K - $604K
|
63.8K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.89K+ 16.45% |
$473K - $597K
|
27.6K
$6.45M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.89K+ 145.51% |
$472K - $596K
|
6.57K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.67K+ 225.2% |
$446K - $563K
|
5.3K
$1.24M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.62K+ 91.48% |
$439K - $555K
|
7.58K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.14KNew |
$381K - $481K
|
3.14K
$736K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.13KNew |
$380K - $479K
|
3.13K
$732K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.1KNew |
$376K - $475K
|
3.1K
$726K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
3.06KNew |
$371K - $469K
|
3.06K
$716K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.01K+ 10.48% |
$366K - $461K
|
31.7K
$7.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.66K+ 9.22% |
$323K - $408K
|
31.5K
$7.38M
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.48K+ 12.18% |
$301K - $380K
|
22.8K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.48K+ 15.92% |
$301K - $379K
|
18K
$4.22M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.43KNew |
$296K - $373K
|
2.43K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.3K+ 8.06% |
$279K - $352K
|
30.8K
$7.21M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.27KNew |
$275K - $347K
|
2.27K
$531K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.25KNew |
$274K - $345K
|
2.25K
$528K
|