Purchases and Sales Made in Q2 2023 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.15K- 10.29% |
$158K - $188K
|
9.98K
$2.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.29K- 47.51% |
$177K - $212K
|
1.42K
$373K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 34.93% |
$179K - $214K
|
2.42K
$635K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.34K- 14.9% |
$184K - $220K
|
7.63K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.37K- 29.25% |
$188K - $225K
|
3.3K
$866K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.4K- 4.54% |
$192K - $230K
|
29.4K
$7.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.45K- 39.34% |
$200K - $238K
|
2.23K
$586K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.55K- 30.42% |
$214K - $256K
|
3.55K
$932K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.57K- 33.38% |
$216K - $258K
|
3.13K
$819K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.57K- 8.99% |
$216K - $259K
|
15.9K
$4.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.71K- 12.37% |
$236K - $282K
|
12.1K
$3.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.72K- 17.08% |
$236K - $282K
|
8.32K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.72K- 36.97% |
$237K - $283K
|
2.93K
$768K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.85K- 45.15% |
$255K - $305K
|
2.25K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-1.85K- 45.15% |
$255K - $305K
|
2.25K
$590K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.86K- 14.12% |
$256K - $306K
|
11.3K
$2.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.03K- 20.75% |
$279K - $333K
|
7.74K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.37K- 14.3% |
$326K - $390K
|
14.2K
$3.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.45K- 1.34% |
$337K - $403K
|
180K
$47.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.31K- 4.48% |
$457K - $545K
|
70.6K
$18.5M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.43K- 53.21% |
$473K - $565K
|
3.02K
$791K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-3.73K- 8.41% |
$515K - $614K
|
40.6K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.81K- 52.2% |
$525K - $627K
|
3.49K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.24K- 67.95% |
$584K - $698K
|
2K
$524K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.03K- 36.8% |
$831K - $992K
|
10.4K
$2.71M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.8K- 3.05% |
$938K - $1.12M
|
216K
$56.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.53K- 47.56% |
$1.17M - $1.4M
|
9.4K
$2.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.52K- 27.96% |
$1.31M - $1.57M
|
24.5K
$6.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-10.7K- 21.58% |
$1.47M - $1.76M
|
38.8K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.9K- 97.59% |
$2.2M - $2.62M
|
393
$103K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18K- 7.66% |
$2.48M - $2.97M
|
217K
$57M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.7K- 62.66% |
$2.85M - $3.4M
|
12.3K
$3.23M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-20.7K- 10.73% |
$2.86M - $3.41M
|
173K
$45.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-22K- 30.1% |
$3.03M - $3.62M
|
51.1K
$13.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23.6K- 1.56% |
$3.25M - $3.89M
|
1.49M
$391M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-29.7K- 47.78% |
$4.1M - $4.89M
|
32.5K
$8.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30.6K- 96.33% |
$4.21M - $5.03M
|
1.17K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-39.7K- 76.45% |
$5.47M - $6.54M
|
12.2K
$3.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-43K- 81.31% |
$5.93M - $7.08M
|
9.89K
$2.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-85.4K- 77.61% |
$11.8M - $14M
|
24.6K
$6.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-92K- 97.67% |
$12.7M - $15.1M
|
2.19K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-181K- 89.71% |
$24.9M - $29.7M
|
20.7K
$5.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-611K- 59.46% |
$84.3M - $101M
|
417K
$109M
|