Purchases and Sales Made in Q2 2025 in First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q2 2025. 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
Jul 18, 2025 Q2 2025
Marks Wealth, LLC

BUY
 -
127K
New
$25.3M - $34.1M
127K $33.6M
Jul 07, 2025 Q2 2025
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
8.19K
+ 21.82%
$1.64M - $2.21M
45.7K $12.2M
Jul 17, 2025 Q2 2025
Global Trust Asset Management, LLC

BUY
 -
2.8K
New
$561K - $754K
2.8K $744K
Jul 09, 2025 Q2 2025
Triumph Capital Management

BUY
 -
1.23K
New
$246K - $330K
1.23K $326K
Jul 11, 2025 Q2 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.15K
+ 460.4%
$231K - $310K
1.4K $372K
Jul 17, 2025 Q2 2025
Smith, Salley & Associates

BUY
 -
1K
New
$200K - $269K
1K $266K
Jul 15, 2025 Q2 2025
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
996
New
$199K - $268K
996 $265K
Jul 11, 2025 Q2 2025
Grant Private Wealth Management Inc

Pleasanton, CA
BUY
 -
971
New
$194K - $262K
971 $258K
Jul 10, 2025 Q2 2025
Worth Asset Management, LLC

BUY
 -
960
New
$192K - $259K
960 $255K
Jul 11, 2025 Q2 2025
Elk River Wealth Management, LLC

BUY
 -
900
New
$180K - $242K
900 $239K
Jul 18, 2025 Q2 2025
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
887
New
$178K - $239K
887 $236K
Jul 09, 2025 Q2 2025
Catalyst Private Wealth, LLC

BUY
 -
858
New
$172K - $231K
858 $228K
Jul 09, 2025 Q2 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
851
New
$170K - $229K
851 $226K
Jul 16, 2025 Q2 2025
Clear Point Advisors Inc.

Melville, NY
BUY
 -
808
New
$162K - $218K
808 $215K
Jul 15, 2025 Q2 2025
Sightline Wealth Advisors, LLC

BUY
 -
797
New
$160K - $215K
797 $212K
Jul 17, 2025 Q2 2025
Summit Financial Strategies, Inc.

BUY
 -
795
New
$159K - $214K
795 $211K
Jul 18, 2025 Q2 2025
Ewa, LLC

Pittsbugh, PA
BUY
 -
784
New
$157K - $211K
784 $208K
Jul 07, 2025 Q2 2025
Wesbanco Bank Inc

BUY
 -
779
New
$156K - $210K
779 $207K
Jul 14, 2025 Q2 2025
Toth Financial Advisory Corp

BUY
 -
655
+ 4.59%
$131K - $176K
14.9K $3.97M
Jul 15, 2025 Q2 2025
Fifth Third Bancorp

BUY
 -
392
+ 261.33%
$78.5K - $106K
542 $144K
Jul 14, 2025 Q2 2025
Park Avenue Securities LLC

BUY
 -
320
+ 6.36%
$64.1K - $86.2K
5.35K $1.42M
Jul 11, 2025 Q2 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
176
+ 1.92%
$35.3K - $47.4K
9.35K $2.49M
Jul 15, 2025 Q2 2025
Patriot Investment Management Inc.

BUY
 -
165
+ 17.76%
$33K - $44.4K
1.09K $291K
Jul 10, 2025 Q2 2025
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
151
+ 9.56%
$30.2K - $40.7K
1.73K $460K
Jul 14, 2025 Q2 2025
Abound Wealth Management

Franklin, TN
BUY
 -
150
New
$30K - $40.4K
150 $39.9K
Jul 07, 2025 Q2 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
142
+ 9.9%
$28.4K - $38.2K
1.58K $419K
Jul 08, 2025 Q2 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
142
+ 4.23%
$28.4K - $38.2K
3.5K $930K
Jul 18, 2025 Q2 2025
Trust CO Of Vermont

BUY
 -
100
New
$20K - $26.9K
100 $26.6K
Jul 16, 2025 Q2 2025
Keystone Global Partners, LLC

Denver, CO
BUY
 -
97
New
$19.4K - $26.1K
97 $25.8K
Jul 08, 2025 Q2 2025
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
83
+ 1.4%
$16.6K - $22.4K
6K $1.6M
Jul 11, 2025 Q2 2025
Wealth Management Partners, LLC

BUY
 -
67
+ 0.2%
$13.4K - $18K
33.4K $8.88M
Jul 16, 2025 Q2 2025
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
65
New
$13K - $17.5K
65 $17.3K
Jul 14, 2025 Q2 2025
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
61
+ 0.67%
$12.2K - $16.4K
9.15K $2.43M
Jul 14, 2025 Q2 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
41
+ 3.76%
$8.21K - $11K
1.13K $300K
Jul 10, 2025 Q2 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
23
+ 0.27%
$4.61K - $6.19K
8.58K $2.28M
Jul 16, 2025 Q2 2025
Minich Mac Gregor Wealth Management, LLC

BUY
 -
18
+ 0.63%
$3.61K - $4.85K
2.86K $761K
Jul 18, 2025 Q2 2025
Woodward Diversified Capital, LLC

BUY
 -
17
+ 0.71%
$3.4K - $4.58K
2.42K $643K
Jul 11, 2025 Q2 2025
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-2
- 0.21%
$401 - $539
934 $248K
Jul 15, 2025 Q2 2025
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-2
- 0.07%
$401 - $539
2.98K $793K
Jul 15, 2025 Q2 2025
Accurate Wealth Management, LLC

SELL
 -
-3
- 0.24%
$601 - $808
1.27K $337K
Jul 16, 2025 Q2 2025
Signaturefd, LLC

Atlanta, GA
SELL
 -
-5
- 0.47%
$1K - $1.35K
1.07K $283K
Jul 11, 2025 Q2 2025
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-23
- 0.95%
$4.61K - $6.19K
2.4K $639K
Jul 16, 2025 Q2 2025
Tempus Wealth Planning, LLC

SELL
 -
-25
- 2.34%
$5.01K - $6.73K
1.04K $278K
Jul 10, 2025 Q2 2025
Hf Advisory Group, LLC

Annapolis, MD
SELL
 -
-25
- 1.08%
$5.01K - $6.73K
2.29K $609K
Jul 18, 2025 Q2 2025
Qtr Family Wealth, LLC

Lake Mary, FL
SELL
 -
-41
- 1.26%
$8.21K - $11K
3.22K $857K
Jul 02, 2025 Q2 2025
Fiduciary Financial Group, LLC

San Rafael, CA
SELL
 -
-90
- 8.65%
$18K - $24.2K
950 $253K
Jul 17, 2025 Q2 2025
Pfg Investments, LLC

Woodbury, NY
SELL
 -
-96
- 9.21%
$19.2K - $25.9K
946 $252K
Jul 16, 2025 Q2 2025
Cambridge Advisors Inc.

SELL
 -
-97
- 6.48%
$19.4K - $26.1K
1.4K $372K
Jul 01, 2025 Q2 2025
Harbor Investment Advisory, LLC

SELL
 -
-100
- 3.74%
$20K - $26.9K
2.58K $685K

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