Purchases and Sales Made in Q2 2025 in First Tr Fd Dow Jones (FDN)
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 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 2.53% |
$21.6K - $29.1K
|
4.16K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 70.55% |
$23K - $31K
|
48
$12.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-120- 34.09% |
$24K - $32.3K
|
232
$61.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-145- 3.41% |
$29K - $39.1K
|
4.11K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-156- 4.41% |
$31.2K - $42K
|
3.38K
$899K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-165- 0.35% |
$33K - $44.4K
|
47.4K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-179- 2.45% |
$35.9K - $48.2K
|
7.12K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-205- 18.35% |
$41.1K - $55.2K
|
912
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-238- 10.08% |
$47.7K - $64.1K
|
2.12K
$564K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-250- 16.28% |
$50.1K - $67.3K
|
1.29K
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-250- 15.63% |
$50.1K - $67.3K
|
1.35K
$359K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-259- 17.69% |
$51.9K - $69.8K
|
1.21K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-277- 4.77% |
$55.5K - $74.6K
|
5.53K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-297- 0.92% |
$59.5K - $80K
|
32K
$8.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-359- 7.87% |
$71.9K - $96.7K
|
4.2K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-398- 10.86% |
$79.7K - $107K
|
3.27K
$869K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-508- 0.34% |
$102K - $137K
|
149K
$39.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-548- 2.27% |
$110K - $148K
|
23.6K
$6.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-551- 6.52% |
$110K - $148K
|
7.89K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-592- 9.69% |
$119K - $159K
|
5.52K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-607- 6.44% |
$122K - $163K
|
8.82K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-883- 20.16% |
$177K - $238K
|
3.5K
$930K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.47K- 1.52% |
$293K - $395K
|
95K
$25.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.26K- 18.43% |
$453K - $609K
|
10K
$2.66M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.46K- 66.57% |
$692K - $931K
|
1.74K
$462K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.48K- 16.27% |
$1.3M - $1.75M
|
33.4K
$8.87M
|