Purchases and Sales Made in Q3 2023 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-198- 9.09% |
$31K - $34.6K
|
1.98K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-211- 2.1% |
$33.1K - $36.8K
|
9.85K
$2.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-216- 2.64% |
$33.8K - $37.7K
|
7.97K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-230- 0.37% |
$36K - $40.2K
|
62.1K
$16.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-250- 0.92% |
$39.2K - $43.7K
|
26.8K
$7.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-266- 10.98% |
$41.7K - $46.5K
|
2.16K
$567K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-286- 2.76% |
$44.8K - $49.9K
|
10.1K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-288- 1.42% |
$45.1K - $50.3K
|
20K
$5.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-293- 15.9% |
$45.9K - $51.2K
|
1.55K
$408K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-296- 0.44% |
$46.4K - $51.7K
|
67.5K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-302- 9.71% |
$47.3K - $52.7K
|
2.81K
$738K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-307- 10.18% |
$48.1K - $53.6K
|
2.71K
$713K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-309- 2.88% |
$48.4K - $54K
|
10.4K
$2.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-311- 0.35% |
$48.7K - $54.3K
|
87.7K
$23.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-321- 0.52% |
$50.3K - $56.1K
|
61.2K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-351- 2.47% |
$55K - $61.3K
|
13.8K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-364- 14.6% |
$57K - $63.6K
|
2.13K
$560K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-365- 12.95% |
$57.2K - $63.7K
|
2.45K
$645K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-365- 7.91% |
$57.2K - $63.7K
|
4.25K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-388- 2.63% |
$60.8K - $67.8K
|
14.4K
$3.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-391- 19.58% |
$61.3K - $68.3K
|
1.61K
$422K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-429- 5.7% |
$67.2K - $74.9K
|
7.1K
$1.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-470- 12.87% |
$73.6K - $82.1K
|
3.18K
$837K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-505- 0.98% |
$79.1K - $88.2K
|
50.9K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-545- 11.36% |
$85.4K - $95.2K
|
4.25K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-561- 3.75% |
$87.9K - $98K
|
14.4K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-564- 3.41% |
$88.4K - $98.5K
|
16K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-610- 8.6% |
$95.6K - $107K
|
6.49K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-637- 3.07% |
$99.8K - $111K
|
20.1K
$5.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-652- 8.0% |
$102K - $114K
|
7.5K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-665- 3.32% |
$104K - $116K
|
19.4K
$5.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-669- 8.64% |
$105K - $117K
|
7.07K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-743- 6.07% |
$116K - $130K
|
11.5K
$3.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-778- 6.88% |
$122K - $136K
|
10.5K
$2.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-796- 2.34% |
$125K - $139K
|
33.2K
$8.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-813- 0.45% |
$127K - $142K
|
179K
$47.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-829- 1.17% |
$130K - $145K
|
69.8K
$18.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-992- 3.52% |
$155K - $173K
|
27.2K
$7.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.16K- 53.49% |
$181K - $202K
|
1.01K
$265K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.17K- 21.69% |
$183K - $204K
|
4.22K
$1.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.18K- 2.25% |
$185K - $206K
|
51.1K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.19K- 6.51% |
$186K - $207K
|
17K
$4.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.33K- 14.13% |
$208K - $232K
|
8.07K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.35K- 43.62% |
$211K - $235K
|
1.74K
$458K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.37K- 4.18% |
$215K - $239K
|
31.4K
$8.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-1.39K- 10.96% |
$218K - $243K
|
11.3K
$2.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.49K- 21.44% |
$234K - $260K
|
5.46K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.62K- 0.96% |
$254K - $283K
|
168K
$44.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.79K- 24.9% |
$280K - $312K
|
5.39K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.88K- 17.02% |
$295K - $328K
|
9.17K
$2.41M
|