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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.17K- 33.65% |
$340K - $378K
|
4.27K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.32K- 14.58% |
$363K - $405K
|
13.6K
$3.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-2.54K- 10.97% |
$398K - $444K
|
20.6K
$5.19M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.76K- 29.76% |
$432K - $481K
|
6.51K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.97K- 36.32% |
$465K - $519K
|
5.21K
$1.31M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-3.88K- 9.55% |
$608K - $678K
|
36.8K
$9.25M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.49K- 5.37% |
$860K - $959K
|
96.6K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-5.64K- 9.53% |
$884K - $986K
|
53.6K
$13.5M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6K- 3.47% |
$939K - $1.05M
|
167K
$41.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.86K- 50.59% |
$1.08M - $1.2M
|
6.7K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-10.5K- 35.05% |
$1.64M - $1.83M
|
19.4K
$4.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-10.7K- 27.49% |
$1.67M - $1.86M
|
28.1K
$7.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 2.52% |
$2.01M - $2.24M
|
497K
$125M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.7K- 39.84% |
$2.15M - $2.4M
|
20.7K
$5.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-15.6K- 1.05% |
$2.45M - $2.73M
|
1.47M
$371M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-15.8K- 70.59% |
$2.47M - $2.76M
|
6.58K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.6K- 12.02% |
$3.38M - $3.77M
|
158K
$39.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-25.6K- 78.72% |
$4.01M - $4.47M
|
6.91K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-44.6K- 87.23% |
$6.99M - $7.79M
|
6.53K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-51K- 70.13% |
$7.99M - $8.91M
|
21.7K
$5.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-84.1K- 35.51% |
$13.2M - $14.7M
|
153K
$38.4M
|