Purchases and Sales Made in Q4 2022 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.38KNew |
$276K - $323K
|
2.38K
$625K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
2.31KNew |
$268K - $313K
|
2.31K
$606K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.2KNew |
$255K - $299K
|
2.2K
$578K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.01KNew |
$234K - $274K
|
2.01K
$529K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
BUY
|
- |
1.9K+ 4.69% |
$220K - $258K
|
42.4K
$11.2M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.86KNew |
$216K - $253K
|
1.86K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.82KNew |
$212K - $248K
|
1.82K
$479K
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.81KNew |
$210K - $246K
|
1.81K
$475K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.79KNew |
$207K - $243K
|
1.79K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$206K - $241K
|
1.77K
$466K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.72KNew |
$200K - $234K
|
1.72K
$453K
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.63KNew |
$189K - $222K
|
1.63K
$429K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.17K+ 18.76% |
$136K - $159K
|
7.41K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.16K+ 55.42% |
$135K - $158K
|
3.25K
$855K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.15K+ 2.4% |
$134K - $156K
|
49K
$12.9M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.06K+ 16.01% |
$123K - $144K
|
7.68K
$2.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 231.48% |
$116K - $136K
|
1.43K
$377K
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
965+ 1.72% |
$112K - $131K
|
57.2K
$15M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
800+ 41.45% |
$92.9K - $109K
|
2.73K
$718K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
751+ 66.81% |
$87.2K - $102K
|
1.88K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
702New |
$81.5K - $95.4K
|
702
$185K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
672+ 11.46% |
$78K - $91.3K
|
6.54K
$1.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
666+ 18.26% |
$77.3K - $90.5K
|
4.31K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
645+ 3.9% |
$74.9K - $87.7K
|
17.2K
$4.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
639+ 0.93% |
$74.2K - $86.8K
|
69.5K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
571+ 35.47% |
$66.3K - $77.6K
|
2.18K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
529+ 1.7% |
$61.4K - $71.9K
|
31.6K
$8.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
520+ 57.78% |
$60.4K - $70.7K
|
1.42K
$373K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
502+ 512.24% |
$58.3K - $68.2K
|
600
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
450New |
$52.2K - $61.2K
|
450
$118K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
431+ 18.36% |
$50K - $58.6K
|
2.78K
$731K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
427+ 2.14% |
$49.6K - $58K
|
20.3K
$5.35M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
417+ 0.7% |
$48.4K - $56.7K
|
59.9K
$15.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
403+ 7.07% |
$46.8K - $54.8K
|
6.1K
$1.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
330+ 3.27% |
$38.3K - $44.8K
|
10.4K
$2.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
328+ 2.3% |
$38.1K - $44.6K
|
14.6K
$3.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
325+ 11.27% |
$37.7K - $44.2K
|
3.21K
$844K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
309+ 9.53% |
$35.9K - $42K
|
3.55K
$934K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
285New |
$33.1K - $38.7K
|
285
$74.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
272+ 1.78% |
$31.6K - $37K
|
15.6K
$4.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
272+ 2.95% |
$31.6K - $37K
|
9.5K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
255New |
$29.6K - $34.7K
|
255
$67.1K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
250New |
$29K - $34K
|
250
$65.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
246+ 6.83% |
$28.6K - $33.4K
|
3.85K
$1.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
246+ 12.23% |
$28.6K - $33.4K
|
2.26K
$594K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
239New |
$27.8K - $32.5K
|
239
$62.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
230New |
$26.7K - $31.3K
|
230
$60.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
220New |
$25.5K - $29.9K
|
220
$57.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
206New |
$23.9K - $28K
|
206
$54.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200New |
$23.2K - $27.2K
|
200
$52.6K
|