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 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-60- 2.59% |
$6.97K - $8.15K
|
2.26K
$593K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-60- 1.53% |
$6.97K - $8.15K
|
3.87K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 5.63% |
$6.97K - $8.15K
|
1.01K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-65- 0.72% |
$7.55K - $8.83K
|
8.91K
$2.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-67- 1.62% |
$7.78K - $9.11K
|
4.07K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-67- 13.76% |
$7.78K - $9.11K
|
420
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-67- 11.41% |
$7.78K - $9.11K
|
520
$137K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67- 30.04% |
$7.78K - $9.11K
|
156
$41K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-68- 0.23% |
$7.9K - $9.24K
|
29K
$7.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-69- 0.67% |
$8.01K - $9.38K
|
10.2K
$2.68M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-70- 0.28% |
$8.13K - $9.51K
|
24.6K
$6.46M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-71- 3.51% |
$8.24K - $9.65K
|
1.95K
$513K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-75- 9.4% |
$8.71K - $10.2K
|
723
$190K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-80- 4.22% |
$9.29K - $10.9K
|
1.82K
$478K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-88- 22.74% |
$10.2K - $12K
|
299
$78.6K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-88- 22.74% |
$10.2K - $12K
|
299
$78.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-95- 1.57% |
$11K - $12.9K
|
5.95K
$1.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-96- 3.28% |
$11.1K - $13K
|
2.83K
$745K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-112- 5.23% |
$13K - $15.2K
|
2.03K
$534K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-115- 2.27% |
$13.4K - $15.6K
|
4.96K
$1.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-116- 5.27% |
$13.5K - $15.8K
|
2.08K
$548K
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-120- 1.78% |
$13.9K - $16.3K
|
6.64K
$1.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-124- 3.17% |
$14.4K - $16.9K
|
3.79K
$996K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-125- 32.89% |
$14.5K - $17K
|
255
$67.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-125- 96.15% |
$14.5K - $17K
|
5
$1.31K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-128- 2.68% |
$14.9K - $17.4K
|
4.64K
$1.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-131- 0.7% |
$15.2K - $17.8K
|
18.5K
$4.87M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-137- 1.94% |
$15.9K - $18.6K
|
6.92K
$1.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-148- 5.3% |
$17.2K - $20.1K
|
2.64K
$695K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-150- 4.64% |
$17.4K - $20.4K
|
3.08K
$810K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-174- 2.96% |
$20.2K - $23.6K
|
5.7K
$1.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-181- 2.08% |
$21K - $24.6K
|
8.52K
$2.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-191- 8.25% |
$22.2K - $26K
|
2.12K
$559K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-195- 31.45% |
$22.6K - $26.5K
|
425
$112K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-200- 57.14% |
$23.2K - $27.2K
|
150
$39.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-209- 2.51% |
$24.3K - $28.4K
|
8.11K
$2.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-212- 8.94% |
$24.6K - $28.8K
|
2.16K
$568K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-226- 3.58% |
$26.2K - $30.7K
|
6.08K
$1.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-257- 2.37% |
$29.8K - $34.9K
|
10.6K
$2.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-281- 5.49% |
$32.6K - $38.2K
|
4.84K
$1.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-293- 12.54% |
$34K - $39.8K
|
2.04K
$537K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-307- 87.97% |
$35.6K - $41.7K
|
42
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-329- 4.18% |
$38.2K - $44.7K
|
7.55K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-330- 16.97% |
$38.3K - $44.8K
|
1.62K
$425K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-342- 3.96% |
$39.7K - $46.5K
|
8.3K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-403- 2.14% |
$46.8K - $54.8K
|
18.4K
$4.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-408- 17.17% |
$47.4K - $55.4K
|
1.97K
$518K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-411- 12.74% |
$47.7K - $55.9K
|
2.82K
$740K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-421- 7.81% |
$48.9K - $57.2K
|
4.97K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-423- 4.64% |
$49.1K - $57.5K
|
8.7K
$2.29M
|