Purchases and Sales Made in Q4 2025 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
9.49KNew |
$2.56M - $2.71M
|
9.49K
$2.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.28K+ 627.47% |
$1.42M - $1.51M
|
6.12K
$1.65M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.06KNew |
$824K - $874K
|
3.06K
$824K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.98K+ 3.77% |
$802K - $851K
|
82K
$22.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.83K+ 69.56% |
$762K - $808K
|
6.9K
$1.86M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
2.44KNew |
$657K - $697K
|
2.44K
$657K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.11KNew |
$568K - $603K
|
2.11K
$568K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.73K+ 221.54% |
$465K - $494K
|
2.51K
$675K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.72K+ 6.64% |
$464K - $493K
|
27.7K
$7.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.54K+ 6.45% |
$414K - $439K
|
25.4K
$6.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.38K+ 16.4% |
$372K - $395K
|
9.81K
$2.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
958New |
$258K - $274K
|
958
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
641+ 51.9% |
$173K - $183K
|
1.88K
$505K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
537+ 1142.55% |
$145K - $153K
|
584
$157K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
461+ 0.75% |
$124K - $132K
|
62.1K
$16.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
395New |
$106K - $113K
|
395
$106K
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
387+ 2.57% |
$104K - $111K
|
15.5K
$4.16M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
225+ 16.93% |
$60.6K - $64.3K
|
1.55K
$419K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
220+ 13.06% |
$59.3K - $62.9K
|
1.91K
$513K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
150+ 2.45% |
$40.4K - $42.9K
|
6.27K
$1.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
141+ 1.89% |
$38K - $40.3K
|
7.61K
$2.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
124+ 9.19% |
$33.4K - $35.4K
|
1.47K
$397K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
88+ 3.33% |
$23.7K - $25.1K
|
2.73K
$736K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
75+ 5.84% |
$20.2K - $21.4K
|
1.36K
$366K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
67+ 3.42% |
$18K - $19.1K
|
2.03K
$545K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
57+ 0.62% |
$15.4K - $16.3K
|
9.24K
$2.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
42+ 0.76% |
$11.3K - $12K
|
5.56K
$1.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
23+ 0.58% |
$6.19K - $6.57K
|
4.02K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
15+ 1.37% |
$4.04K - $4.29K
|
1.11K
$299K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13+ 1.18% |
$3.5K - $3.71K
|
1.12K
$301K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13+ 1.45% |
$3.5K - $3.71K
|
911
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11+ 1.48% |
$2.96K - $3.14K
|
753
$203K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5+ 0.24% |
$1.35K - $1.43K
|
2.07K
$558K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.04% |
$1.35K - $1.43K
|
13.4K
$3.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1+ 0.04% |
$269 - $286
|
2.75K
$741K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1- 0.01% |
$269 - $286
|
8.58K
$2.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2- 0.27% |
$539 - $571
|
749
$202K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
SELL
|
- |
-3- 0.12% |
$808 - $857
|
2.44K
$656K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-6- 0.59% |
$1.62K - $1.71K
|
1K
$270K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6- 0.56% |
$1.62K - $1.71K
|
1.07K
$287K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7- 0.37% |
$1.89K - $2K
|
1.88K
$506K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 3.48% |
$1.89K - $2K
|
194
$52.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8- 0.71% |
$2.15K - $2.29K
|
1.12K
$302K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.78% |
$2.69K - $2.86K
|
1.27K
$342K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-11- 0.45% |
$2.96K - $3.14K
|
2.45K
$659K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.5% |
$4.04K - $4.29K
|
2.99K
$806K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-16- 1.11% |
$4.31K - $4.57K
|
1.43K
$384K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-18- 0.75% |
$4.85K - $5.14K
|
2.38K
$642K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.55% |
$9.43K - $10K
|
6.36K
$1.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-41- 1.89% |
$11K - $11.7K
|
2.13K
$572K
|
|