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 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 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 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 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 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13+ 1.18% |
$3.5K - $3.71K
|
1.12K
$301K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
11+ 1.48% |
$2.96K - $3.14K
|
753
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1+ 0.04% |
$269 - $286
|
2.75K
$741K
|
|
|
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 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 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
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-45- 4.85% |
$12.1K - $12.9K
|
882
$238K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-58- 2.55% |
$15.6K - $16.6K
|
2.21K
$596K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-69- 2.74% |
$18.6K - $19.7K
|
2.45K
$659K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-110- 9.6% |
$29.6K - $31.4K
|
1.04K
$279K
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-111- 1.43% |
$29.9K - $31.7K
|
7.68K
$2.07M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-130- 13.68% |
$35K - $37.1K
|
820
$221K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-134- 40.85% |
$36.1K - $38.3K
|
194
$52.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-162- 3.07% |
$43.6K - $46.3K
|
5.11K
$1.38M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
SELL
|
- |
-171- 0.73% |
$46.1K - $48.9K
|
23.2K
$6.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-177- 2.69% |
$47.7K - $50.6K
|
6.4K
$1.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-185- 0.71% |
$49.8K - $52.9K
|
25.9K
$6.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-189- 0.6% |
$50.9K - $54K
|
31.2K
$8.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 0.97% |
$53.9K - $57.1K
|
20.3K
$5.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-306- 9.99% |
$82.4K - $87.4K
|
2.76K
$743K
|
|