Purchases and Sales Made in Q1 2022 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q1 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
200K+ 12.44% |
$32.5M - $45.2M
|
1.8M
$455M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
105K+ 476.28% |
$17.1M - $23.8M
|
127K
$32M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89.9KNew |
$14.6M - $20.4M
|
89.9K
$22.7M
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
78.1K+ 359.32% |
$12.7M - $17.7M
|
99.9K
$25.2M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49.8KNew |
$8.1M - $11.3M
|
49.8K
$12.6M
|
|
May 16, 2022
Q1 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
37.2K+ 120.0% |
$6.05M - $8.42M
|
68.2K
$17.2M
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
34.8KNew |
$5.66M - $7.88M
|
34.8K
$8.78M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.3K+ 100.59% |
$5.58M - $7.77M
|
68.4K
$17.2M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
29.6K+ 1161.82% |
$4.81M - $6.7M
|
32.1K
$8.1M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
29.2K+ 6.99% |
$4.75M - $6.61M
|
446K
$113M
|
|
May 05, 2022
Q1 2022
|
626 Financial, LLC
|
BUY
|
- |
24.3K+ 1229.19% |
$3.96M - $5.51M
|
26.3K
$6.64M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20.7K+ 127.1% |
$3.37M - $4.69M
|
37K
$9.34M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.2K+ 429.51% |
$3.29M - $4.58M
|
24.9K
$6.29M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.2K+ 195.1% |
$3.13M - $4.36M
|
29.1K
$7.34M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.6KNew |
$3.02M - $4.2M
|
18.6K
$4.68M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.5K+ 209.43% |
$2.84M - $3.96M
|
25.8K
$6.51M
|
|
May 17, 2022
Q1 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
17K+ 746.93% |
$2.77M - $3.86M
|
19.3K
$4.87M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.1K+ 90.38% |
$2.12M - $2.96M
|
27.5K
$6.93M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.8K+ 2727.35% |
$2.08M - $2.89M
|
13.2K
$3.34M
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
11.2KNew |
$1.81M - $2.53M
|
11.2K
$2.81M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.47KNew |
$1.54M - $2.14M
|
9.47K
$2.39M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.22KNew |
$1.5M - $2.09M
|
9.22K
$2.32M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.37KNew |
$1.36M - $1.9M
|
8.37K
$2.11M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.74K+ 140.13% |
$1.26M - $1.75M
|
13.3K
$3.35M
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
7.47K+ 685.14% |
$1.22M - $1.69M
|
8.56K
$2.16M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.04KNew |
$1.14M - $1.59M
|
7.04K
$1.77M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6.81K+ 47.91% |
$1.11M - $1.54M
|
21K
$5.3M
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.4KNew |
$1.04M - $1.45M
|
6.4K
$1.61M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
6.22K+ 17.84% |
$1.01M - $1.41M
|
41.1K
$10.4M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.11K+ 5.96% |
$995K - $1.38M
|
109K
$27.4M
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
6.1KNew |
$992K - $1.38M
|
6.1K
$1.54M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
5.81K+ 119.86% |
$945K - $1.31M
|
10.7K
$2.69M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.51K+ 6.64% |
$897K - $1.25M
|
88.5K
$22.3M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.48K+ 90.03% |
$892K - $1.24M
|
11.6K
$2.92M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.48K+ 82.7% |
$892K - $1.24M
|
12.1K
$3.05M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.35K+ 189.79% |
$871K - $1.21M
|
8.18K
$2.06M
|
|
Apr 27, 2022
Q1 2022
|
Tamar Securities, LLC
|
BUY
|
- |
5.24K+ 9.89% |
$852K - $1.19M
|
58.2K
$14.7M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.53K+ 8.76% |
$736K - $1.02M
|
56.2K
$14.2M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.48K+ 10.87% |
$729K - $1.02M
|
45.7K
$11.5M
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
4.48K+ 64.9% |
$729K - $1.01M
|
11.4K
$2.87M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.31K+ 40.97% |
$701K - $976K
|
14.8K
$3.74M
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
4K+ 16.67% |
$651K - $906K
|
28K
$7.06M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.77KNew |
$613K - $853K
|
3.77K
$950K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.71KNew |
$603K - $839K
|
3.71K
$935K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.68K+ 4176.14% |
$598K - $832K
|
3.76K
$949K
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.64K+ 208.78% |
$592K - $824K
|
5.38K
$1.36M
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.23KNew |
$525K - $731K
|
3.23K
$814K
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.04KNew |
$495K - $689K
|
3.04K
$767K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.7K+ 29.02% |
$439K - $611K
|
12K
$3.02M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.32KNew |
$378K - $526K
|
2.32K
$586K
|