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 |
---|---|---|---|---|---|---|---|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.21K+ 3.29% |
$359K - $500K
|
69.3K
$17.5M
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.2K+ 152.22% |
$358K - $498K
|
3.64K
$918K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
2.08K+ 18.76% |
$338K - $470K
|
13.1K
$3.32M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.07K+ 0.98% |
$337K - $469K
|
213K
$53.8M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.06KNew |
$335K - $467K
|
2.06K
$520K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.84K+ 5.01% |
$300K - $418K
|
38.6K
$9.74M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.79K+ 12.31% |
$291K - $405K
|
16.3K
$4.11M
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
1.67K+ 12.56% |
$272K - $379K
|
15K
$3.78M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.64K+ 7.97% |
$267K - $372K
|
22.3K
$5.61M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.59KNew |
$258K - $359K
|
1.59K
$400K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.53K+ 140.86% |
$250K - $347K
|
2.62K
$661K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.49K+ 9.08% |
$243K - $338K
|
17.9K
$4.52M
|
|
May 16, 2022
Q1 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$234K - $325K
|
1.44K
$362K
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.42KNew |
$231K - $322K
|
1.42K
$358K
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.3KNew |
$212K - $294K
|
1.3K
$328K
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
1.29KNew |
$210K - $292K
|
1.29K
$325K
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.25K+ 7.73% |
$204K - $284K
|
17.4K
$4.4M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.2KNew |
$195K - $272K
|
1.2K
$303K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.19KNew |
$194K - $270K
|
1.19K
$301K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.19K+ 3.03% |
$194K - $269K
|
40.5K
$10.2M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.13KNew |
$184K - $256K
|
1.13K
$285K
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.1K+ 89.86% |
$179K - $249K
|
2.32K
$586K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 6.57% |
$175K - $244K
|
17.4K
$4.4M
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.07K+ 2.12% |
$174K - $242K
|
51.5K
$13M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.06K+ 8.59% |
$172K - $240K
|
13.4K
$3.38M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.06KNew |
$172K - $240K
|
1.06K
$267K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 2070.0% |
$168K - $234K
|
1.09K
$274K
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
867+ 17.95% |
$141K - $196K
|
5.7K
$1.44M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
833+ 1.98% |
$136K - $189K
|
42.8K
$10.8M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
790New |
$129K - $179K
|
790
$199K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
740+ 29.92% |
$120K - $168K
|
3.21K
$810K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
670+ 7.0% |
$109K - $152K
|
10.2K
$2.58M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
662New |
$108K - $150K
|
662
$167K
|
|
Apr 25, 2022
Q1 2022
|
Community Trust & Investment CO
|
BUY
|
- |
613+ 24.35% |
$99.8K - $139K
|
3.13K
$789K
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
598+ 40.76% |
$97.3K - $135K
|
2.07K
$521K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
595+ 26.35% |
$96.8K - $135K
|
2.85K
$719K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
579+ 11.7% |
$94.2K - $131K
|
5.53K
$1.39M
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
523+ 21.77% |
$85.1K - $118K
|
2.93K
$738K
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
516+ 29.3% |
$84K - $117K
|
2.28K
$574K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
513+ 46.09% |
$83.5K - $116K
|
1.63K
$410K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
450New |
$73.2K - $102K
|
450
$113K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
448+ 49.45% |
$72.9K - $101K
|
1.35K
$341K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
433+ 4.92% |
$70.5K - $98.1K
|
9.23K
$2.33M
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
421+ 5.47% |
$68.5K - $95.3K
|
8.12K
$2.05M
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
407+ 11.18% |
$66.2K - $92.2K
|
4.05K
$1.02M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
387New |
$63K - $87.6K
|
387
$97.6K
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
385+ 5.88% |
$62.7K - $87.2K
|
6.94K
$1.75M
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
379+ 15.0% |
$61.7K - $85.8K
|
2.91K
$733K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
370+ 4.6% |
$60.2K - $83.8K
|
8.41K
$2.12M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
329+ 1.26% |
$53.5K - $74.5K
|
26.4K
$6.67M
|