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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
324+ 9.45% |
$52.7K - $73.4K
|
3.75K
$947K
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
300+ 10.11% |
$48.8K - $67.9K
|
3.27K
$824K
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
292New |
$47.5K - $66.1K
|
292
$73.6K
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
291+ 8.07% |
$47.4K - $65.9K
|
3.9K
$982K
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
289+ 7.45% |
$47K - $65.4K
|
4.17K
$1.05M
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
275+ 25.11% |
$44.8K - $62.3K
|
1.37K
$345K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
272+ 1.06% |
$44.3K - $61.6K
|
25.8K
$6.52M
|
|
May 27, 2022
Q1 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
262+ 4.03% |
$42.6K - $59.3K
|
6.76K
$1.7M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
262+ 26.28% |
$42.6K - $59.3K
|
1.26K
$317K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
261+ 12.84% |
$42.5K - $59.1K
|
2.29K
$579K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
261+ 3.09% |
$42.5K - $59.1K
|
8.7K
$2.19M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
257+ 13.09% |
$41.8K - $58.2K
|
2.22K
$560K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
256+ 15.05% |
$41.7K - $58K
|
1.96K
$494K
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
254+ 28.48% |
$41.3K - $57.5K
|
1.15K
$289K
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
248+ 2.29% |
$40.4K - $56.2K
|
11.1K
$2.8M
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
243+ 13.62% |
$39.5K - $55K
|
2.03K
$511K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
239+ 113.27% |
$38.9K - $54.1K
|
450
$113K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
200New |
$32.5K - $45.3K
|
200
$50.4K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
190+ 56.72% |
$30.9K - $43K
|
525
$132K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
187+ 4.48% |
$30.4K - $42.3K
|
4.36K
$1.1M
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
178+ 8.98% |
$29K - $40.3K
|
2.16K
$545K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
173+ 7.13% |
$28.2K - $39.2K
|
2.6K
$655K
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
157+ 12.89% |
$25.5K - $35.6K
|
1.38K
$347K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
150New |
$24.4K - $34K
|
150
$37.8K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
148+ 44.85% |
$24.1K - $33.5K
|
478
$121K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
144+ 8.38% |
$23.4K - $32.6K
|
1.86K
$470K
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
140+ 2.2% |
$22.8K - $31.7K
|
6.51K
$1.64M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
134+ 11.46% |
$21.8K - $30.3K
|
1.3K
$329K
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
133+ 11.08% |
$21.6K - $30.1K
|
1.33K
$336K
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
131New |
$21.3K - $29.7K
|
131
$33K
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
130+ 1.43% |
$21.2K - $29.4K
|
9.23K
$2.33M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
130New |
$21.2K - $29.4K
|
130
$32.8K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
129+ 3.6% |
$21K - $29.2K
|
3.71K
$936K
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
127+ 1.44% |
$20.7K - $28.8K
|
8.97K
$2.26M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
108+ 3.0% |
$17.6K - $24.5K
|
3.7K
$934K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
105+ 0.29% |
$17.1K - $23.8K
|
36.7K
$9.25M
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
100+ 55.56% |
$16.3K - $22.6K
|
280
$70.6K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100+ 100.0% |
$16.3K - $22.6K
|
200
$50.4K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
100+ 3.15% |
$16.3K - $22.6K
|
3.28K
$827K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
100New |
$16.3K - $22.6K
|
100
$25.2K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
97+ 58.79% |
$15.8K - $22K
|
262
$66.1K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
89New |
$14.5K - $20.2K
|
89
$22.4K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
88+ 17.64% |
$14.3K - $19.9K
|
587
$148K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
76New |
$12.4K - $17.2K
|
76
$19.2K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
62+ 4.22% |
$10.1K - $14K
|
1.53K
$386K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
61+ 14.32% |
$9.93K - $13.8K
|
487
$123K
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
56+ 1.94% |
$9.11K - $12.7K
|
2.95K
$743K
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
56+ 2.01% |
$9.11K - $12.7K
|
2.84K
$716K
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
50New |
$8.14K - $11.3K
|
50
$12.6K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
45New |
$7.32K - $10.2K
|
45
$11.3K
|