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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
24+ 3.48% |
$3.91K - $5.44K
|
714
$174K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
22+ 1.89% |
$3.58K - $4.98K
|
1.18K
$288K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
16New |
$2.6K - $3.62K
|
16
$3.89K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15+ 0.46% |
$2.44K - $3.4K
|
3.27K
$795K
|
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
12+ 0.72% |
$1.95K - $2.72K
|
1.68K
$408K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$1.14K - $1.59K
|
7
$1.7K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
5New |
$814 - $1.13K
|
5
$1.22K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
5+ 0.25% |
$814 - $1.13K
|
1.99K
$483K
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4+ 0.31% |
$651 - $906
|
1.29K
$312K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 33.33% |
$163 - $226
|
4
$972
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1+ 0.05% |
$163 - $226
|
1.87K
$454K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1- 0.04% |
$163 - $226
|
2.85K
$693K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3- 0.25% |
$488 - $679
|
1.2K
$291K
|
|
|
May 11, 2022
Q1 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-4- 0.03% |
$651 - $906
|
14K
$3.41M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4- 0.68% |
$651 - $906
|
581
$141K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5Closed |
$814 - $1.13K
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-11- 1.37% |
$1.79K - $2.49K
|
790
$192K
|
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-12- 0.5% |
$1.95K - $2.72K
|
2.4K
$583K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13- 16.25% |
$2.12K - $2.94K
|
67
$16.3K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 1.15% |
$2.44K - $3.4K
|
1.29K
$313K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-16Closed |
$2.6K - $3.62K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18- 1.31% |
$2.93K - $4.08K
|
1.36K
$331K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-18Closed |
$2.93K - $4.08K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-19- 1.01% |
$3.09K - $4.3K
|
1.86K
$452K
|
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-20Closed |
$3.25K - $4.53K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20- 11.11% |
$3.25K - $4.53K
|
160
$38.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-23- 1.19% |
$3.74K - $5.21K
|
1.9K
$462K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-24Closed |
$3.91K - $5.44K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24Closed |
$3.91K - $5.44K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-25Closed |
$4.07K - $5.66K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-25- 2.14% |
$4.07K - $5.66K
|
1.14K
$277K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-26- 35.14% |
$4.23K - $5.89K
|
48
$11.7K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-30Closed |
$4.88K - $6.79K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-30- 5.0% |
$4.88K - $6.79K
|
570
$139K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-36- 6.32% |
$5.86K - $8.15K
|
534
$130K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-39- 3.06% |
$6.35K - $8.83K
|
1.24K
$300K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 5.72% |
$6.51K - $9.06K
|
659
$160K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 2.94% |
$6.51K - $9.06K
|
1.32K
$321K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-45- 3.78% |
$7.32K - $10.2K
|
1.15K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-47- 0.23% |
$7.65K - $10.6K
|
20.3K
$4.93M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-48- 18.05% |
$7.81K - $10.9K
|
218
$53K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-49- 1.82% |
$7.97K - $11.1K
|
2.65K
$643K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-50Closed |
$8.14K - $11.3K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-51Closed |
$8.3K - $11.5K
|
0
$0
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-52- 1.92% |
$8.46K - $11.8K
|
2.66K
$646K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-52- 1.92% |
$8.46K - $11.8K
|
2.66K
$646K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 0.56% |
$10.1K - $14K
|
11K
$2.68M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-63- 3.97% |
$10.3K - $14.3K
|
1.52K
$370K
|