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 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-66- 58.93% |
$10.7K - $14.9K
|
46
$11.6K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-68- 5.02% |
$11.1K - $15.4K
|
1.29K
$325K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-71- 6.57% |
$11.6K - $16.1K
|
1.01K
$254K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-77- 5.88% |
$12.5K - $17.4K
|
1.23K
$311K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-79- 36.41% |
$12.9K - $17.9K
|
138
$34.8K
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-82- 3.81% |
$13.3K - $18.6K
|
2.07K
$522K
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-83Closed |
$13.5K - $18.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-93Closed |
$15.1K - $21.1K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-98- 8.81% |
$15.9K - $22.2K
|
1.02K
$256K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-103- 3.32% |
$16.8K - $23.3K
|
3K
$757K
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-111- 1.1% |
$18.1K - $25.1K
|
9.97K
$2.51M
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-115- 15.86% |
$18.7K - $26K
|
610
$154K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-115- 3.34% |
$18.7K - $26K
|
3.33K
$839K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-120Closed |
$19.5K - $27.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-128Closed |
$20.8K - $29K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-129- 1.19% |
$21K - $29.2K
|
10.8K
$2.71M
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-129- 77.25% |
$21K - $29.2K
|
38
$9.58K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-130Closed |
$21.2K - $29.4K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-133Closed |
$21.6K - $30.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-140- 10.63% |
$22.8K - $31.7K
|
1.18K
$297K
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-143- 5.23% |
$23.3K - $32.4K
|
2.59K
$654K
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-145- 1.51% |
$23.6K - $32.8K
|
9.46K
$2.38M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-147- 3.08% |
$23.9K - $33.3K
|
4.63K
$1.17M
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-150- 1.18% |
$24.4K - $34K
|
12.5K
$3.16M
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-151- 7.66% |
$24.6K - $34.2K
|
1.82K
$459K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-153- 1.69% |
$24.9K - $34.6K
|
8.92K
$2.25M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-158- 8.95% |
$25.7K - $35.8K
|
1.61K
$406K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-161- 3.49% |
$26.2K - $36.5K
|
4.45K
$1.12M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-173- 4.94% |
$28.2K - $39.2K
|
3.33K
$840K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-183- 61.62% |
$29.8K - $41.4K
|
114
$28.7K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-190- 24.58% |
$30.9K - $43K
|
583
$147K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-192- 7.18% |
$31.2K - $43.5K
|
2.48K
$626K
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-192Closed |
$31.2K - $43.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-196- 87.5% |
$31.9K - $44.4K
|
28
$7.06K
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-198- 0.46% |
$32.2K - $44.8K
|
42.4K
$10.7M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-200Closed |
$32.5K - $45.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-202- 9.3% |
$32.9K - $45.7K
|
1.97K
$497K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-204Closed |
$33.2K - $46.2K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-208- 3.51% |
$33.8K - $47.1K
|
5.71K
$1.44M
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-210- 4.96% |
$34.2K - $47.6K
|
4.02K
$1.01M
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-219- 4.06% |
$35.6K - $49.6K
|
5.17K
$1.3M
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-229- 3.13% |
$37.3K - $51.9K
|
7.08K
$1.79M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-234- 13.57% |
$38.1K - $53K
|
1.49K
$376K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-238- 10.35% |
$38.7K - $53.9K
|
2.06K
$520K
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-239- 5.08% |
$38.9K - $54.1K
|
4.47K
$1.13M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-242- 0.99% |
$39.4K - $54.8K
|
24.1K
$6.08M
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-247- 11.48% |
$40.2K - $55.9K
|
1.9K
$480K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-250Closed |
$40.7K - $56.6K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-250- 3.11% |
$40.7K - $56.6K
|
7.8K
$1.97M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-251Closed |
$40.8K - $56.8K
|
0
$0
|