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 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-257Closed |
$41.8K - $58.2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-263- 12.92% |
$42.8K - $59.6K
|
1.77K
$447K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-290- 21.17% |
$47.2K - $65.7K
|
1.08K
$272K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-299- 5.27% |
$48.7K - $67.7K
|
5.37K
$1.35M
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-299- 13.3% |
$48.7K - $67.7K
|
1.95K
$491K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-308- 4.92% |
$50.1K - $69.8K
|
5.96K
$1.5M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-311- 2.21% |
$50.6K - $70.4K
|
13.8K
$3.48M
|
|
|
Apr 12, 2022
Q1 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-317- 1.08% |
$51.6K - $71.8K
|
29.1K
$7.34M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-325- 2.52% |
$52.9K - $73.6K
|
12.6K
$3.17M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-327- 15.68% |
$53.2K - $74.1K
|
1.76K
$443K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-331- 47.9% |
$53.9K - $75K
|
360
$90.8K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-351Closed |
$57.1K - $79.5K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-371- 6.04% |
$60.4K - $84K
|
5.77K
$1.46M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-395- 8.05% |
$64.3K - $89.5K
|
4.51K
$1.14M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-413- 3.72% |
$67.2K - $93.5K
|
10.7K
$2.7M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-419- 2.21% |
$68.2K - $94.9K
|
18.6K
$4.68M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-423- 3.6% |
$68.8K - $95.8K
|
11.3K
$2.86M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-438- 18.87% |
$71.3K - $99.2K
|
1.88K
$475K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-439- 16.11% |
$71.4K - $99.4K
|
2.29K
$576K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-442- 4.55% |
$71.9K - $100K
|
9.27K
$2.34M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-446- 7.14% |
$72.6K - $101K
|
5.8K
$1.46M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-461- 8.93% |
$75K - $104K
|
4.7K
$1.19M
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-473- 12.93% |
$77K - $107K
|
3.18K
$803K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-475- 4.51% |
$77.3K - $108K
|
10.1K
$2.54M
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-477- 13.19% |
$77.6K - $108K
|
3.14K
$792K
|
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-478- 7.08% |
$77.8K - $108K
|
6.27K
$1.58M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-485- 83.48% |
$78.9K - $110K
|
96
$24.2K
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-487- 11.24% |
$79.2K - $110K
|
3.85K
$970K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-516- 3.79% |
$84K - $117K
|
13.1K
$3.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-533- 11.67% |
$86.7K - $121K
|
4.04K
$1.02M
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-536- 2.21% |
$87.2K - $121K
|
23.7K
$5.97M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-553- 9.98% |
$90K - $125K
|
4.99K
$1.26M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-570- 4.56% |
$92.8K - $129K
|
11.9K
$3.01M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-588Closed |
$95.7K - $133K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-600Closed |
$97.6K - $136K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-664- 5.8% |
$108K - $150K
|
10.8K
$2.72M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-668- 4.03% |
$109K - $151K
|
15.9K
$4.02M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-694- 2.99% |
$113K - $157K
|
22.5K
$5.68M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-700- 19.49% |
$114K - $159K
|
2.89K
$729K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-749- 11.87% |
$122K - $170K
|
5.56K
$1.4M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-763- 82.93% |
$124K - $173K
|
157
$39.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-799- 16.74% |
$130K - $181K
|
3.97K
$1M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-808- 4.13% |
$131K - $183K
|
18.8K
$4.73M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-824- 41.68% |
$134K - $187K
|
1.15K
$291K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-839- 11.06% |
$137K - $190K
|
6.74K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-850Closed |
$138K - $192K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-863- 5.94% |
$140K - $195K
|
13.7K
$3.45M
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-886Closed |
$144K - $201K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-890Closed |
$145K - $202K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-891Closed |
$145K - $202K
|
0
$0
|