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 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-892Closed |
$145K - $202K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-911Closed |
$148K - $206K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
SELL
|
- |
-919Closed |
$150K - $208K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-923Closed |
$150K - $209K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-924Closed |
$150K - $209K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-931Closed |
$152K - $211K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-934Closed |
$152K - $212K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-934Closed |
$152K - $212K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-935Closed |
$152K - $212K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-936- 29.94% |
$152K - $212K
|
2.19K
$552K
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
SELL
|
- |
-938Closed |
$153K - $212K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-944Closed |
$154K - $214K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
SELL
|
- |
-960- 3.12% |
$156K - $217K
|
29.8K
$7.52M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-971Closed |
$158K - $220K
|
0
$0
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-975- 32.5% |
$159K - $221K
|
2.03K
$511K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-975- 34.16% |
$159K - $221K
|
1.88K
$474K
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-981Closed |
$160K - $222K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-989Closed |
$161K - $224K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-990Closed |
$161K - $224K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1KClosed |
$163K - $226K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1KClosed |
$163K - $227K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.03KClosed |
$167K - $232K
|
0
$0
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.03KClosed |
$167K - $232K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-1.05KClosed |
$170K - $237K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.05KClosed |
$171K - $237K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.06K- 0.48% |
$172K - $239K
|
218K
$55M
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.06KClosed |
$172K - $239K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.08KClosed |
$176K - $245K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.09K- 5.55% |
$177K - $246K
|
18.5K
$4.67M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.09K- 3.14% |
$177K - $247K
|
33.6K
$8.48M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.1K- 24.82% |
$178K - $248K
|
3.32K
$837K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.1KClosed |
$179K - $250K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.11KClosed |
$180K - $251K
|
0
$0
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.12K- 7.89% |
$182K - $254K
|
13.1K
$3.3M
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.14K- 31.77% |
$186K - $259K
|
2.46K
$620K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.17K- 19.18% |
$190K - $265K
|
4.92K
$1.24M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.19KClosed |
$194K - $269K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.2KClosed |
$195K - $272K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.21K- 37.71% |
$197K - $274K
|
2K
$504K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.22K- 35.67% |
$198K - $275K
|
2.19K
$553K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.24K- 16.33% |
$201K - $280K
|
6.33K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.24K- 20.55% |
$202K - $281K
|
4.8K
$1.21M
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.27K- 48.07% |
$207K - $287K
|
1.37K
$346K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.28KClosed |
$208K - $290K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.32K- 9.45% |
$214K - $298K
|
12.6K
$3.18M
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.33K- 20.56% |
$216K - $300K
|
5.12K
$1.29M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.34K- 28.49% |
$218K - $303K
|
3.36K
$848K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 35.83% |
$218K - $303K
|
2.4K
$605K
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
SELL
|
- |
-1.37KClosed |
$223K - $311K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-1.41K- 27.41% |
$230K - $320K
|
3.74K
$944K
|