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 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.42K- 16.21% |
$230K - $320K
|
7.32K
$1.78M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.42K- 24.97% |
$231K - $321K
|
4.26K
$1.03M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 1.9% |
$234K - $326K
|
74.1K
$18M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 33.91% |
$238K - $331K
|
2.85K
$692K
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.48K- 16.4% |
$241K - $336K
|
7.56K
$1.84M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 0.87% |
$242K - $337K
|
170K
$41.4M
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.5KClosed |
$244K - $339K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.64K- 27.93% |
$268K - $372K
|
4.24K
$1.03M
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.89KClosed |
$307K - $427K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.93K- 61.75% |
$313K - $436K
|
1.19K
$290K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.95K- 49.34% |
$317K - $440K
|
2K
$485K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.97KClosed |
$320K - $446K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2KClosed |
$325K - $453K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.04K- 12.58% |
$332K - $462K
|
14.2K
$3.45M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.09K- 4.44% |
$339K - $472K
|
44.8K
$10.9M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-2.11K- 18.23% |
$343K - $477K
|
9.44K
$2.3M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.19K- 97.99% |
$356K - $496K
|
45
$10.9K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.19K- 8.14% |
$357K - $496K
|
24.7K
$6.01M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.29KClosed |
$372K - $518K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.4KClosed |
$390K - $542K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.43K- 6.25% |
$395K - $550K
|
36.4K
$8.85M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.51K- 10.36% |
$408K - $568K
|
21.7K
$5.28M
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.58KClosed |
$419K - $583K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.6KClosed |
$422K - $588K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.65K- 17.39% |
$430K - $599K
|
12.6K
$3.05M
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.66K- 10.57% |
$432K - $601K
|
22.5K
$5.46M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.66K- 48.5% |
$433K - $602K
|
2.82K
$686K
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-2.72K- 19.72% |
$442K - $616K
|
11.1K
$2.69M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.76KClosed |
$448K - $624K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.76K- 38.64% |
$449K - $625K
|
4.38K
$1.06M
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.8KClosed |
$456K - $634K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.8K- 3.38% |
$456K - $635K
|
80.1K
$19.5M
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-3K- 66.99% |
$489K - $680K
|
1.48K
$360K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.17KClosed |
$515K - $717K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.32KClosed |
$540K - $751K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.32K- 57.04% |
$540K - $752K
|
2.5K
$608K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.33K- 41.47% |
$543K - $755K
|
4.71K
$1.14M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.48K- 38.66% |
$567K - $789K
|
5.53K
$1.34M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.49K- 7.7% |
$568K - $790K
|
41.8K
$10.2M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.57K- 11.83% |
$581K - $808K
|
26.6K
$6.47M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.85K- 2.54% |
$627K - $872K
|
148K
$35.9M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.09K- 64.05% |
$665K - $925K
|
2.29K
$557K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.21K- 71.65% |
$685K - $953K
|
1.67K
$405K
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-4.31K- 6.42% |
$702K - $977K
|
62.9K
$15.3M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-4.46K- 17.88% |
$725K - $1.01M
|
20.5K
$4.98M
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-4.58KClosed |
$744K - $1.04M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.77K- 82.88% |
$776K - $1.08M
|
985
$239K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.82K- 44.18% |
$785K - $1.09M
|
6.1K
$1.48M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.12KClosed |
$834K - $1.16M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.2KClosed |
$846K - $1.18M
|
0
$0
|