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 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.23K- 11.8% |
$851K - $1.18M
|
39.1K
$9.85M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.33K- 36.89% |
$867K - $1.21M
|
9.12K
$2.3M
|
|
|
May 13, 2022
Q1 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-5.56KClosed |
$905K - $1.26M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-5.57K- 69.62% |
$907K - $1.26M
|
2.43K
$613K
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-6.11KClosed |
$994K - $1.38M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.16K- 27.91% |
$1M - $1.4M
|
15.9K
$4.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-6.31K- 44.37% |
$1.03M - $1.43M
|
7.92K
$2M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.62KClosed |
$1.08M - $1.5M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.67K- 10.67% |
$1.09M - $1.51M
|
55.8K
$14.1M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7K- 17.08% |
$1.14M - $1.59M
|
34K
$8.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-7.03K- 48.49% |
$1.14M - $1.59M
|
7.47K
$1.88M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.79K- 54.04% |
$1.27M - $1.76M
|
6.62K
$1.67M
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-8.35K- 56.97% |
$1.36M - $1.89M
|
6.3K
$1.59M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.47K- 42.29% |
$1.38M - $1.92M
|
11.6K
$2.91M
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-8.94KClosed |
$1.46M - $2.03M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.4K- 9.83% |
$1.53M - $2.13M
|
86.3K
$21.8M
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-9.6K- 38.81% |
$1.56M - $2.17M
|
15.1K
$3.82M
|
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-10.2KClosed |
$1.67M - $2.32M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-10.8KClosed |
$1.75M - $2.44M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.3K- 8.74% |
$1.83M - $2.55M
|
118K
$29.6M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-11.3KClosed |
$1.84M - $2.56M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
SELL
|
- |
-11.7K- 30.53% |
$1.91M - $2.65M
|
26.7K
$6.72M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11.8KClosed |
$1.91M - $2.66M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-12.2K- 81.66% |
$1.98M - $2.75M
|
2.73K
$688K
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-12.7K- 10.47% |
$2.06M - $2.87M
|
108K
$27.3M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-12.9K- 14.16% |
$2.1M - $2.92M
|
78.1K
$19.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-14K- 11.77% |
$2.27M - $3.16M
|
105K
$26.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-14.5K- 57.19% |
$2.36M - $3.28M
|
10.8K
$2.73M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.7K- 99.93% |
$2.4M - $3.34M
|
11
$2.77K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-16K- 37.99% |
$2.6M - $3.62M
|
26.1K
$6.59M
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17.2KClosed |
$2.79M - $3.89M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.3K- 6.48% |
$2.99M - $4.16M
|
265K
$66.8M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-18.5K- 93.71% |
$3.01M - $4.19M
|
1.24K
$313K
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-18.9KClosed |
$3.08M - $4.29M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-19.3K- 59.43% |
$3.14M - $4.37M
|
13.2K
$3.32M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.2K- 66.57% |
$3.44M - $4.79M
|
10.6K
$2.68M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.8K- 3.78% |
$3.54M - $4.93M
|
554K
$140M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-22.2KClosed |
$3.62M - $5.03M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-22.6KClosed |
$3.68M - $5.12M
|
0
$0
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-24K- 74.02% |
$3.9M - $5.43M
|
8.42K
$2.12M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-25.6K- 25.43% |
$4.16M - $5.79M
|
75K
$18.9M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.4K- 11.59% |
$4.3M - $5.99M
|
202K
$50.9M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-27.1KClosed |
$4.41M - $6.14M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.2K- 57.16% |
$4.43M - $6.16M
|
20.4K
$5.14M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.8K- 54.3% |
$4.53M - $6.31M
|
23.4K
$5.91M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.3K- 56.35% |
$4.61M - $6.41M
|
21.9K
$5.53M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28.7K- 61.84% |
$4.68M - $6.51M
|
17.7K
$4.47M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28.7K- 61.84% |
$4.68M - $6.51M
|
17.7K
$4.47M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.9K- 15.53% |
$5.19M - $7.22M
|
173K
$43.7M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-32K- 15.19% |
$5.2M - $7.24M
|
179K
$45M
|