Purchases and Sales Made in Q2 2022 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.96K+ 13.5% |
$362K - $579K
|
24.9K
$6.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.8KNew |
$342K - $547K
|
2.8K
$747K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.79KNew |
$341K - $546K
|
2.79K
$745K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.75K+ 2868.75% |
$337K - $538K
|
2.85K
$761K
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
2.73KNew |
$333K - $533K
|
2.73K
$727K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.67K+ 133.8% |
$327K - $522K
|
4.67K
$1.25M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.41K+ 1.41% |
$294K - $471K
|
173K
$46.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.38K+ 20.91% |
$291K - $465K
|
13.8K
$3.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.3KNew |
$281K - $449K
|
2.3K
$613K
|
|
|
Aug 05, 2022
Q2 2022
|
Tamar Securities, LLC
|
BUY
|
- |
2.28K+ 3.92% |
$278K - $445K
|
60.4K
$16.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.16KNew |
$264K - $423K
|
2.16K
$577K
|
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
2.11KNew |
$257K - $412K
|
2.11K
$562K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.95K+ 10.51% |
$239K - $382K
|
20.5K
$5.48M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.85KNew |
$226K - $362K
|
1.85K
$494K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.68KNew |
$205K - $328K
|
1.68K
$448K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.66K+ 88.37% |
$203K - $325K
|
3.55K
$947K
|
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.66KNew |
$203K - $324K
|
1.66K
$442K
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.51K+ 5.47% |
$184K - $294K
|
29K
$7.74M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.32K+ 0.53% |
$161K - $257K
|
249K
$66.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.21K+ 19.13% |
$147K - $236K
|
7.51K
$2M
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1.03K+ 37.88% |
$126K - $202K
|
3.76K
$1M
|
|
|
Jul 15, 2022
Q2 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 3.57% |
$122K - $196K
|
29K
$7.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
943+ 49.53% |
$115K - $184K
|
2.85K
$760K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
940+ 10.19% |
$115K - $184K
|
10.2K
$2.71M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
889+ 1.94% |
$109K - $174K
|
46.6K
$12.4M
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
870+ 3.31% |
$106K - $170K
|
27.2K
$7.26M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
770+ 23.49% |
$94.1K - $151K
|
4.05K
$1.08M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
749+ 6.94% |
$91.6K - $146K
|
11.5K
$3.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
738+ 5.87% |
$90.2K - $144K
|
13.3K
$3.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
737+ 54.43% |
$90.1K - $144K
|
2.09K
$558K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
695+ 30.3% |
$84.9K - $136K
|
2.99K
$798K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
654+ 15.0% |
$79.9K - $128K
|
5.01K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
623+ 10.94% |
$76.1K - $122K
|
6.32K
$1.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
573+ 4.33% |
$70K - $112K
|
13.8K
$3.68M
|
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
BUY
|
- |
530+ 8.45% |
$64.8K - $104K
|
6.8K
$1.81M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
498New |
$60.9K - $97.4K
|
498
$133K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
450New |
$55K - $88K
|
450
$120K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
438New |
$53.5K - $85.6K
|
438
$117K
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
404+ 34.15% |
$49.4K - $79K
|
1.59K
$424K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
399New |
$48.8K - $78K
|
399
$106K
|
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
369+ 1.06% |
$45.1K - $72.1K
|
35.2K
$9.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
366+ 12.59% |
$44.7K - $71.6K
|
3.27K
$873K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
352+ 6.37% |
$43K - $68.8K
|
5.88K
$1.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
299+ 14.75% |
$36.5K - $58.5K
|
2.33K
$621K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
272+ 7.33% |
$33.2K - $53.2K
|
3.99K
$1.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
257+ 14.62% |
$31.4K - $50.2K
|
2.02K
$538K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
253+ 8.65% |
$30.9K - $49.5K
|
3.18K
$848K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
251+ 251.0% |
$30.7K - $49.1K
|
351
$93.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
204New |
$24.9K - $39.9K
|
204
$54.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
189+ 6.04% |
$23.1K - $37K
|
3.32K
$886K
|