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 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
183+ 1.39% |
$22.4K - $35.8K
|
13.3K
$3.25M
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
182+ 9.75% |
$22.2K - $35.6K
|
2.05K
$499K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
171+ 9.1% |
$20.9K - $33.4K
|
2.05K
$500K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
159+ 4.79% |
$19.4K - $31.1K
|
3.48K
$847K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
153+ 5.03% |
$18.7K - $29.9K
|
3.19K
$778K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
149+ 5.28% |
$18.2K - $29.1K
|
2.97K
$724K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
146+ 6.29% |
$17.8K - $28.5K
|
2.47K
$601K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
128+ 7.96% |
$15.6K - $25K
|
1.74K
$423K
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
122+ 1.45% |
$14.9K - $23.9K
|
8.53K
$2.08M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
120New |
$14.7K - $23.5K
|
120
$29.2K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
119+ 3.57% |
$14.5K - $23.3K
|
3.45K
$841K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
105+ 45.06% |
$12.8K - $20.5K
|
338
$82.4K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
99+ 4.58% |
$12.1K - $19.4K
|
2.26K
$551K
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
72+ 4.2% |
$8.8K - $14.1K
|
1.79K
$435K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
64+ 640.0% |
$7.82K - $12.5K
|
74
$18K
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
50+ 2.52% |
$6.11K - $9.78K
|
2.04K
$497K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
50+ 1.92% |
$6.11K - $9.78K
|
2.65K
$645K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
40New |
$4.89K - $7.82K
|
40
$9.75K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
39+ 3.84% |
$4.77K - $7.62K
|
1.05K
$257K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
32+ 12.31% |
$3.91K - $6.26K
|
292
$71.1K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
31+ 1.67% |
$3.79K - $6.06K
|
1.88K
$459K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
27+ 40.3% |
$3.3K - $5.28K
|
94
$22.9K
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
BUY
|
- |
25+ 1.23% |
$3.06K - $4.89K
|
2.05K
$500K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
24+ 2400.0% |
$2.93K - $4.69K
|
25
$6.09K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 0.24% |
$2.57K - $4.11K
|
8.95K
$2.18M
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
15+ 0.46% |
$1.83K - $2.93K
|
3.28K
$800K
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
15New |
$1.83K - $2.93K
|
15
$3.65K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12New |
$1.47K - $2.35K
|
12
$2.92K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10+ 47.62% |
$1.22K - $1.96K
|
31
$7.55K
|
|
Aug 10, 2022
Q2 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
8+ 0.06% |
$978 - $1.56K
|
14K
$3.42M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.25% |
$978 - $1.56K
|
3.22K
$785K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8+ 0.41% |
$978 - $1.56K
|
1.98K
$482K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 12.5% |
$122 - $196
|
9
$2.19K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 0.52% |
$367 - $587
|
578
$141K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4Closed |
$489 - $782
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-5Closed |
$611 - $978
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-5Closed |
$611 - $978
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 16.67% |
$978 - $1.56K
|
40
$9.75K
|
|
Jul 13, 2022
Q2 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-8- 0.11% |
$978 - $1.56K
|
7.07K
$1.72M
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-10- 0.27% |
$1.22K - $1.96K
|
3.76K
$916K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15- 5.0% |
$1.83K - $2.93K
|
285
$69.4K
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-15- 0.07% |
$1.83K - $2.93K
|
20.3K
$4.94M
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-16Closed |
$1.96K - $3.13K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-17- 6.49% |
$2.08K - $3.32K
|
245
$59.7K
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-20- 20.83% |
$2.44K - $3.91K
|
76
$18.5K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-20- 1.67% |
$2.44K - $3.91K
|
1.18K
$287K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-23- 32.86% |
$2.81K - $4.5K
|
47
$11.5K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23- 2.17% |
$2.81K - $4.5K
|
1.04K
$252K
|