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 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.6K- 27.33% |
$1.29M - $2.06M
|
28.1K
$6.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.7K- 57.52% |
$1.3M - $2.09M
|
7.88K
$1.76M
|
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-11.2KClosed |
$1.36M - $2.18M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.5K- 56.21% |
$1.53M - $2.45M
|
9.75K
$2.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-12.6KClosed |
$1.54M - $2.47M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-12.7K- 56.2% |
$1.55M - $2.48M
|
9.87K
$2.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.3KClosed |
$1.62M - $2.59M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-14.3K- 69.89% |
$1.75M - $2.8M
|
6.17K
$1.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.8K- 36.62% |
$1.81M - $2.9M
|
25.7K
$5.73M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-15.8K- 49.22% |
$1.93M - $3.09M
|
16.3K
$3.64M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-18.8K- 72.78% |
$2.3M - $3.68M
|
7.03K
$1.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20.8K- 53.34% |
$2.55M - $4.07M
|
18.2K
$4.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.4K- 8.34% |
$3.1M - $4.97M
|
279K
$62.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-26.7KClosed |
$3.26M - $5.21M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-29.1KClosed |
$3.56M - $5.69M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.3K- 3.17% |
$3.58M - $5.72M
|
895K
$200M
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-32.9K- 30.43% |
$4.03M - $6.44M
|
75.3K
$16.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-33.9K- 91.62% |
$4.15M - $6.63M
|
3.1K
$693K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.9K- 24.35% |
$4.39M - $7.02M
|
112K
$24.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-44.7K- 57.23% |
$5.46M - $8.74M
|
33.4K
$7.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-45.6K- 51.54% |
$5.57M - $8.92M
|
42.9K
$9.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.1K- 8.49% |
$5.75M - $9.2M
|
507K
$113M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-51.5KClosed |
$6.3M - $10.1M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-56.5K- 75.3% |
$6.9M - $11M
|
18.5K
$4.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-56.9K- 17.94% |
$6.95M - $11.1M
|
260K
$58.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-60.2K- 10.6% |
$7.36M - $11.8M
|
507K
$113M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-65.9K- 14.77% |
$8.05M - $12.9M
|
380K
$85M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-72.2K- 80.33% |
$8.83M - $14.1M
|
17.7K
$3.95M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-82.5K- 75.92% |
$10.1M - $16.1M
|
26.2K
$5.84M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-90.7K- 86.66% |
$11.1M - $17.7M
|
14K
$3.12M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-96.1K- 77.38% |
$11.7M - $18.8M
|
28.1K
$6.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-107K- 84.01% |
$13M - $20.9M
|
20.3K
$4.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-151K- 13.42% |
$18.5M - $29.6M
|
977K
$218M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200K- 11.06% |
$24.4M - $39M
|
1.61M
$359M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200K- 11.06% |
$24.4M - $39M
|
1.61M
$359M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.56M- 77.61% |
$558M - $892M
|
1.32M
$294M
|