Purchases and Sales Made in Q3 2021 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.9MNew |
$447M - $479M
|
1.9M
$453M
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
BUY
|
- |
657K+ 371.3% |
$155M - $166M
|
834K
$199M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
84K+ 605.42% |
$19.8M - $21.2M
|
97.9K
$23.3M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
69.7K+ 7.43% |
$16.4M - $17.6M
|
1.01M
$241M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.7KNew |
$12.9M - $13.8M
|
54.7K
$13M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.6KNew |
$11M - $11.7M
|
46.6K
$11.1M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
45.3K+ 105.21% |
$10.7M - $11.4M
|
88.4K
$21.1M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
45KNew |
$10.6M - $11.4M
|
45K
$10.7M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.6K+ 3.22% |
$10M - $10.7M
|
1.36M
$325M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
42K+ 11.06% |
$9.88M - $10.6M
|
422K
$101M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
37.2KNew |
$8.75M - $9.39M
|
37.2K
$8.87M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.2K+ 10.51% |
$6.39M - $6.86M
|
286K
$68.1M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26.1KNew |
$6.14M - $6.58M
|
26.1K
$6.22M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.3K+ 4.09% |
$5.47M - $5.87M
|
593K
$141M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.6K+ 24.79% |
$5.32M - $5.71M
|
114K
$27.2M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.9K+ 147.55% |
$4.93M - $5.28M
|
35.1K
$8.38M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.9K+ 530.13% |
$4.44M - $4.77M
|
22.5K
$5.35M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.1K+ 21.69% |
$4.26M - $4.57M
|
102K
$24.3M
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
17.2KNew |
$4.04M - $4.33M
|
17.2K
$4.09M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
16.8KNew |
$3.95M - $4.24M
|
16.8K
$4.01M
|
|
Nov 12, 2021
Q3 2021
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
15.4KNew |
$3.62M - $3.88M
|
15.4K
$3.67M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.1K+ 72.89% |
$3.55M - $3.81M
|
35.8K
$8.54M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
14.4K+ 22.33% |
$3.39M - $3.64M
|
79K
$18.8M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.8KNew |
$2.77M - $2.97M
|
11.8K
$2.8M
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11.2K+ 17.85% |
$2.63M - $2.82M
|
73.8K
$17.6M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11KNew |
$2.59M - $2.78M
|
11K
$2.63M
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
10.1KNew |
$2.39M - $2.56M
|
10.1K
$2.42M
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
9.38KNew |
$2.2M - $2.36M
|
9.38K
$2.24M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.25K+ 23.01% |
$2.17M - $2.33M
|
49.4K
$11.8M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.92K+ 2.33% |
$2.1M - $2.25M
|
391K
$93.2M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.79K+ 311.7% |
$2.07M - $2.22M
|
11.6K
$2.77M
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
8.35KNew |
$1.96M - $2.11M
|
8.35K
$1.99M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.28KNew |
$1.95M - $2.09M
|
8.28K
$1.97M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.09K+ 1350.75% |
$1.9M - $2.04M
|
8.69K
$2.07M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.03K+ 108.07% |
$1.89M - $2.03M
|
15.5K
$3.69M
|
|
Nov 17, 2021
Q3 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
8.01KNew |
$1.88M - $2.02M
|
8.01K
$1.91M
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
7.93KNew |
$1.87M - $2M
|
7.93K
$1.89M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
7.61KNew |
$1.79M - $1.92M
|
7.61K
$1.81M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.08K+ 9.78% |
$1.66M - $1.78M
|
79.4K
$18.9M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.71K+ 43.97% |
$1.58M - $1.69M
|
22K
$5.24M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.55KNew |
$1.54M - $1.65M
|
6.55K
$1.56M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.47K+ 323.87% |
$1.52M - $1.63M
|
8.47K
$2.02M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.31K+ 152.58% |
$1.48M - $1.59M
|
10.4K
$2.49M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.68K+ 169.6% |
$1.34M - $1.43M
|
9.03K
$2.15M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.64K+ 45.16% |
$1.33M - $1.42M
|
18.1K
$4.32M
|
|
Nov 15, 2021
Q3 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5KNew |
$1.18M - $1.26M
|
5K
$1.19M
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4.87KNew |
$1.14M - $1.23M
|
4.87K
$1.16M
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.62K+ 12.41% |
$1.09M - $1.16M
|
41.8K
$9.97M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.16KNew |
$977K - $1.05M
|
4.16K
$991K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.07K+ 48.28% |
$956K - $1.03M
|
12.5K
$2.98M
|