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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
3.99K+ 13.18% |
$937K - $1.01M
|
34.2K
$8.16M
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.94K+ 22.65% |
$928K - $995K
|
21.4K
$5.09M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.94K+ 1.76% |
$927K - $994K
|
228K
$54.3M
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.84K+ 12.59% |
$902K - $967K
|
34.3K
$8.18M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.66KNew |
$862K - $924K
|
3.66K
$874K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.52K+ 1.68% |
$827K - $887K
|
212K
$50.7M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.45K+ 73.11% |
$811K - $870K
|
8.17K
$1.95M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.4K+ 4.22% |
$799K - $857K
|
84K
$20M
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.2K+ 14.57% |
$753K - $807K
|
25.2K
$6M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.18KNew |
$747K - $801K
|
3.18K
$758K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.03K+ 14.89% |
$713K - $764K
|
23.4K
$5.57M
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.99KNew |
$704K - $755K
|
2.99K
$714K
|
|
Oct 19, 2021
Q3 2021
|
Tamar Securities, LLC
|
BUY
|
- |
2.82K+ 5.86% |
$663K - $712K
|
51K
$12.2M
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.78KNew |
$655K - $702K
|
2.78K
$664K
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.74K+ 16.71% |
$643K - $690K
|
19.1K
$4.55M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.7KNew |
$635K - $681K
|
2.7K
$644K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.57K+ 2.02% |
$605K - $649K
|
130K
$30.9M
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.47KNew |
$580K - $623K
|
2.47K
$588K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.26K+ 17.09% |
$532K - $571K
|
15.5K
$3.7M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.25K+ 263.51% |
$530K - $568K
|
3.11K
$741K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.2KNew |
$518K - $556K
|
2.2K
$525K
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.1KNew |
$494K - $530K
|
2.1K
$501K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 8.88% |
$473K - $508K
|
24.7K
$5.88M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.91K+ 0.69% |
$450K - $482K
|
280K
$66.7M
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.87K+ 93.03% |
$439K - $471K
|
3.88K
$924K
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.85K+ 20.21% |
$434K - $465K
|
11K
$2.62M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.83K+ 65.35% |
$431K - $462K
|
4.64K
$1.11M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.76K+ 3.12% |
$414K - $444K
|
58.1K
$13.9M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.74K+ 10.03% |
$410K - $440K
|
19.1K
$4.56M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.62K+ 35.58% |
$382K - $410K
|
6.19K
$1.48M
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
BUY
|
- |
1.6K+ 4.42% |
$377K - $405K
|
37.9K
$9.03M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.55K+ 17.97% |
$364K - $391K
|
10.2K
$2.42M
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
1.54KNew |
$361K - $388K
|
1.54K
$366K
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.53K+ 24.6% |
$360K - $386K
|
7.75K
$1.85M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.39K+ 29.21% |
$328K - $352K
|
6.17K
$1.47M
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.37KNew |
$322K - $346K
|
1.37K
$327K
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.34KNew |
$316K - $339K
|
1.34K
$320K
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.3KNew |
$307K - $329K
|
1.3K
$311K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1.18K+ 89.71% |
$277K - $297K
|
2.49K
$593K
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
1.16K+ 13.0% |
$272K - $292K
|
10.1K
$2.4M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 2.2% |
$268K - $288K
|
52.9K
$12.6M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 2.2% |
$268K - $288K
|
52.9K
$12.6M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.13K+ 2.32% |
$266K - $285K
|
49.8K
$11.9M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.1K+ 952.17% |
$258K - $276K
|
1.21K
$289K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.08K+ 2.39% |
$253K - $271K
|
46K
$11M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.04K+ 2.36% |
$245K - $263K
|
45.3K
$10.8M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.04KNew |
$244K - $262K
|
1.04K
$247K
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.02K+ 1.0% |
$240K - $257K
|
103K
$24.6M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
999+ 43.36% |
$235K - $252K
|
3.3K
$788K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
995+ 138.97% |
$234K - $251K
|
1.71K
$408K
|