Purchases and Sales Made in Q3 2021 in First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

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 14, 2021 Q3 2021
Davenport & CO LLC

BUY
 -
977
New
$230K - $246K
977 $233K
Nov 05, 2021 Q3 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
968
+ 25.66%
$228K - $244K
4.74K $1.13M
Nov 04, 2021 Q3 2021
Regions Financial Corp

BUY
 -
888
New
$209K - $224K
888 $212K
Nov 09, 2021 Q3 2021
Camden National Bank

Camden, ME
BUY
 -
887
New
$209K - $224K
887 $211K
Nov 12, 2021 Q3 2021
Smith, Moore & Co.

Clayton, MO
BUY
 -
867
New
$204K - $219K
867 $207K
Nov 10, 2021 Q3 2021
Us Bancorp \De\

BUY
 -
863
+ 2.72%
$203K - $218K
32.5K $7.76M
Oct 22, 2021 Q3 2021
Patten & Patten Inc

BUY
 -
850
New
$200K - $214K
850 $203K
Nov 12, 2021 Q3 2021
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
850
New
$200K - $214K
850 $203K
Nov 03, 2021 Q3 2021
Meitav Dash Investments LTD

BUY
 -
842
+ 3.55%
$198K - $212K
24.6K $5.86M
Nov 10, 2021 Q3 2021
Institutional & Family Asset Management, LLC

BUY
 -
763
+ 476.88%
$179K - $192K
923 $220K
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

BUY
 -
756
+ 9.36%
$178K - $191K
8.83K $2.11M
Nov 15, 2021 Q3 2021
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
713
+ 6.97%
$168K - $180K
10.9K $2.61M
Nov 15, 2021 Q3 2021
First Heartland Consultants, Inc.

BUY
 -
698
+ 7.1%
$164K - $176K
10.5K $2.51M
Oct 28, 2021 Q3 2021
Mcdonald Partners LLC

BUY
 -
667
+ 23.64%
$157K - $168K
3.49K $832K
Nov 12, 2021 Q3 2021
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
666
New
$157K - $168K
666 $159K
Nov 16, 2021 Q3 2021
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
652
+ 1.32%
$153K - $164K
50K $11.9M
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
652
+ 16.21%
$153K - $164K
4.67K $1.11M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
650
+ 5.64%
$153K - $164K
12.2K $2.9M
Oct 15, 2021 Q3 2021
Juncture Wealth Strategies, LLC

BUY
 -
608
+ 15.8%
$143K - $153K
4.46K $1.06M
Nov 16, 2021 Q3 2021
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
600
New
$141K - $151K
600 $143K
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
558
+ 7.21%
$131K - $141K
8.3K $1.98M
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
553
+ 2.31%
$130K - $139K
24.5K $5.84M
Nov 09, 2021 Q3 2021
Morgan Jess S & CO Inc

BUY
 -
535
+ 2.76%
$126K - $135K
19.9K $4.75M
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

BUY
 -
451
+ 53.88%
$106K - $114K
1.29K $307K
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
451
+ 13.07%
$106K - $114K
3.9K $930K
Oct 19, 2021 Q3 2021
Pinnacle Associates LTD

BUY
 -
449
+ 1.14%
$106K - $113K
39.7K $9.46M
Nov 01, 2021 Q3 2021
Schnieders Capital Management LLC

BUY
 -
440
+ 20.75%
$103K - $111K
2.56K $610K
Oct 18, 2021 Q3 2021
Raymond James Trust N.A.

BUY
 -
431
+ 17.49%
$101K - $109K
2.9K $690K
Oct 26, 2021 Q3 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
416
+ 13.25%
$97.8K - $105K
3.56K $848K
Oct 08, 2021 Q3 2021
Summit Financial Group, Inc.

BUY
 -
370
+ 6.4%
$87K - $93.3K
6.16K $1.47M
Jul 09, 2024 Q3 2021
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
367
+ 15.05%
$86.3K - $92.6K
2.81K $669K
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
360
+ 2.88%
$84.7K - $90.8K
12.9K $3.07M
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
352
+ 14.75%
$82.8K - $88.8K
2.74K $653K
Oct 29, 2021 Q3 2021
Harvest Investment Services, LLC

BUY
 -
350
+ 23.46%
$82.3K - $88.3K
1.84K $439K
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
346
New
$81.4K - $87.3K
346 $82.5K
Nov 12, 2021 Q3 2021
Four Thought Financial, LLC

Venice, FL
BUY
 -
330
New
$77.6K - $83.2K
330 $78.7K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

BUY
 -
322
+ 36.51%
$75.7K - $81.2K
1.2K $287K
Oct 19, 2021 Q3 2021
Segment Wealth Management, LLC

BUY
 -
320
+ 11.64%
$75.3K - $80.7K
3.07K $732K
Nov 04, 2021 Q3 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
295
+ 11.6%
$69.4K - $74.4K
2.84K $677K
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
291
New
$68.4K - $73.4K
291 $69.4K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
281
+ 90.65%
$66.1K - $70.9K
591 $141K
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

BUY
 -
276
+ 1.47%
$64.9K - $69.6K
19.1K $4.56M
Nov 16, 2021 Q3 2021
Triumph Capital Management

BUY
 -
275
+ 5.92%
$64.7K - $69.4K
4.92K $1.17M
Oct 20, 2021 Q3 2021
Smith Anglin Financial, LLC

BUY
 -
269
+ 4.6%
$63.3K - $67.9K
6.12K $1.46M
Oct 27, 2021 Q3 2021
Stephens Inc

BUY
 -
243
+ 0.56%
$57.1K - $61.3K
43.3K $10.3M
Nov 12, 2021 Q3 2021
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
215
+ 2.12%
$50.6K - $54.2K
10.4K $2.47M
Dec 14, 2021 Q3 2021
Strategy Asset Managers LLC

BUY
 -
201
+ 8.6%
$47.3K - $50.7K
2.54K $605K
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
194
New
$45.6K - $48.9K
194 $46.3K
Nov 01, 2021 Q3 2021
Searcy Financial Services Inc

BUY
 -
191
+ 0.74%
$44.9K - $48.2K
26K $6.2M

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