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 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
185+ 0.46% |
$43.5K - $46.7K
|
40.5K
$9.65M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
181+ 105.85% |
$42.6K - $45.7K
|
352
$83.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
178+ 1.9% |
$41.9K - $44.9K
|
9.55K
$2.28M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
165New |
$38.8K - $41.6K
|
165
$39.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
164+ 12.96% |
$38.6K - $41.4K
|
1.43K
$341K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
163New |
$38.3K - $41.1K
|
163
$38.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
159+ 10.45% |
$37.4K - $40.1K
|
1.68K
$401K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
151+ 0.89% |
$35.5K - $38.1K
|
17.1K
$4.07M
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
145+ 12.78% |
$34.1K - $36.6K
|
1.28K
$305K
|
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
141+ 5.89% |
$33.2K - $35.6K
|
2.54K
$605K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
138+ 1.95% |
$32.5K - $34.8K
|
7.23K
$1.72M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
134+ 1.95% |
$31.5K - $33.8K
|
7.02K
$1.67M
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
125+ 1.04% |
$29.4K - $31.5K
|
12.2K
$2.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
122+ 5.95% |
$28.7K - $30.8K
|
2.17K
$518K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
121+ 13.0% |
$28.5K - $30.5K
|
1.05K
$251K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
120+ 7.66% |
$28.2K - $30.3K
|
1.69K
$402K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
116+ 1.9% |
$27.3K - $29.3K
|
6.23K
$1.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
115+ 4.52% |
$27K - $29K
|
2.66K
$635K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
113New |
$26.6K - $28.5K
|
113
$26.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
113+ 4.09% |
$26.6K - $28.5K
|
2.87K
$685K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
111+ 1.88% |
$26.1K - $28K
|
6K
$1.43M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
110+ 6.0% |
$25.9K - $27.7K
|
1.94K
$464K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
109+ 0.76% |
$25.6K - $27.5K
|
14.5K
$3.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
100New |
$23.5K - $25.2K
|
100
$23.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
100+ 52.63% |
$23.5K - $25.2K
|
290
$69.1K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
100New |
$23.5K - $25.2K
|
100
$23.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
96+ 192.0% |
$22.6K - $24.2K
|
146
$34.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
90+ 5.67% |
$21.2K - $22.7K
|
1.68K
$400K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89+ 0.94% |
$20.9K - $22.5K
|
9.6K
$2.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
88+ 2.56% |
$20.7K - $22.2K
|
3.53K
$841K
|
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
72+ 0.37% |
$16.9K - $18.2K
|
19.7K
$4.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
71+ 1.47% |
$16.7K - $17.9K
|
4.89K
$1.17M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
71+ 1.54% |
$16.7K - $17.9K
|
4.69K
$1.12M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
69+ 3.06% |
$16.2K - $17.4K
|
2.32K
$553K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61+ 0.31% |
$14.3K - $15.4K
|
19.8K
$4.72M
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
60+ 3.17% |
$14.1K - $15.1K
|
1.95K
$465K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
60+ 1.11% |
$14.1K - $15.1K
|
5.46K
$1.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
58New |
$13.6K - $14.6K
|
58
$13.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
55+ 4.28% |
$12.9K - $13.9K
|
1.34K
$319K
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
51+ 4.02% |
$12K - $12.9K
|
1.32K
$315K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
50New |
$11.8K - $12.6K
|
50
$11.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Mathes Company, Inc.
|
BUY
|
- |
50+ 1.69% |
$11.8K - $12.6K
|
3K
$715K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
39+ 52.0% |
$9.17K - $9.84K
|
114
$27.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
35+ 0.39% |
$8.23K - $8.83K
|
9.12K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
35+ 1.92% |
$8.23K - $8.83K
|
1.86K
$443K
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
34+ 6.22% |
$8K - $8.58K
|
581
$139K
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
32+ 1.51% |
$7.53K - $8.07K
|
2.15K
$513K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
30+ 0.67% |
$7.06K - $7.57K
|
4.5K
$1.07M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.6% |
$6.11K - $6.56K
|
4.33K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.95% |
$5.88K - $6.31K
|
2.65K
$632K
|