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 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.6% |
$6.11K - $6.56K
|
4.33K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.95% |
$5.88K - $6.31K
|
2.65K
$707K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 3.65% |
$3.53K - $3.78K
|
426
$114K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
13+ 0.45% |
$3.06K - $3.28K
|
2.88K
$768K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
12+ 1.15% |
$2.82K - $3.03K
|
1.06K
$282K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 2.15% |
$2.35K - $2.52K
|
476
$127K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
10+ 4.31% |
$2.35K - $2.52K
|
242
$64.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
7+ 0.53% |
$1.65K - $1.77K
|
1.34K
$357K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$1.18K - $1.26K
|
1.78K
$476K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4+ 0.23% |
$941 - $1.01K
|
1.77K
$471K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$706 - $757
|
19.6K
$5.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
3New |
$706 - $757
|
3
$801
|
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2+ 0.13% |
$470 - $505
|
1.59K
$424K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.3% |
$235 - $252
|
335
$89.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-2- 0.02% |
$470 - $505
|
11.2K
$3M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2- 0.05% |
$470 - $505
|
4.13K
$1.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 0.27% |
$941 - $1.01K
|
1.47K
$393K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4- 0.12% |
$941 - $1.01K
|
3.44K
$919K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5- 0.14% |
$1.18K - $1.26K
|
3.62K
$965K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6- 0.19% |
$1.41K - $1.51K
|
3.2K
$854K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6- 0.49% |
$1.41K - $1.51K
|
1.21K
$323K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 6.62% |
$2.12K - $2.27K
|
127
$33.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-9- 0.35% |
$2.12K - $2.27K
|
2.58K
$688K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10- 0.11% |
$2.35K - $2.52K
|
8.74K
$2.33M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10- 1.23% |
$2.35K - $2.52K
|
801
$214K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11- 0.47% |
$2.59K - $2.77K
|
2.33K
$623K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-13- 0.94% |
$3.06K - $3.28K
|
1.37K
$365K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-14- 0.32% |
$3.29K - $3.53K
|
4.37K
$1.17M
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-15- 0.55% |
$3.53K - $3.78K
|
2.69K
$719K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-15- 1.0% |
$3.53K - $3.78K
|
1.48K
$396K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 0.19% |
$3.53K - $3.78K
|
7.78K
$2.07M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16- 1.24% |
$3.76K - $4.04K
|
1.28K
$341K
|
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-19- 0.26% |
$4.47K - $4.79K
|
7.33K
$1.96M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-19- 6.81% |
$4.47K - $4.79K
|
260
$69.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-20- 0.48% |
$4.7K - $5.05K
|
4.18K
$1.12M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-20- 5.54% |
$4.7K - $5.05K
|
341
$91K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-20- 5.54% |
$4.7K - $5.05K
|
341
$91K
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-20- 2.07% |
$4.7K - $5.05K
|
947
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
SELL
|
- |
-20- 1.57% |
$4.7K - $5.05K
|
1.26K
$335K
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-21- 1.83% |
$4.94K - $5.3K
|
1.12K
$300K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-21- 0.44% |
$4.94K - $5.3K
|
4.74K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-24- 1.16% |
$5.64K - $6.05K
|
2.05K
$547K
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-27- 2.4% |
$6.35K - $6.81K
|
1.1K
$294K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-29- 1.1% |
$6.82K - $7.32K
|
2.62K
$699K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-31- 2.39% |
$7.29K - $7.82K
|
1.26K
$337K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-32- 1.01% |
$7.53K - $8.07K
|
3.13K
$834K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-34- 2.83% |
$8K - $8.58K
|
1.17K
$312K
|