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
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-43
- 3.83%
$10.1K - $10.8K
1.08K $258K
Nov 05, 2021 Q3 2021
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-45
- 0.19%
$10.6K - $11.4K
24.1K $5.75M
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-49
- 0.93%
$11.5K - $12.4K
5.2K $1.24M
Oct 27, 2021 Q3 2021
Baldwin Brothers LLC

SELL
 -
-50
- 12.5%
$11.8K - $12.6K
350 $83.5K
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

SELL
 -
-50
- 39.06%
$11.8K - $12.6K
78 $18.6K
Nov 09, 2021 Q3 2021
Concord Wealth Partners

SELL
 -
-53
- 44.92%
$12.5K - $13.4K
65 $15.5K
Nov 12, 2021 Q3 2021
Keystone Financial Group

SELL
 -
-63
- 3.29%
$14.8K - $15.9K
1.85K $442K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-65
- 8.54%
$15.3K - $16.4K
696 $166K
Nov 10, 2021 Q3 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
SELL
 -
-73
- 14.96%
$17.2K - $18.4K
415 $99K
Nov 09, 2023 Q3 2021
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
SELL
 -
-75
- 0.63%
$17.6K - $18.9K
11.8K $2.8M
Oct 18, 2021 Q3 2021
Gradient Investments LLC

SELL
 -
-78
- 43.82%
$18.3K - $19.7K
100 $23.8K
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-80
- 2.3%
$18.8K - $20.2K
3.39K $809K
Oct 20, 2021 Q3 2021
Crumly & Associates Inc.

SELL
 -
-82
- 0.24%
$19.3K - $20.7K
34.1K $8.13M
Oct 28, 2021 Q3 2021
Signal Point Asset Management, LLC

SELL
 -
-85
- 3.88%
$20K - $21.4K
2.11K $502K
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

SELL
 -
-89
- 0.47%
$20.9K - $22.5K
19K $4.53M
Oct 28, 2021 Q3 2021
Amg National Trust Bank

SELL
 -
-95
- 9.79%
$22.3K - $24K
875 $209K
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-96
- 3.4%
$22.6K - $24.2K
2.73K $650K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

SELL
 -
-100
- 1.1%
$23.5K - $25.2K
8.99K $2.14M
Nov 16, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-101
- 0.68%
$23.8K - $25.5K
14.8K $3.54M
Nov 15, 2021 Q3 2021
O'Dell Group, LLC

Cincinnati, OH
SELL
 -
-105
- 1.48%
$24.7K - $26.5K
7.01K $1.67M
Nov 12, 2021 Q3 2021
Sargent Investment Group, LLC

SELL
 -
-106
- 0.51%
$24.9K - $26.7K
20.8K $4.96M
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-108
Closed
$25.4K - $27.2K
0 $0
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
SELL
 -
-108
- 10.81%
$25.4K - $27.2K
891 $212K
Nov 12, 2021 Q3 2021
Fiduciary Trust CO

Boston, MA
SELL
 -
-110
- 8.36%
$25.9K - $27.7K
1.21K $288K
Oct 22, 2021 Q3 2021
Trust CO Of Vermont

SELL
 -
-120
Closed
$28.2K - $30.3K
0 $0
Nov 01, 2021 Q3 2021
Dhjj Financial Advisors, Ltd.

SELL
 -
-120
- 0.88%
$28.2K - $30.3K
13.6K $3.24M
Nov 16, 2021 Q3 2021
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-125
- 47.53%
$29.4K - $31.5K
138 $32.9K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

SELL
 -
-126
- 2.22%
$29.6K - $31.8K
5.54K $1.32M
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-130
- 39.16%
$30.6K - $32.8K
202 $48.2K
Nov 12, 2021 Q3 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-140
- 0.59%
$32.9K - $35.3K
23.7K $5.66M
Oct 29, 2021 Q3 2021
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-146
- 1.97%
$34.3K - $36.8K
7.26K $1.73M
Nov 10, 2021 Q3 2021
Somerset Group LLC

Wayzata, MN
SELL
 -
-151
- 1.07%
$35.5K - $38.1K
14K $3.34M
Oct 29, 2021 Q3 2021
Rda Financial Network

SELL
 -
-162
- 15.73%
$38.1K - $40.9K
868 $207K
Nov 15, 2021 Q3 2021
Main Street Financial Solutions, LLC

SELL
 -
-165
- 2.5%
$38.8K - $41.6K
6.44K $1.53M
Oct 14, 2021 Q3 2021
Clear Creek Financial Management, LLC

SELL
 -
-168
- 6.62%
$39.5K - $42.4K
2.37K $565K
Oct 15, 2021 Q3 2021
Bartlett & Co. LLC

SELL
 -
-169
- 30.4%
$39.7K - $42.6K
387 $92.3K
Feb 13, 2024 Q3 2021
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-169
- 30.4%
$39.7K - $42.6K
387 $92.3K
Nov 05, 2021 Q3 2021
Sandy Spring Bank

SELL
 -
-172
- 8.23%
$40.5K - $43.4K
1.92K $457K
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-177
- 0.37%
$41.6K - $44.6K
47.8K $11.4M
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-185
- 2.77%
$43.5K - $46.7K
6.49K $1.55M
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

SELL
 -
-198
- 1.71%
$46.6K - $49.9K
11.4K $2.71M
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-208
- 1.89%
$48.9K - $52.5K
10.8K $2.57M
Nov 04, 2021 Q3 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-219
- 1.4%
$51.5K - $55.2K
15.4K $3.67M
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-226
- 1.56%
$53.2K - $57K
14.2K $3.4M
Oct 25, 2021 Q3 2021
Sightline Wealth Advisors, LLC

SELL
 -
-227
- 12.29%
$53.4K - $57.3K
1.62K $386K
Oct 22, 2021 Q3 2021
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-237
- 1.82%
$55.7K - $59.8K
12.8K $3.05M
Nov 15, 2021 Q3 2021
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-248
- 2.23%
$58.3K - $62.6K
10.9K $2.6M
Nov 10, 2021 Q3 2021
Banque Pictet & Cie Sa

SELL
 -
-250
- 3.01%
$58.8K - $63.1K
8.05K $1.92M
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-270
- 1.86%
$63.5K - $68.1K
14.3K $3.4M

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