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 12, 2021 Q3 2021
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-270
- 4.87%
$63.5K - $68.1K
5.28K $1.26M
Oct 14, 2021 Q3 2021
Wespac Advisors So Cal, LLC

SELL
 -
-277
- 2.01%
$65.1K - $69.9K
13.5K $3.22M
Nov 12, 2021 Q3 2021
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-280
- 2.48%
$65.9K - $70.6K
11K $2.63M
Nov 14, 2024 Q3 2021
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-285
- 0.94%
$67K - $71.9K
30K $7.16M
Nov 05, 2021 Q3 2021
Pfg Advisors

SELL
 -
-312
- 6.78%
$73.4K - $78.7K
4.29K $1.02M
Nov 04, 2021 Q3 2021
Private Portfolio Partners LLC

SELL
 -
-329
- 10.27%
$77.4K - $83K
2.88K $686K
Mar 14, 2023 Q3 2021
Private Portfolio Partners LLC

SELL
 -
-329
- 10.27%
$77.4K - $83K
2.88K $686K
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-331
- 2.23%
$77.8K - $83.5K
14.5K $3.46M
Oct 27, 2021 Q3 2021
Grant

SELL
 -
-334
- 0.92%
$78.6K - $84.3K
35.8K $8.54M
Nov 15, 2021 Q3 2021
Claraphi Advisory Network, LLC

SELL
 -
-336
- 10.66%
$79K - $84.8K
2.82K $672K
Nov 04, 2021 Q3 2021
Transcend Capital Advisors, LLC

SELL
 -
-363
- 10.49%
$85.4K - $91.6K
3.1K $738K
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

SELL
 -
-373
Closed
$87.7K - $94.1K
0 $0
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

SELL
 -
-392
- 2.36%
$92.2K - $98.9K
16.2K $3.87M
Aug 13, 2024 Q3 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-401
- 72.25%
$94.3K - $101K
154 $36.7K
Nov 12, 2021 Q3 2021
Wintrust Investments LLC

Chicago, IL
SELL
 -
-413
- 10.61%
$97.1K - $104K
3.48K $830K
Nov 12, 2021 Q3 2021
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-420
- 32.06%
$98.8K - $106K
890 $212K
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-470
- 7.43%
$111K - $119K
5.86K $1.4M
Nov 15, 2021 Q3 2021
Triumph Capital Management

SELL
 -
-477
- 9.31%
$112K - $120K
4.65K $1.11M
Oct 29, 2021 Q3 2021
Tru Wealth Advisors, LLC

SELL
 -
-497
- 0.44%
$117K - $125K
114K $27.1M
Oct 21, 2021 Q3 2021
1776 Wealth LLC

SELL
 -
-498
- 7.01%
$117K - $126K
6.61K $1.57M
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-500
Closed
$118K - $126K
0 $0
Nov 12, 2021 Q3 2021
Delos Wealth Advisors, LLC

Dallas, TX
SELL
 -
-509
- 90.09%
$120K - $128K
56 $13.4K
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-518
- 1.31%
$122K - $131K
38.9K $9.28M
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-543
- 3.22%
$128K - $137K
16.3K $3.9M
Oct 20, 2021 Q3 2021
Signature Wealth Management Partners, LLC

SELL
 -
-544
- 7.51%
$128K - $137K
6.7K $1.6M
Nov 12, 2021 Q3 2021
Financial Insights, Inc.

SELL
 -
-584
Closed
$137K - $147K
0 $0
Nov 12, 2021 Q3 2021
Pallas Capital Advisors LLC

Braintree, MA
SELL
 -
-603
- 29.84%
$142K - $152K
1.42K $338K
Nov 12, 2021 Q3 2021
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-609
- 2.06%
$143K - $154K
29K $6.92M
Nov 24, 2021 Q3 2021
Mcdonald Partners LLC

SELL
 -
-725
- 20.79%
$171K - $183K
2.76K $659K
Oct 07, 2021 Q3 2021
Somerset Trust CO

SELL
 -
-761
- 2.41%
$179K - $192K
30.8K $7.34M
Oct 29, 2021 Q3 2021
Wealth Management Partners, LLC

SELL
 -
-788
- 3.2%
$185K - $199K
23.8K $5.68M
Nov 03, 2021 Q3 2021
Lex Aurum Advisors, LLC

SELL
 -
-819
Closed
$193K - $207K
0 $0
Nov 12, 2021 Q3 2021
Intercontinental Wealth Advisors, LLC

SELL
 -
-825
Closed
$194K - $208K
0 $0
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-834
Closed
$196K - $210K
0 $0
Nov 12, 2021 Q3 2021
Castle Rock Wealth Management, LLC

SELL
 -
-837
- 9.3%
$197K - $211K
8.17K $1.95M
Nov 15, 2021 Q3 2021
Mirabella Financial Services LLP

London, X0
SELL
 -
-842
Closed
$198K - $212K
0 $0
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-862
Closed
$203K - $217K
0 $0
Nov 12, 2021 Q3 2021
Pacific Sun Financial Corp

SELL
 -
-913
- 2.43%
$215K - $230K
36.7K $8.76M
Nov 12, 2021 Q3 2021
Crabel Capital Management, LLC

Milwaukee, WI
SELL
 -
-964
Closed
$227K - $243K
0 $0
Oct 20, 2021 Q3 2021
Toth Financial Advisory Corp

SELL
 -
-1K
- 3.75%
$235K - $253K
25.7K $6.12M
Oct 26, 2021 Q3 2021
Cutler Group LP

SELL
 -
-1.1K
- 68.77%
$259K - $278K
500 $119K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
-1.11K
- 7.27%
$261K - $279K
14.1K $3.37M
Nov 12, 2021 Q3 2021
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-1.12K
Closed
$263K - $282K
0 $0
Oct 04, 2021 Q3 2021
Thomasville National Bank

SELL
 -
-1.19K
Closed
$280K - $300K
0 $0
Nov 15, 2021 Q3 2021
Appleton Group, LLC

SELL
 -
-1.22K
Closed
$286K - $307K
0 $0
Nov 04, 2021 Q3 2021
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-1.26K
Closed
$297K - $318K
0 $0
Nov 10, 2021 Q3 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-1.28K
- 14.34%
$302K - $323K
7.66K $1.83M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.32K
- 7.36%
$311K - $333K
16.6K $3.96M
Nov 08, 2021 Q3 2021
Summit Financial, LLC

Parsippany, NJ
SELL
 -
-1.39K
Closed
$326K - $350K
0 $0

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