Purchases and Sales Made in Q3 2022 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q3 2022. 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, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.2KNew |
$275K - $343K
|
2.2K
$555K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.09K+ 6.33% |
$261K - $325K
|
35K
$8.83M
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2K+ 1.67% |
$250K - $312K
|
122K
$30.7M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.94KNew |
$242K - $302K
|
1.94K
$488K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.67K+ 39.86% |
$209K - $261K
|
5.86K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.63K+ 9.95% |
$204K - $254K
|
18K
$4.55M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62K+ 46.52% |
$202K - $252K
|
5.1K
$1.29M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.6K+ 80.24% |
$201K - $250K
|
3.6K
$909K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
$199K - $248K
|
1.59K
$401K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.33K+ 2.85% |
$166K - $207K
|
47.9K
$12.1M
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.23K+ 33.41% |
$154K - $192K
|
4.93K
$1.24M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.21K+ 6.83% |
$151K - $188K
|
18.9K
$4.76M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.15K+ 102.04% |
$144K - $179K
|
2.27K
$573K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.13K+ 4.7% |
$142K - $177K
|
25.2K
$6.36M
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.12KNew |
$140K - $174K
|
1.12K
$282K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.05K+ 25.57% |
$132K - $164K
|
5.18K
$1.31M
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 3.45% |
$125K - $156K
|
30K
$7.57M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$125K - $156K
|
1K
$252K
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
920+ 6.9% |
$115K - $143K
|
14.3K
$3.59M
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
833+ 17.7% |
$104K - $130K
|
5.54K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
830+ 65.72% |
$104K - $129K
|
2.09K
$528K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
727+ 8.66% |
$90.9K - $113K
|
9.12K
$2.3M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
727+ 9.54% |
$90.9K - $113K
|
8.35K
$2.11M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
700New |
$87.6K - $109K
|
700
$177K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
698+ 3.83% |
$87.3K - $109K
|
18.9K
$4.77M
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
688+ 3.58% |
$86.1K - $107K
|
19.9K
$5.02M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
649+ 38.15% |
$81.2K - $101K
|
2.35K
$593K
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
604New |
$75.6K - $94.2K
|
604
$152K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
600New |
$75.1K - $93.6K
|
600
$151K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
590+ 6.53% |
$73.8K - $92K
|
9.63K
$2.43M
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
492+ 7.79% |
$61.5K - $76.7K
|
6.81K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
467+ 1.06% |
$58.4K - $72.8K
|
44.5K
$11.2M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
450+ 6.02% |
$56.3K - $70.2K
|
7.93K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
362+ 7.4% |
$45.3K - $56.4K
|
5.25K
$1.32M
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
336+ 19.95% |
$42K - $52.4K
|
2.02K
$509K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
330+ 1064.52% |
$41.3K - $51.5K
|
361
$91K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
320New |
$40K - $49.9K
|
320
$80.7K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
300+ 10.23% |
$37.5K - $46.8K
|
3.23K
$815K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
292+ 9.77% |
$36.5K - $45.5K
|
3.28K
$827K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
287+ 1.71% |
$35.9K - $44.8K
|
17.1K
$4.31M
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
269+ 16.22% |
$33.6K - $41.9K
|
1.93K
$486K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
265+ 1.93% |
$33.1K - $41.3K
|
14K
$3.54M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
264+ 4.86% |
$33K - $41.2K
|
5.7K
$1.44M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$30K - $37.4K
|
240
$60.5K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
227+ 5.7% |
$28.4K - $35.4K
|
4.21K
$1.06M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
216+ 20.87% |
$27K - $33.7K
|
1.25K
$315K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
213+ 2.31% |
$26.6K - $33.2K
|
9.44K
$2.38M
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
205+ 1.9% |
$25.6K - $32K
|
11K
$2.78M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
202New |
$25.3K - $31.5K
|
202
$50.9K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
200+ 111.11% |
$25K - $31.2K
|
380
$95.8K
|