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 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
200+ 1.97% |
$25K - $31.2K
|
10.4K
$2.61M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
195+ 219.1% |
$24.4K - $30.4K
|
284
$71.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
194New |
$24.3K - $30.3K
|
194
$48.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
192New |
$24K - $29.9K
|
192
$48.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
187+ 1.29% |
$23.4K - $29.2K
|
14.7K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
160+ 9.22% |
$20K - $24.9K
|
1.9K
$478K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
144+ 2.78% |
$18K - $22.5K
|
5.32K
$1.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
142+ 0.7% |
$17.8K - $22.1K
|
20.4K
$5.15M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
134+ 47.02% |
$16.8K - $20.9K
|
419
$106K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
125+ 6.2% |
$15.6K - $19.5K
|
2.14K
$540K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
125+ 2500.0% |
$15.6K - $19.5K
|
130
$32.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
122+ 24.5% |
$15.3K - $19K
|
620
$156K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
100New |
$12.5K - $15.6K
|
100
$25.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
98New |
$12.3K - $15.3K
|
98
$24.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
96New |
$12K - $15K
|
96
$24.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
85+ 1.39% |
$10.6K - $13.3K
|
6.2K
$1.56M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
80+ 0.17% |
$10K - $12.5K
|
46.7K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
67+ 8.04% |
$8.38K - $10.4K
|
900
$227K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
65New |
$8.13K - $10.1K
|
65
$16.4K
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
61+ 3.81% |
$7.63K - $9.51K
|
1.66K
$419K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
60+ 5.97% |
$7.51K - $9.36K
|
1.07K
$269K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
56+ 2.41% |
$7.01K - $8.73K
|
2.38K
$601K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
50+ 2.55% |
$6.25K - $7.8K
|
2.01K
$507K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
43+ 74.14% |
$5.38K - $6.7K
|
101
$25.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
36+ 1.29% |
$4.5K - $5.61K
|
2.84K
$715K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35+ 2.16% |
$4.38K - $5.46K
|
1.66K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
30New |
$3.75K - $4.68K
|
30
$7.57K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
30+ 1.47% |
$3.75K - $4.68K
|
2.07K
$522K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
20+ 1.06% |
$2.5K - $3.12K
|
1.9K
$480K
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
18+ 0.18% |
$2.25K - $2.81K
|
10.1K
$2.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
14+ 0.31% |
$1.75K - $2.18K
|
4.5K
$1.13M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
10+ 2.85% |
$1.25K - $1.56K
|
361
$91K
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
10+ 0.49% |
$1.25K - $1.56K
|
2.06K
$519K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10New |
$1.25K - $1.56K
|
10
$2.52K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7New |
$876 - $1.09K
|
7
$1.77K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.76% |
$625 - $780
|
664
$167K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$250 - $312
|
2
$504
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.1% |
$751 - $936
|
5.88K
$1.48M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6- 0.51% |
$751 - $936
|
1.17K
$296K
|
|
|
Nov 10, 2022
Q3 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-8- 0.06% |
$1K - $1.25K
|
14K
$3.53M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-10- 0.49% |
$1.25K - $1.56K
|
2.04K
$514K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-15- 0.4% |
$1.88K - $2.34K
|
3.74K
$944K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-18- 0.29% |
$2.25K - $2.81K
|
6.15K
$1.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-19- 0.17% |
$2.38K - $2.96K
|
10.9K
$2.74M
|
|
|
Oct 24, 2022
Q3 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-19- 0.27% |
$2.38K - $2.96K
|
7.05K
$1.78M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-20- 0.92% |
$2.5K - $3.12K
|
2.14K
$540K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 5.42% |
$2.5K - $3.12K
|
349
$88K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-24- 6.38% |
$3K - $3.74K
|
352
$88.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-27- 1.7% |
$3.38K - $4.21K
|
1.56K
$393K
|