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 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-28- 0.98% |
$3.5K - $4.37K
|
2.82K
$711K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-30- 0.3% |
$3.75K - $4.68K
|
10K
$2.53M
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-32- 10.96% |
$4K - $4.99K
|
260
$65.6K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-35- 1.28% |
$4.38K - $5.46K
|
2.7K
$680K
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-43- 0.98% |
$5.38K - $6.7K
|
4.36K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54- 1.64% |
$6.75K - $8.42K
|
3.24K
$818K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-55- 11.29% |
$6.88K - $8.58K
|
432
$109K
|
|
Nov 10, 2022
Q3 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-57- 0.52% |
$7.13K - $8.89K
|
10.9K
$2.74M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-65- 1.83% |
$8.13K - $10.1K
|
3.48K
$878K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-80- 3.51% |
$10K - $12.5K
|
2.2K
$555K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-80- 3.51% |
$10K - $12.5K
|
2.2K
$555K
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-80- 0.22% |
$10K - $12.5K
|
35.7K
$9.01M
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-81- 3.3% |
$10.1K - $12.6K
|
2.38K
$599K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-86- 15.01% |
$10.8K - $13.4K
|
487
$123K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-86- 12.78% |
$10.8K - $13.4K
|
587
$148K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 4.47% |
$12.5K - $15.6K
|
2.14K
$539K
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-105- 31.07% |
$13.1K - $16.4K
|
233
$58.8K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-111- 1.62% |
$13.9K - $17.3K
|
6.72K
$1.7M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-120- 3.73% |
$15K - $18.7K
|
3.1K
$782K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-120- 4.86% |
$15K - $18.7K
|
2.35K
$592K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-121- 1.53% |
$15.1K - $18.9K
|
7.76K
$1.96M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-123- 5.95% |
$15.4K - $19.2K
|
1.95K
$490K
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-130- 1.47% |
$16.3K - $20.3K
|
8.7K
$2.19M
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-136- 1.45% |
$17K - $21.2K
|
9.23K
$2.33M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-151- 3.64% |
$18.9K - $23.5K
|
4K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-165- 9.05% |
$20.6K - $25.7K
|
1.66K
$418K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-170- 8.59% |
$21.3K - $26.5K
|
1.81K
$456K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-172- 3.43% |
$21.5K - $26.8K
|
4.84K
$1.22M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-173- 1.89% |
$21.6K - $27K
|
8.97K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-175- 8.82% |
$21.9K - $27.3K
|
1.81K
$456K
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-190- 7.58% |
$23.8K - $29.6K
|
2.32K
$584K
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-193- 4.77% |
$24.1K - $30.1K
|
3.86K
$972K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-198- 0.77% |
$24.8K - $30.9K
|
25.5K
$6.43M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 36.97% |
$25K - $31.2K
|
341
$86K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 36.97% |
$25K - $31.2K
|
341
$86K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$25K - $31.2K
|
0
$0
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-205- 1.66% |
$25.6K - $32K
|
12.1K
$3.06M
|
|
Nov 10, 2022
Q3 2022
|
1776 Wealth LLC
|
SELL
|
- |
-205- 3.01% |
$25.6K - $32K
|
6.6K
$1.66M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-209- 2.45% |
$26.1K - $32.6K
|
8.32K
$2.1M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-215- 49.09% |
$26.9K - $33.5K
|
223
$56.2K
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-216- 4.05% |
$27K - $33.7K
|
5.12K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-224- 1.97% |
$28K - $34.9K
|
11.2K
$2.82M
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-229- 4.08% |
$28.6K - $35.7K
|
5.39K
$1.36M
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-230- 8.99% |
$28.8K - $35.9K
|
2.33K
$587K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-239- 53.11% |
$29.9K - $37.3K
|
211
$53.2K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-244- 9.4% |
$30.5K - $38K
|
2.35K
$593K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-244- 23.42% |
$30.5K - $38K
|
798
$201K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-248- 7.8% |
$31K - $38.7K
|
2.93K
$739K
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-260- 6.14% |
$32.5K - $40.5K
|
3.97K
$1M
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-273- 72.99% |
$34.1K - $42.6K
|
101
$25.5K
|