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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-287- 2.74% |
$35.9K - $44.8K
|
10.2K
$2.57M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-299- 3.34% |
$37.4K - $46.6K
|
8.65K
$2.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-300- 8.22% |
$37.5K - $46.8K
|
3.35K
$844K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-318- 37.81% |
$39.8K - $49.6K
|
523
$132K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-326- 2.35% |
$40.8K - $50.8K
|
13.6K
$3.42M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-333- 3.84% |
$41.7K - $51.9K
|
8.33K
$2.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-346- 7.39% |
$43.3K - $54K
|
4.34K
$1.09M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-361- 14.22% |
$45.2K - $56.3K
|
2.18K
$549K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-371- 13.71% |
$46.4K - $57.9K
|
2.34K
$589K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-372- 12.54% |
$46.5K - $58K
|
2.59K
$654K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-377- 11.33% |
$47.2K - $58.8K
|
2.95K
$744K
|
|
|
Oct 03, 2022
Q3 2022
|
Somerset Trust CO
|
SELL
|
- |
-388- 1.32% |
$48.5K - $60.5K
|
29K
$7.32M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-415- 5.9% |
$51.9K - $64.7K
|
6.62K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-430- 35.54% |
$53.8K - $67K
|
780
$197K
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-433- 11.85% |
$54.2K - $67.5K
|
3.22K
$812K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-435- 8.36% |
$54.4K - $67.8K
|
4.77K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-443- 8.48% |
$55.4K - $69.1K
|
4.78K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-448- 5.86% |
$56K - $69.9K
|
7.2K
$1.81M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-478- 20.82% |
$59.8K - $74.5K
|
1.82K
$458K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-481- 3.46% |
$60.2K - $75K
|
13.4K
$3.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-485- 14.84% |
$60.7K - $75.6K
|
2.78K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-500- 3.17% |
$62.5K - $78K
|
15.3K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-520- 11.68% |
$65K - $81.1K
|
3.93K
$992K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-529- 5.78% |
$66.2K - $82.5K
|
8.63K
$2.18M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-546- 19.56% |
$68.3K - $85.1K
|
2.25K
$566K
|
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-577- 2.68% |
$72.2K - $90K
|
21K
$5.29M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-593- 40.23% |
$74.2K - $92.5K
|
881
$222K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-608- 24.96% |
$76.1K - $94.8K
|
1.83K
$461K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-640- 28.34% |
$80.1K - $99.8K
|
1.62K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-660- 3.46% |
$82.6K - $103K
|
18.4K
$4.64M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-661- 4.21% |
$82.7K - $103K
|
15K
$3.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-661- 4.21% |
$82.7K - $103K
|
15K
$3.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-668- 3.13% |
$83.6K - $104K
|
20.7K
$5.22M
|
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-669- 1.11% |
$83.7K - $104K
|
59.8K
$15.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-694- 3.8% |
$86.8K - $108K
|
17.5K
$4.43M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-695- 7.2% |
$86.9K - $108K
|
8.96K
$2.26M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-718- 27.11% |
$89.8K - $112K
|
1.93K
$487K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-723- 22.64% |
$90.4K - $113K
|
2.47K
$623K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-758- 16.23% |
$94.8K - $118K
|
3.91K
$986K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-784- 7.11% |
$98.1K - $122K
|
10.2K
$2.58M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-828- 7.18% |
$104K - $129K
|
10.7K
$2.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-840- 7.74% |
$105K - $131K
|
10K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-850- 16.58% |
$106K - $133K
|
4.28K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-852- 1.55% |
$107K - $133K
|
54.2K
$13.7M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-920- 2.42% |
$115K - $143K
|
37K
$9.34M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-949- 10.02% |
$119K - $148K
|
8.52K
$2.15M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-949- 33.42% |
$119K - $148K
|
1.89K
$477K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-971- 7.24% |
$121K - $151K
|
12.4K
$3.14M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.02K- 26.2% |
$128K - $160K
|
2.89K
$728K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.06K- 19.77% |
$133K - $166K
|
4.32K
$1.09M
|