Purchases and Sales Made in Q4 2021 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
244K+ 2.77% |
$53.4M - $61.1M
|
9.04M
$2.28B
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.6K+ 7.2% |
$15.9M - $18.2M
|
1.08M
$273M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
67.1KNew |
$14.7M - $16.8M
|
67.1K
$16.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
50.5K+ 147.14% |
$11.1M - $12.6M
|
84.7K
$21.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.2K+ 3.02% |
$9.02M - $10.3M
|
1.4M
$354M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
36.8KNew |
$8.06M - $9.21M
|
36.8K
$9.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
29.4KNew |
$6.45M - $7.37M
|
29.4K
$7.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Searcy Financial Services Inc
|
BUY
|
- |
26.4K+ 101.61% |
$5.79M - $6.61M
|
52.4K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
26K+ 520.0% |
$5.7M - $6.51M
|
31K
$7.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.8K+ 311.99% |
$5.66M - $6.47M
|
34.1K
$8.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.4K+ 114.73% |
$5.57M - $6.37M
|
47.6K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.6KNew |
$4.96M - $5.67M
|
22.6K
$5.71M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.2KNew |
$4.87M - $5.57M
|
22.2K
$5.61M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.2K+ 231.38% |
$4.87M - $5.56M
|
31.8K
$8.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.4K+ 4.97% |
$4.26M - $4.87M
|
410K
$103M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16.1K+ 146.01% |
$3.53M - $4.03M
|
27.1K
$6.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.2KNew |
$3.33M - $3.81M
|
15.2K
$3.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
14.2KNew |
$3.12M - $3.56M
|
14.2K
$3.59M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
14.2KNew |
$3.11M - $3.55M
|
14.2K
$3.58M
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
12.7K+ 64.44% |
$2.78M - $3.18M
|
32.4K
$8.17M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2K+ 13.76% |
$2.67M - $3.05M
|
101K
$25.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
11.8K+ 87.37% |
$2.59M - $2.96M
|
25.3K
$6.38M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11.8KNew |
$2.58M - $2.95M
|
11.8K
$2.97M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
11.8KNew |
$2.58M - $2.94M
|
11.8K
$2.96M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.1K+ 57.8% |
$2.42M - $2.77M
|
30.2K
$7.61M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$2.21M - $2.53M
|
10.1K
$2.54M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.94K+ 69.58% |
$2.18M - $2.49M
|
24.2K
$6.11M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
9.6KNew |
$2.1M - $2.4M
|
9.6K
$2.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9.57K+ 4.56% |
$2.1M - $2.4M
|
219K
$55.3M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.3K+ 329.81% |
$2.04M - $2.33M
|
12.1K
$3.06M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
8.94KNew |
$1.96M - $2.24M
|
8.94K
$2.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.8KNew |
$1.93M - $2.2M
|
8.8K
$2.22M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
8.44KNew |
$1.85M - $2.11M
|
8.44K
$2.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.88KNew |
$1.73M - $1.97M
|
7.88K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
6.9KNew |
$1.51M - $1.73M
|
6.9K
$1.74M
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
6.5KNew |
$1.42M - $1.63M
|
6.5K
$1.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
6.37K+ 41.46% |
$1.4M - $1.6M
|
21.7K
$5.48M
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
6.11KNew |
$1.34M - $1.53M
|
6.11K
$1.54M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.87KNew |
$1.29M - $1.47M
|
5.87K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.86K+ 16.68% |
$1.28M - $1.47M
|
41K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.78K+ 40.62% |
$1.27M - $1.45M
|
20K
$5.05M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.75KNew |
$1.26M - $1.44M
|
5.75K
$1.45M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
5.16KNew |
$1.13M - $1.29M
|
5.16K
$1.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.13K+ 4.52% |
$1.12M - $1.29M
|
119K
$29.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.04K+ 3088.96% |
$1.1M - $1.26M
|
5.2K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.01K+ 7.1% |
$1.1M - $1.25M
|
75.5K
$19M
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
4.83KNew |
$1.06M - $1.21M
|
4.83K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.77KNew |
$1.05M - $1.2M
|
4.77K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.42KNew |
$968K - $1.11M
|
4.42K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.88K+ 36.82% |
$850K - $971K
|
14.4K
$3.63M
|