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 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.78K+ 1.83% |
$828K - $946K
|
210K
$53.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.62KNew |
$793K - $906K
|
3.62K
$912K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.55K+ 4.48% |
$779K - $890K
|
83K
$20.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.49K+ 1.25% |
$765K - $874K
|
283K
$71.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
3.47K+ 45.59% |
$760K - $868K
|
11.1K
$2.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.37K+ 72.05% |
$738K - $843K
|
8.04K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.32K+ 150.79% |
$728K - $832K
|
5.53K
$1.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
3.27K+ 32.53% |
$717K - $820K
|
13.3K
$3.36M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.11KNew |
$681K - $778K
|
3.11K
$783K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.74K+ 11.7% |
$599K - $685K
|
26.1K
$6.58M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.6KNew |
$569K - $650K
|
2.6K
$655K
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.46K+ 17.92% |
$539K - $616K
|
16.2K
$4.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$532K - $607K
|
2.43K
$612K
|
|
|
Feb 14, 2022
Q4 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.28KNew |
$500K - $571K
|
2.28K
$575K
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
2.25KNew |
$493K - $563K
|
2.25K
$567K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.24K+ 9.09% |
$492K - $562K
|
26.9K
$6.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.15KNew |
$471K - $539K
|
2.15K
$542K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.11K+ 19.62% |
$463K - $530K
|
12.9K
$3.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.04KNew |
$446K - $510K
|
2.04K
$513K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.04K+ 28.06% |
$446K - $510K
|
9.29K
$2.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.01K+ 54.78% |
$440K - $503K
|
5.67K
$1.43M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.98KNew |
$435K - $497K
|
1.98K
$500K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.97KNew |
$432K - $494K
|
1.97K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.96KNew |
$430K - $492K
|
1.96K
$495K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.94K+ 13.55% |
$424K - $485K
|
16.2K
$4.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.93KNew |
$422K - $482K
|
1.93K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
BUY
|
- |
1.92K+ 3.76% |
$421K - $481K
|
52.9K
$13.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.92K+ 11.25% |
$421K - $481K
|
19K
$4.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.8KNew |
$395K - $452K
|
1.8K
$455K
|
|
|
Jul 13, 2022
Q4 2021
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.74KNew |
$382K - $437K
|
1.74K
$440K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.64K+ 3.29% |
$360K - $412K
|
51.6K
$13M
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.61K+ 13.26% |
$354K - $404K
|
13.8K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$352K - $403K
|
1.61K
$405K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.58K+ 3.99% |
$347K - $396K
|
41.2K
$10.4M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.57K+ 33.16% |
$345K - $394K
|
6.31K
$1.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.47KNew |
$322K - $368K
|
1.47K
$370K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.38KNew |
$303K - $346K
|
1.38K
$349K
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
BUY
|
- |
1.37KNew |
$301K - $344K
|
1.37K
$346K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.36KNew |
$299K - $341K
|
1.36K
$343K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
1.35K+ 1.51% |
$296K - $338K
|
91K
$23M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.32K+ 57.52% |
$288K - $329K
|
3.6K
$908K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.28KNew |
$281K - $321K
|
1.28K
$323K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
1.25KNew |
$274K - $313K
|
1.25K
$315K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
1.24KNew |
$272K - $311K
|
1.24K
$313K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.21K+ 71.56% |
$264K - $302K
|
2.89K
$729K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.18K+ 57.87% |
$258K - $295K
|
3.21K
$810K
|
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.09KNew |
$239K - $273K
|
1.09K
$275K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.09KNew |
$239K - $273K
|
1.09K
$275K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.08KNew |
$238K - $272K
|
1.08K
$273K
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
1.05KNew |
$229K - $262K
|
1.05K
$264K
|