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 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.03KNew |
$225K - $257K
|
1.03K
$258K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 0.68% |
$224K - $255K
|
151K
$38.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1K+ 77.53% |
$220K - $251K
|
2.3K
$580K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1KNew |
$219K - $251K
|
1K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1KNew |
$219K - $250K
|
1K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
997New |
$219K - $250K
|
997
$251K
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
990New |
$217K - $248K
|
990
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
947+ 6.11% |
$208K - $237K
|
16.4K
$4.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
944New |
$207K - $236K
|
944
$238K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
934New |
$205K - $234K
|
934
$236K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
923New |
$202K - $231K
|
923
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
917+ 87.17% |
$201K - $230K
|
1.97K
$497K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
911New |
$200K - $228K
|
911
$230K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
906New |
$199K - $227K
|
906
$228K
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
892New |
$196K - $223K
|
892
$225K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
892New |
$196K - $223K
|
892
$225K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
827+ 1.98% |
$181K - $207K
|
42.6K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
750New |
$164K - $188K
|
750
$189K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
725+ 65.97% |
$159K - $182K
|
1.82K
$460K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
725New |
$159K - $182K
|
725
$183K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
717+ 8.64% |
$157K - $180K
|
9.01K
$2.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
695+ 17.34% |
$152K - $174K
|
4.7K
$1.19M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
629+ 3.29% |
$138K - $158K
|
19.7K
$4.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
622+ 6.13% |
$136K - $156K
|
10.8K
$2.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
613+ 14.29% |
$134K - $154K
|
4.9K
$1.24M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
611+ 20.41% |
$134K - $153K
|
3.61K
$909K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
608+ 15.69% |
$133K - $152K
|
4.48K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
600New |
$132K - $150K
|
600
$151K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
588New |
$129K - $147K
|
588
$148K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
583+ 3.07% |
$128K - $146K
|
19.6K
$4.94M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
570New |
$125K - $143K
|
570
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
524+ 30.63% |
$115K - $131K
|
2.24K
$564K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
502+ 1.33% |
$110K - $126K
|
38.4K
$9.68M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
475+ 6.57% |
$104K - $119K
|
7.7K
$1.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
472+ 9.59% |
$103K - $118K
|
5.39K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
458+ 7.43% |
$100K - $115K
|
6.63K
$1.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
450+ 0.9% |
$98.6K - $113K
|
50.2K
$12.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
430+ 23.17% |
$94.3K - $108K
|
2.29K
$576K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
427New |
$93.6K - $107K
|
427
$108K
|
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
412+ 2.07% |
$90.3K - $103K
|
20.3K
$5.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
410+ 13.19% |
$89.9K - $103K
|
3.52K
$887K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
389+ 29.12% |
$85.3K - $97.4K
|
1.73K
$435K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
379+ 2.68% |
$83.1K - $94.9K
|
14.5K
$3.66M
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
368+ 1.03% |
$80.7K - $92.2K
|
36.2K
$9.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
359+ 3.28% |
$78.7K - $89.9K
|
11.3K
$2.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
353+ 3.47% |
$77.4K - $88.4K
|
10.5K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
345+ 0.89% |
$75.6K - $86.4K
|
39.3K
$9.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
340+ 34.8% |
$74.5K - $85.2K
|
1.32K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
333+ 24.34% |
$73K - $83.4K
|
1.7K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
309+ 6.66% |
$67.7K - $77.4K
|
4.95K
$1.25M
|