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 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
300+ 10.42% |
$65.8K - $75.1K
|
3.18K
$801K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
297+ 62.39% |
$65.1K - $74.4K
|
773
$195K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
295+ 15.17% |
$64.7K - $73.9K
|
2.24K
$565K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
289+ 23.88% |
$63.3K - $72.4K
|
1.5K
$378K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
286+ 3.69% |
$62.7K - $71.6K
|
8.04K
$2.03M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
251New |
$55K - $62.9K
|
251
$63.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
250+ 8.15% |
$54.8K - $62.6K
|
3.32K
$837K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
250New |
$54.8K - $62.6K
|
250
$63K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
250+ 125.0% |
$54.8K - $62.6K
|
450
$113K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
235+ 8.98% |
$51.5K - $58.9K
|
2.85K
$719K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
234+ 0.97% |
$51.3K - $58.6K
|
24.4K
$6.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
233+ 66.19% |
$51.1K - $58.4K
|
585
$148K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
225+ 23.32% |
$49.3K - $56.4K
|
1.19K
$300K
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
224+ 14.57% |
$49.1K - $56.1K
|
1.76K
$444K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
217+ 25.03% |
$47.6K - $54.4K
|
1.08K
$273K
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
217+ 8.55% |
$47.6K - $54.4K
|
2.76K
$695K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
204New |
$44.7K - $51.1K
|
204
$51.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
202+ 2.15% |
$44.3K - $50.6K
|
9.58K
$2.42M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
201+ 309.23% |
$44.1K - $50.3K
|
266
$67.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200+ 58.65% |
$43.8K - $50.1K
|
541
$136K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200+ 58.65% |
$43.8K - $50.1K
|
541
$136K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
200New |
$43.8K - $50.1K
|
200
$50.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
191+ 5.63% |
$41.9K - $47.8K
|
3.58K
$904K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
186+ 17.94% |
$40.8K - $46.6K
|
1.22K
$308K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
186+ 0.78% |
$40.8K - $46.6K
|
24K
$6.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
182+ 1.26% |
$39.9K - $45.6K
|
14.7K
$3.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
168+ 1.62% |
$36.8K - $42.1K
|
10.5K
$2.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
164+ 1.44% |
$35.9K - $41.1K
|
11.5K
$2.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
158+ 5.1% |
$34.6K - $39.6K
|
3.26K
$821K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
153+ 0.62% |
$33.5K - $38.3K
|
24.7K
$6.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
153+ 3.68% |
$33.5K - $38.3K
|
4.31K
$1.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
149+ 4.33% |
$32.7K - $37.3K
|
3.59K
$906K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
144+ 2.18% |
$31.6K - $36.1K
|
6.75K
$1.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
143+ 11.88% |
$31.3K - $35.8K
|
1.35K
$340K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
141+ 2.35% |
$30.9K - $35.3K
|
6.14K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
138+ 5.18% |
$30.2K - $34.6K
|
2.8K
$706K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
133New |
$29.2K - $33.3K
|
133
$33.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
130New |
$28.5K - $32.6K
|
130
$32.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
128New |
$28.1K - $32.1K
|
128
$32.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
121+ 117.48% |
$26.5K - $30.3K
|
224
$56.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
120New |
$26.3K - $30.1K
|
120
$30.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
115+ 6.0% |
$25.2K - $28.8K
|
2.03K
$513K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
108+ 4.38% |
$23.7K - $27.1K
|
2.58K
$650K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
106+ 0.48% |
$23.2K - $26.6K
|
22.1K
$5.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
105+ 1.2% |
$23K - $26.3K
|
8.84K
$2.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
103+ 6.94% |
$22.6K - $25.8K
|
1.59K
$400K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
100+ 7.97% |
$21.9K - $25K
|
1.36K
$342K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 2.11% |
$21.9K - $25K
|
4.84K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100New |
$21.9K - $25K
|
100
$25.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
94+ 3.27% |
$20.6K - $23.5K
|
2.97K
$748K
|