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
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
93New |
$20.4K - $23.3K
|
93
$23.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
90+ 1.92% |
$19.7K - $22.5K
|
4.78K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
89+ 0.63% |
$19.5K - $22.3K
|
14.2K
$3.59M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
83+ 2.05% |
$18.2K - $20.8K
|
4.14K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
83New |
$18.2K - $20.8K
|
83
$20.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
82New |
$18K - $20.5K
|
82
$20.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
80+ 5.77% |
$17.5K - $20K
|
1.47K
$370K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
80+ 3.13% |
$17.5K - $20K
|
2.64K
$666K
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
77+ 4.85% |
$16.9K - $19.3K
|
1.67K
$420K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
75+ 1.67% |
$16.4K - $18.8K
|
4.58K
$1.15M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
71+ 0.9% |
$15.6K - $17.8K
|
8K
$2.02M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
67New |
$14.7K - $16.8K
|
67
$16.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
62+ 2.66% |
$13.6K - $15.5K
|
2.4K
$604K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
61+ 5.55% |
$13.4K - $15.3K
|
1.16K
$293K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
57+ 0.92% |
$12.5K - $14.3K
|
6.25K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
53+ 0.59% |
$11.6K - $13.3K
|
9.08K
$2.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
51New |
$11.2K - $12.8K
|
51
$12.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
50+ 1.2% |
$11K - $12.5K
|
4.23K
$1.07M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
50New |
$11K - $12.5K
|
50
$12.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
49New |
$10.7K - $12.3K
|
49
$12.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
43+ 38.05% |
$9.43K - $10.8K
|
156
$39.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
42+ 30.43% |
$9.21K - $10.5K
|
180
$45.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
42+ 0.07% |
$9.21K - $10.5K
|
62.5K
$15.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
37+ 0.27% |
$8.11K - $9.27K
|
13.6K
$3.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35+ 0.21% |
$7.67K - $8.77K
|
16.4K
$4.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33+ 0.07% |
$7.23K - $8.27K
|
45.3K
$11.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
33+ 1.39% |
$7.23K - $8.27K
|
2.4K
$606K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
32+ 1.64% |
$7.01K - $8.02K
|
1.98K
$500K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
30New |
$6.58K - $7.51K
|
30
$7.57K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
26+ 0.48% |
$5.7K - $6.51K
|
5.48K
$1.38M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
25New |
$5.48K - $6.26K
|
25
$6.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
25+ 0.94% |
$5.48K - $6.26K
|
2.68K
$675K
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
24+ 1.3% |
$5.26K - $6.01K
|
1.87K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
24New |
$5.26K - $6.01K
|
24
$6.05K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24New |
$5.26K - $6.01K
|
24
$6.05K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 12.5% |
$4.38K - $5.01K
|
180
$45.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
18+ 1.47% |
$3.95K - $4.51K
|
1.24K
$313K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
15+ 0.89% |
$3.29K - $3.76K
|
1.69K
$427K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15+ 7.43% |
$3.29K - $3.76K
|
217
$54.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 1.04% |
$2.63K - $3.01K
|
1.17K
$294K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 12.82% |
$2.19K - $2.5K
|
88
$22.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7New |
$1.53K - $1.75K
|
7
$1.77K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$1.32K - $1.5K
|
4.33K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
6+ 0.04% |
$1.32K - $1.5K
|
14K
$3.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5+ 0.08% |
$1.1K - $1.25K
|
6.55K
$1.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5New |
$1.1K - $1.25K
|
5
$1.26K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3New |
$658 - $751
|
3
$757
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.43% |
$658 - $751
|
699
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 66.67% |
$438 - $501
|
5
$1.26K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$438 - $501
|
2
$504
|