Purchases and Sales Made in Q4 2021 in First Tr Fd Dow Jones (FDN)

FDN Quotes by TradingView

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
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-107
- 30.92%
$23.5K - $26.8K
239 $60.3K
Jan 28, 2022 Q4 2021
Evolution Wealth Advisors, LLC

SELL
 -
-113
Closed
$24.8K - $28.3K
0 $0
Feb 11, 2022 Q4 2021
Personal Capital Advisors Corp

SELL
 -
-119
- 9.24%
$26.1K - $29.8K
1.17K $295K
Feb 02, 2022 Q4 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-126
- 3.54%
$27.6K - $31.6K
3.43K $865K
Jan 24, 2022 Q4 2021
Atwood & Palmer Inc

SELL
 -
-130
- 15.2%
$28.5K - $32.6K
725 $183K
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

SELL
 -
-138
- 4.18%
$30.2K - $34.6K
3.17K $798K
Feb 14, 2022 Q4 2021
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-138
- 2.22%
$30.2K - $34.6K
6.09K $1.54M
Feb 14, 2022 Q4 2021
Means Investment Co., Inc.

SELL
 -
-138
- 1.23%
$30.2K - $34.6K
11.1K $2.8M
Feb 08, 2022 Q4 2021
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-140
- 1.09%
$30.7K - $35.1K
12.7K $3.19M
Jan 28, 2022 Q4 2021
Bay Colony Advisory Group, Inc D

SELL
 -
-149
- 1.19%
$32.7K - $37.3K
12.3K $3.11M
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-151
- 11.95%
$33.1K - $37.8K
1.11K $281K
Feb 02, 2022 Q4 2021
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-154
- 2.92%
$33.8K - $38.6K
5.12K $1.29M
Feb 14, 2022 Q4 2021
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-161
- 4.13%
$35.3K - $40.3K
3.74K $943K
Feb 07, 2022 Q4 2021
Kesler, Norman & Wride, LLC

SELL
 -
-161
- 3.31%
$35.3K - $40.3K
4.7K $1.19M
Jan 18, 2022 Q4 2021
Cx Institutional

SELL
 -
-163
Closed
$35.7K - $40.8K
0 $0
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-164
- 2.8%
$35.9K - $41.1K
5.69K $1.44M
Feb 14, 2022 Q4 2021
Private Portfolio Partners LLC

SELL
 -
-165
- 5.74%
$36.2K - $41.3K
2.71K $684K
Mar 14, 2023 Q4 2021
Private Portfolio Partners LLC

SELL
 -
-165
- 5.74%
$36.2K - $41.3K
2.71K $684K
Feb 08, 2022 Q4 2021
Main Street Financial Solutions, LLC

SELL
 -
-171
- 2.66%
$37.5K - $42.8K
6.26K $1.58M
Feb 10, 2022 Q4 2021
Pacific Sun Financial Corp

SELL
 -
-172
- 0.47%
$37.7K - $43.1K
36.6K $9.22M
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

SELL
 -
-184
- 4.46%
$40.3K - $46.1K
3.94K $994K
Jan 26, 2022 Q4 2021
Signature Securities Group Corporation

SELL
 -
-194
Closed
$42.5K - $48.6K
0 $0
Feb 11, 2022 Q4 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-217
- 1.1%
$47.6K - $54.4K
19.6K $4.93M
Feb 11, 2022 Q4 2021
Trinity Point Wealth, LLC

SELL
 -
-225
- 10.7%
$49.3K - $56.4K
1.88K $473K
Feb 11, 2022 Q4 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-245
- 94.23%
$53.7K - $61.4K
15 $3.78K
Jan 19, 2022 Q4 2021
Signature Wealth Management Partners, LLC

SELL
 -
-250
- 3.73%
$54.8K - $62.6K
6.45K $1.63M
Jan 18, 2022 Q4 2021
360 Financial, Inc.

SELL
 -
-258
- 21.92%
$56.6K - $64.6K
919 $232K
Feb 02, 2022 Q4 2021
Maltin Wealth Management, Inc.

SELL
 -
-261
- 13.22%
$57.2K - $65.4K
1.71K $432K
Apr 08, 2022 Q4 2021
Park Avenue Securities LLC

SELL
 -
-272
- 5.57%
$59.6K - $68.1K
4.62K $1.16M
Jan 25, 2022 Q4 2021
Genesee Capital Advisors, LLC

SELL
 -
-275
- 20.07%
$60.3K - $68.9K
1.1K $276K
May 11, 2023 Q4 2021
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-290
- 93.25%
$63.6K - $72.6K
21 $5.3K
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-291
Closed
$63.8K - $72.9K
0 $0
Feb 10, 2022 Q4 2021
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-315
- 24.16%
$69K - $78.9K
989 $249K
Feb 11, 2022 Q4 2021
Townsquare Capital LLC

SELL
 -
-332
- 16.2%
$72.8K - $83.2K
1.72K $433K
Jan 26, 2022 Q4 2021
Sightline Wealth Advisors, LLC

SELL
 -
-346
- 21.36%
$75.8K - $86.7K
1.27K $321K
Feb 14, 2022 Q4 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-351
- 12.2%
$76.9K - $87.9K
2.53K $637K
Jan 31, 2022 Q4 2021
Toth Financial Advisory Corp

SELL
 -
-359
- 1.4%
$78.7K - $89.9K
25.3K $6.38M
Feb 10, 2022 Q4 2021
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-365
- 12.86%
$80K - $91.4K
2.47K $624K
Jan 26, 2022 Q4 2021
Lincoln National Corp

SELL
 -
-377
- 2.93%
$82.6K - $94.4K
12.5K $3.15M
Mar 08, 2022 Q4 2021
Bartlett & Co. LLC

SELL
 -
-387
Closed
$84.8K - $96.9K
0 $0
Feb 17, 2022 Q4 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-400
- 2.76%
$87.7K - $100K
14.1K $3.56M
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-450
Closed
$98.6K - $113K
0 $0
Feb 14, 2022 Q4 2021
Camden Capital, LLC

SELL
 -
-495
- 11.32%
$108K - $124K
3.88K $978K
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

SELL
 -
-507
- 4.24%
$111K - $127K
11.5K $2.89M
Feb 15, 2022 Q4 2021
Flaharty Asset Management, LLC

SELL
 -
-507
- 0.49%
$111K - $127K
103K $25.9M
Feb 14, 2022 Q4 2021
Founders Financial Securities LLC

SELL
 -
-512
- 20.57%
$112K - $128K
1.98K $499K
Feb 04, 2022 Q4 2021
Bank Hapoalim Bm

SELL
 -
-512
- 5.36%
$112K - $128K
9.04K $2.28M
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-531
- 2.03%
$116K - $133K
25.6K $6.45M
Feb 17, 2022 Q4 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-532
- 4.37%
$117K - $133K
11.6K $2.94M

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