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 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-591
Closed
$130K - $148K
0 $0
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

SELL
 -
-646
- 7.18%
$142K - $162K
8.35K $2.1M
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-657
- 9.36%
$144K - $165K
6.37K $1.61M
Feb 22, 2022 Q4 2021
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-666
Closed
$146K - $167K
0 $0
Jan 19, 2022 Q4 2021
Welch & Forbes LLC

SELL
 -
-693
- 42.59%
$152K - $174K
934 $236K
Jan 04, 2022 Q4 2021
Modus Advisors, LLC

SELL
 -
-699
- 3.56%
$153K - $175K
18.9K $4.78M
Feb 09, 2022 Q4 2021
Beaumont Capital Management, LLC

Boston, MA
SELL
 -
-728
- 6.63%
$160K - $182K
10.2K $2.58M
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-762
Closed
$167K - $191K
0 $0
Jan 19, 2022 Q4 2021
Juncture Wealth Strategies, LLC

SELL
 -
-813
- 18.25%
$178K - $204K
3.64K $918K
Feb 14, 2022 Q4 2021
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-850
Closed
$186K - $213K
0 $0
Jan 26, 2022 Q4 2021
Patten & Patten Inc

SELL
 -
-850
Closed
$186K - $213K
0 $0
Jan 19, 2022 Q4 2021
Vista Wealth Management Group, LLC

SELL
 -
-850
Closed
$186K - $213K
0 $0
Feb 03, 2022 Q4 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-853
Closed
$187K - $214K
0 $0
Jan 31, 2022 Q4 2021
Rda Financial Network

SELL
 -
-868
Closed
$190K - $217K
0 $0
Feb 04, 2022 Q4 2021
Amg National Trust Bank

SELL
 -
-875
Closed
$192K - $219K
0 $0
Jan 26, 2022 Q4 2021
Polaris Wealth Advisory Group, LLC

SELL
 -
-880
Closed
$193K - $220K
0 $0
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-882
- 1.85%
$193K - $221K
46.9K $11.8M
Feb 14, 2022 Q4 2021
Camden National Bank

Camden, ME
SELL
 -
-887
Closed
$194K - $222K
0 $0
Jan 31, 2022 Q4 2021
Regions Financial Corp

SELL
 -
-888
Closed
$195K - $222K
0 $0
Feb 02, 2022 Q4 2021
Princeton Global Asset Management LLC

SELL
 -
-907
- 10.71%
$199K - $227K
7.56K $1.91M
Feb 08, 2022 Q4 2021
Capital Advisors, Ltd. LLC

SELL
 -
-939
- 81.65%
$206K - $235K
211 $53.2K
Feb 07, 2022 Q4 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-951
- 6.18%
$208K - $238K
14.4K $3.64M
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-984
- 0.76%
$216K - $246K
129K $32.5M
Jan 21, 2022 Q4 2021
Sterling Manor Financial, LLC

SELL
 -
-1.01K
Closed
$221K - $252K
0 $0
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-1.1K
- 1.31%
$240K - $275K
82.9K $20.9M
Mar 17, 2022 Q4 2021
Lbmc Investment Advisors, LLC

SELL
 -
-1.11K
Closed
$242K - $277K
0 $0
Mar 07, 2022 Q4 2021
Stephens Inc

SELL
 -
-1.16K
- 2.67%
$254K - $290K
42.1K $10.6M
Jan 31, 2022 Q4 2021
Cwm, LLC

SELL
 -
-1.19K
- 4.56%
$261K - $298K
24.9K $6.29M
Feb 14, 2022 Q4 2021
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-1.25K
- 10.14%
$274K - $313K
11.1K $2.79M
Jan 14, 2022 Q4 2021
Spire Wealth Management

SELL
 -
-1.27K
- 5.18%
$278K - $318K
23.2K $5.86M
Jan 24, 2022 Q4 2021
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-1.34K
Closed
$294K - $336K
0 $0
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.37K
- 0.64%
$299K - $342K
211K $53.2M
Feb 14, 2022 Q4 2021
Synovus Financial Corp

Columbus, GA
SELL
 -
-1.4K
Closed
$307K - $351K
0 $0
Feb 14, 2022 Q4 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-1.44K
- 6.13%
$315K - $360K
22K $5.56M
Feb 04, 2022 Q4 2021
Ntv Asset Management LLC

SELL
 -
-1.63K
- 4.01%
$356K - $407K
38.9K $9.8M
Jan 18, 2022 Q4 2021
Acg Wealth

SELL
 -
-1.68K
Closed
$368K - $421K
0 $0
Feb 14, 2022 Q4 2021
Prudential Financial Inc

Newark, NJ
SELL
 -
-1.72K
- 23.24%
$377K - $430K
5.67K $1.43M
Feb 09, 2022 Q4 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-1.77K
- 23.12%
$388K - $443K
5.89K $1.48M
Feb 15, 2022 Q4 2021
Svb Wealth LLC

Boston, MA
SELL
 -
-1.83K
Closed
$401K - $459K
0 $0
Feb 10, 2022 Q4 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-2.07K
- 23.81%
$454K - $518K
6.62K $1.67M
Feb 10, 2022 Q4 2021
Flagship Harbor Advisors, LLC

SELL
 -
-2.19K
- 32.36%
$479K - $547K
4.57K $1.15M
Feb 14, 2022 Q4 2021
Loveless Wealth Management LLC

SELL
 -
-2.26K
Closed
$494K - $565K
0 $0
Feb 10, 2022 Q4 2021
Citigroup Inc

SELL
 -
-2.33K
- 6.26%
$511K - $584K
34.9K $8.8M
Feb 11, 2022 Q4 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-2.7K
Closed
$592K - $676K
0 $0
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

SELL
 -
-2.76K
Closed
$606K - $692K
0 $0
Feb 14, 2022 Q4 2021
Ciovacco Capital Management LLC

Atlanta, GA
SELL
 -
-2.79K
- 33.39%
$611K - $698K
5.56K $1.4M
Jan 10, 2022 Q4 2021
Murphy Capital Management Inc

SELL
 -
-2.81K
- 4.02%
$617K - $705K
67.2K $16.9M
Feb 02, 2022 Q4 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-3.13K
- 13.17%
$685K - $783K
20.6K $5.2M
Jan 26, 2022 Q4 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-3.18K
Closed
$696K - $796K
0 $0

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