Purchases and Sales Made in Q2 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 Q2 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
Sep 13, 2021 Q2 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
9.11M
New
$1.91B - $2.25B
9.11M $2.13B
Aug 16, 2021 Q2 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
570K
New
$120M - $140M
570K $133M
Aug 13, 2021 Q2 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
108K
+ 12.95%
$22.6M - $26.6M
939K $220M
Aug 13, 2021 Q2 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
75.6K
+ 24386.13%
$15.9M - $18.6M
75.9K $17.8M
Aug 13, 2021 Q2 2021
Barclays PLC

London, X0
BUY
 -
62.5K
+ 2997.51%
$13.1M - $15.4M
64.6K $15.1M
Aug 16, 2021 Q2 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
61.3K
+ 19.24%
$12.9M - $15.1M
380K $88.9M
Aug 16, 2021 Q2 2021
Credit Suisse Ag

Zurich, V8
BUY
 -
29.2K
+ 2410.88%
$6.14M - $7.21M
30.5K $7.13M
Aug 02, 2021 Q2 2021
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
27.6K
New
$5.8M - $6.81M
27.6K $6.47M
Jul 23, 2021 Q2 2021
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
27K
New
$5.67M - $6.65M
27K $6.32M
Jul 20, 2021 Q2 2021
Searcy Financial Services Inc

BUY
 -
25.8K
New
$5.42M - $6.36M
25.8K $6.04M
Aug 13, 2021 Q2 2021
Prudential PLC

London, England, X0
BUY
 -
22K
New
$4.61M - $5.42M
22K $5.14M
Jul 16, 2021 Q2 2021
Sterling Manor Financial, LLC

BUY
 -
15.9K
New
$3.35M - $3.93M
15.9K $3.73M
Aug 16, 2021 Q2 2021
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
14.7K
+ 19.18%
$3.09M - $3.63M
91.3K $21.4M
Aug 13, 2021 Q2 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
13.9K
New
$2.92M - $3.42M
13.9K $3.25M
Aug 12, 2021 Q2 2021
Blair William & CO

Chicago, IL
BUY
 -
12.3K
+ 630.2%
$2.57M - $3.02M
14.2K $3.32M
Jul 21, 2021 Q2 2021
Ae Wealth Management LLC

BUY
 -
11.9K
+ 38.34%
$2.51M - $2.94M
43.1K $10.1M
Aug 13, 2021 Q2 2021
Integrated Wealth Concepts LLC

BUY
 -
10.9K
+ 183.41%
$2.3M - $2.7M
16.9K $3.96M
Aug 13, 2021 Q2 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
9.38K
+ 4.37%
$1.97M - $2.31M
224K $52.4M
Mar 22, 2023 Q2 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
8.21K
+ 290.96%
$1.72M - $2.02M
11K $2.58M
Jul 29, 2021 Q2 2021
Avantax Advisory Services, Inc.

BUY
 -
7.87K
+ 21.65%
$1.65M - $1.94M
44.2K $10.4M
Aug 12, 2021 Q2 2021
Bank Of Montreal

Toronto, A6
BUY
 -
7.43K
New
$1.56M - $1.83M
7.43K $1.74M
Aug 12, 2021 Q2 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
7.12K
New
$1.49M - $1.75M
7.12K $1.67M
Jul 26, 2021 Q2 2021
Flagship Harbor Advisors, LLC

BUY
 -
6.75K
New
$1.42M - $1.67M
6.75K $1.58M
Aug 16, 2021 Q2 2021
First Trust Advisors LP

Wheaton, IL
BUY
 -
6.72K
+ 69.71%
$1.41M - $1.66M
16.4K $3.83M
Aug 11, 2021 Q2 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
6.38K
+ 9.67%
$1.34M - $1.57M
72.3K $16.9M
Jan 02, 2024 Q2 2021
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
6.21K
+ 20.02%
$1.3M - $1.53M
37.2K $8.71M
Aug 06, 2021 Q2 2021
Tamar Securities, LLC

BUY
 -
6.11K
+ 14.53%
$1.28M - $1.51M
48.2K $11.3M
Aug 13, 2021 Q2 2021
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
5.82K
New
$1.22M - $1.44M
5.82K $1.36M
Jan 27, 2023 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.56K
+ 12.04%
$1.17M - $1.37M
51.7K $12.1M
Aug 13, 2021 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5.56K
+ 12.04%
$1.17M - $1.37M
51.7K $12.1M
Jul 19, 2021 Q2 2021
Triumph Capital Management

BUY
 -
5.12K
New
$1.08M - $1.26M
5.12K $1.2M
Jul 29, 2021 Q2 2021
Wespac Advisors So Cal, LLC

BUY
 -
4.48K
+ 48.09%
$940K - $1.1M
13.8K $3.23M
Aug 10, 2021 Q2 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.19K
+ 2.71%
$880K - $1.03M
159K $37.2M
Jul 21, 2021 Q2 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
3.78K
New
$793K - $931K
3.78K $885K
Aug 09, 2021 Q2 2021
Ntv Asset Management LLC

BUY
 -
3.42K
+ 9.28%
$718K - $843K
40.3K $9.44M
Aug 02, 2021 Q2 2021
Pinnacle Associates LTD

BUY
 -
3.13K
+ 8.67%
$658K - $772K
39.2K $9.18M
Jul 27, 2021 Q2 2021
Capital Investment Advisory Services, LLC

BUY
 -
3.09K
New
$649K - $762K
3.09K $724K
Jul 30, 2021 Q2 2021
Clear Creek Financial Management, LLC

BUY
 -
2.54K
New
$533K - $626K
2.54K $594K
Aug 13, 2021 Q2 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.13K
+ 4.59%
$448K - $526K
48.6K $11.4M
Jul 20, 2021 Q2 2021
1900 Wealth Management LLC

BUY
 -
2.13K
New
$448K - $526K
2.13K $500K
Aug 13, 2021 Q2 2021
Transcend Capital Advisors, LLC

BUY
 -
2.1K
+ 154.6%
$441K - $518K
3.46K $810K
Aug 16, 2021 Q2 2021
Townsquare Capital LLC

BUY
 -
2.07K
New
$436K - $511K
2.07K $486K
Aug 11, 2021 Q2 2021
Commonwealth Equity Services, LLC

BUY
 -
2.07K
+ 0.85%
$434K - $510K
246K $57.5M
Aug 11, 2021 Q2 2021
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
2.02K
New
$425K - $498K
2.02K $473K
Aug 09, 2021 Q2 2021
Western Wealth Management, LLC

BUY
 -
1.97K
+ 16.24%
$415K - $487K
14.1K $3.31M
Aug 11, 2021 Q2 2021
Flaharty Asset Management, LLC

BUY
 -
1.97K
+ 1.97%
$413K - $485K
102K $23.9M
Aug 12, 2021 Q2 2021
Prospera Financial Services Inc

BUY
 -
1.95K
+ 11.36%
$409K - $480K
19.1K $4.47M
Aug 13, 2021 Q2 2021
Castle Rock Wealth Management, LLC

BUY
 -
1.9K
+ 26.75%
$399K - $469K
9K $2.11M
Aug 16, 2021 Q2 2021
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
1.7K
+ 0.75%
$356K - $418K
229K $53.6M

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