Purchases and Sales Made in Q2 2021 in First Tr Fd Dow Jones (FDN)
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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.7KNew |
$356K - $418K
|
1.7K
$357K
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.61KNew |
$337K - $396K
|
1.61K
$338K
|
|
Aug 03, 2021
Q2 2021
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
1.51KNew |
$318K - $373K
|
1.51K
$318K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.51K+ 37.47% |
$318K - $373K
|
5.55K
$1.17M
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.47K+ 2.4% |
$308K - $362K
|
62.7K
$13.2M
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.4KNew |
$294K - $345K
|
1.4K
$295K
|
|
Aug 06, 2021
Q2 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.39KNew |
$291K - $342K
|
1.39K
$292K
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.37K+ 25.85% |
$288K - $338K
|
6.67K
$1.4M
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.35K+ 13.55% |
$283K - $332K
|
11.3K
$2.38M
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.26KNew |
$265K - $311K
|
1.26K
$266K
|
|
Aug 05, 2021
Q2 2021
|
Appleton Group, LLC
|
BUY
|
- |
1.22KNew |
$256K - $300K
|
1.22K
$256K
|
|
Jul 02, 2021
Q2 2021
|
Thomasville National Bank
|
BUY
|
- |
1.19KNew |
$250K - $293K
|
1.19K
$250K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.17K+ 71.14% |
$245K - $288K
|
2.81K
$590K
|
|
Jul 29, 2021
Q2 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.14KNew |
$238K - $280K
|
1.14K
$239K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
1.13K+ 205.09% |
$237K - $278K
|
1.68K
$353K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.09K+ 0.52% |
$228K - $268K
|
209K
$44M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.05K+ 12.47% |
$221K - $260K
|
9.51K
$2M
|
|
Aug 13, 2021
Q2 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
964New |
$203K - $238K
|
964
$203K
|
|
Aug 12, 2021
Q2 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
956+ 5.12% |
$201K - $236K
|
19.6K
$4.13M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
952+ 8.25% |
$200K - $235K
|
12.5K
$2.63M
|
|
Jul 19, 2021
Q2 2021
|
Wt Wealth Management
|
BUY
|
- |
944+ 11.86% |
$198K - $233K
|
8.9K
$1.87M
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
924New |
$194K - $228K
|
924
$195K
|
|
Jul 22, 2021
Q2 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
900New |
$189K - $222K
|
900
$189K
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
898+ 54.59% |
$189K - $221K
|
2.54K
$535K
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
894+ 3.47% |
$188K - $220K
|
26.7K
$5.61M
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
853New |
$179K - $210K
|
853
$180K
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
850New |
$179K - $210K
|
850
$179K
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
850New |
$179K - $210K
|
850
$179K
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
850New |
$179K - $210K
|
850
$179K
|
|
Aug 13, 2021
Q2 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
842New |
$177K - $208K
|
842
$177K
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
837New |
$176K - $206K
|
837
$176K
|
|
Aug 06, 2021
Q2 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
825New |
$173K - $203K
|
825
$174K
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
793+ 10.39% |
$167K - $196K
|
8.42K
$1.77M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
769+ 4.59% |
$162K - $190K
|
17.5K
$3.69M
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
762+ 8.79% |
$160K - $188K
|
9.43K
$1.98M
|
|
Aug 09, 2021
Q2 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
736+ 2.2% |
$155K - $181K
|
34.2K
$7.2M
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
734+ 26.1% |
$154K - $181K
|
3.55K
$746K
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
707+ 6.5% |
$149K - $174K
|
11.6K
$2.44M
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
706+ 4.85% |
$148K - $174K
|
15.3K
$3.21M
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
700+ 25.45% |
$147K - $173K
|
3.45K
$726K
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
691New |
$145K - $170K
|
691
$145K
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
667+ 12.87% |
$140K - $164K
|
5.85K
$1.23M
|
|
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
610+ 28.53% |
$128K - $150K
|
2.75K
$578K
|
|
Aug 13, 2021
Q2 2021
|
Holistic Financial Partners
|
BUY
|
- |
604+ 1.69% |
$127K - $149K
|
36.3K
$7.64M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
599New |
$126K - $148K
|
599
$126K
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
584New |
$123K - $144K
|
584
$123K
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
565New |
$119K - $139K
|
565
$119K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
500New |
$105K - $123K
|
500
$105K
|
|
Aug 10, 2021
Q2 2021
|
Fusion Capital, LLC
|
BUY
|
- |
498+ 12.05% |
$105K - $123K
|
4.63K
$975K
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
487+ 9.02% |
$102K - $120K
|
5.89K
$1.24M
|