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 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
100+ 5.13% |
$21K - $24.7K
|
2.05K
$480K
|
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 1.37% |
$21K - $24.7K
|
7.4K
$1.73M
|
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
89+ 6.34% |
$18.7K - $21.9K
|
1.49K
$349K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
74New |
$15.5K - $18.2K
|
74
$17.3K
|
|
|
Aug 16, 2021
Q2 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
72+ 2.68% |
$15.1K - $17.8K
|
2.76K
$646K
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70+ 0.42% |
$14.7K - $17.3K
|
16.9K
$3.95M
|
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
67+ 1.09% |
$14.1K - $16.5K
|
6.23K
$1.46M
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
65+ 3.83% |
$13.7K - $16K
|
1.76K
$413K
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
65+ 4.27% |
$13.7K - $16K
|
1.59K
$372K
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
62+ 2.25% |
$13K - $15.3K
|
2.82K
$661K
|
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
62+ 2.72% |
$13K - $15.3K
|
2.34K
$549K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
57+ 12.78% |
$12K - $14.1K
|
503
$118K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
50+ 39.06% |
$10.5K - $12.3K
|
178
$41.7K
|
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
42+ 84.0% |
$8.82K - $10.4K
|
92
$21.5K
|
|
|
Jul 06, 2021
Q2 2021
|
Somerset Trust CO
|
BUY
|
- |
38+ 0.12% |
$7.98K - $9.37K
|
31.6K
$7.39M
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
36+ 3.09% |
$7.56K - $8.88K
|
1.2K
$281K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
35+ 2.7% |
$7.35K - $8.63K
|
1.33K
$311K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29+ 2.29% |
$6.09K - $7.15K
|
1.3K
$303K
|
|
|
Jul 20, 2021
Q2 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
26+ 0.22% |
$5.46K - $6.41K
|
12K
$2.82M
|
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
26+ 1.38% |
$5.46K - $6.41K
|
1.92K
$448K
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
24New |
$5.04K - $5.92K
|
24
$5.62K
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
16+ 1.75% |
$3.36K - $3.95K
|
931
$218K
|
|
|
Aug 09, 2021
Q2 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
15+ 0.8% |
$3.15K - $3.7K
|
1.89K
$443K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14+ 1.09% |
$2.94K - $3.45K
|
1.29K
$303K
|
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
13+ 0.95% |
$2.73K - $3.21K
|
1.38K
$323K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.05% |
$2.73K - $3.21K
|
23.8K
$5.58M
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 2.75% |
$2.31K - $2.71K
|
411
$96.3K
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10+ 1.04% |
$2.1K - $2.47K
|
967
$226K
|
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10New |
$2.1K - $2.47K
|
10
$2.34K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8+ 0.2% |
$1.68K - $1.97K
|
4.02K
$942K
|
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8New |
$1.68K - $1.97K
|
8
$1.87K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 0.26% |
$1.26K - $1.48K
|
2.27K
$532K
|
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
5New |
$1.05K - $1.23K
|
5
$1.17K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5New |
$1.05K - $1.23K
|
5
$1.17K
|
|
|
Aug 10, 2021
Q2 2021
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.2% |
$630 - $740
|
1.5K
$351K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.14% |
$630 - $740
|
2.09K
$489K
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 0.06% |
$420 - $493
|
3.44K
$806K
|
|
|
Aug 13, 2021
Q2 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.04% |
$210 - $247
|
2.59K
$606K
|
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1- 4.76% |
$210 - $247
|
20
$4.68K
|
|
|
Aug 26, 2021
Q2 2021
|
Comerica Bank
|
SELL
|
- |
-3- 0.09% |
$630 - $740
|
3.16K
$740K
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6- 0.23% |
$1.26K - $1.48K
|
2.63K
$615K
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6- 0.31% |
$1.26K - $1.48K
|
1.95K
$457K
|
|
|
Jul 19, 2021
Q2 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-8- 0.29% |
$1.68K - $1.97K
|
2.71K
$634K
|
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9- 0.81% |
$1.89K - $2.22K
|
1.11K
$259K
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-9- 0.61% |
$1.89K - $2.22K
|
1.48K
$346K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-10- 90.91% |
$2.1K - $2.47K
|
1
$234
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-10- 0.09% |
$2.1K - $2.47K
|
11K
$2.57M
|