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 10, 2021
Q2 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.25KClosed |
$682K - $801K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Rollins Financial
|
SELL
|
- |
-3.68K- 3.94% |
$773K - $907K
|
89.7K
$21M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.68KClosed |
$774K - $908K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.73K- 56.53% |
$783K - $919K
|
2.87K
$671K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.74K- 20.25% |
$785K - $922K
|
14.7K
$3.45M
|
|
Aug 05, 2021
Q2 2021
|
Grant
|
SELL
|
- |
-3.79K- 9.49% |
$797K - $935K
|
36.2K
$8.47M
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.82K- 29.96% |
$803K - $943K
|
8.94K
$2.09M
|
|
Aug 13, 2021
Q2 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.83K- 18.86% |
$805K - $945K
|
16.5K
$3.86M
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.89KClosed |
$816K - $958K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-4.29KClosed |
$901K - $1.06M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.3KClosed |
$903K - $1.06M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.35KClosed |
$913K - $1.07M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.42K- 6.43% |
$929K - $1.09M
|
64.3K
$15.1M
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.47KClosed |
$938K - $1.1M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.92K- 60.92% |
$1.03M - $1.21M
|
3.15K
$738K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.53K- 10.96% |
$1.16M - $1.36M
|
44.9K
$10.5M
|
|
Aug 16, 2021
Q2 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-5.6KClosed |
$1.18M - $1.38M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-5.91KClosed |
$1.24M - $1.46M
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.92K- 27.95% |
$1.24M - $1.46M
|
15.3K
$3.57M
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6.08K- 88.13% |
$1.28M - $1.5M
|
819
$192K
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-6.32KClosed |
$1.33M - $1.56M
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
E&G Advisors, LP
|
SELL
|
- |
-7.82KClosed |
$1.64M - $1.93M
|
0
$0
|
|
Nov 14, 2024
Q2 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-8.29K- 21.47% |
$1.74M - $2.04M
|
30.3K
$7.1M
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.69K- 33.34% |
$1.83M - $2.14M
|
17.4K
$4.07M
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.98KClosed |
$1.89M - $2.21M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.12K- 50.75% |
$1.92M - $2.25M
|
8.85K
$2.07M
|
|
Aug 16, 2021
Q2 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-9.24K- 60.76% |
$1.94M - $2.28M
|
5.97K
$1.4M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.25KClosed |
$1.94M - $2.28M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Peterson Wealth Management
|
SELL
|
- |
-10.1KClosed |
$2.11M - $2.48M
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Churchill Management Corp
|
SELL
|
- |
-11.3K- 5.98% |
$2.37M - $2.78M
|
177K
$41.4M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.8K- 56.38% |
$2.47M - $2.9M
|
9.09K
$2.13M
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-12K- 6.32% |
$2.53M - $2.97M
|
178K
$41.8M
|
|
Aug 02, 2021
Q2 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-12.9K- 8.08% |
$2.71M - $3.18M
|
147K
$34.4M
|
|
Jul 14, 2021
Q2 2021
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-13.6KClosed |
$2.85M - $3.35M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-13.8K- 58.42% |
$2.9M - $3.41M
|
9.84K
$2.3M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15K- 50.96% |
$3.16M - $3.71M
|
14.5K
$3.39M
|
|
Aug 16, 2021
Q2 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-15.2KClosed |
$3.18M - $3.74M
|
0
$0
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.5K- 82.22% |
$3.25M - $3.82M
|
3.35K
$784K
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-15.6K- 80.03% |
$3.28M - $3.85M
|
3.89K
$912K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.6K- 32.06% |
$3.91M - $4.59M
|
39.5K
$9.24M
|
|
Aug 11, 2021
Q2 2021
|
Barings LLC
|
SELL
|
- |
-18.8K- 58.7% |
$3.94M - $4.62M
|
13.2K
$3.09M
|
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-20.2K- 39.26% |
$4.25M - $4.98M
|
31.3K
$7.32M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-22.5K- 62.94% |
$4.72M - $5.54M
|
13.2K
$3.1M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-22.7K- 9.55% |
$4.77M - $5.6M
|
215K
$50.4M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.6K- 9.32% |
$5.58M - $6.55M
|
259K
$60.6M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27.9K- 85.54% |
$5.86M - $6.88M
|
4.72K
$1.11M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30.5K- 35.07% |
$6.4M - $7.51M
|
56.4K
$13.2M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.4K- 7.75% |
$6.59M - $7.73M
|
373K
$87.3M
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-40KClosed |
$8.4M - $9.86M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-43.5KClosed |
$9.13M - $10.7M
|
0
$0
|