Purchases and Sales Made in Q2 2022 in First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN) during Q2 2022. 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 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-24- 0.6% |
$2.93K - $4.69K
|
4K
$1.05M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 3.36% |
$2.93K - $4.69K
|
690
$181K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-26- 34.21% |
$3.18K - $5.08K
|
50
$13.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-29- 1.45% |
$3.54K - $5.67K
|
1.97K
$518K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-34- 1.5% |
$4.16K - $6.65K
|
2.24K
$589K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-48Closed |
$5.87K - $9.38K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-49Closed |
$5.99K - $9.58K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-55- 1.49% |
$6.72K - $10.8K
|
3.65K
$959K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-62- 5.0% |
$7.58K - $12.1K
|
1.18K
$310K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-65- 1.93% |
$7.94K - $12.7K
|
3.3K
$867K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-65- 0.78% |
$7.94K - $12.7K
|
8.31K
$2.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-66- 3.2% |
$8.07K - $12.9K
|
2K
$526K
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-67- 1.5% |
$8.19K - $13.1K
|
4.4K
$1.16M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-67Closed |
$8.19K - $13.1K
|
0
$0
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-75- 4.47% |
$9.17K - $14.7K
|
1.6K
$421K
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-88- 3.33% |
$10.8K - $17.2K
|
2.56K
$672K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-91- 1.65% |
$11.1K - $17.8K
|
5.44K
$1.43M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-96- 65.75% |
$11.7K - $18.8K
|
50
$13.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-97- 4.69% |
$11.9K - $19K
|
1.97K
$519K
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-97- 6.34% |
$11.9K - $19K
|
1.43K
$377K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-100- 35.71% |
$12.2K - $19.6K
|
180
$47.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-100Closed |
$12.2K - $19.6K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-115- 52.75% |
$14.1K - $22.5K
|
103
$27.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-118- 18.79% |
$14.4K - $23.1K
|
510
$134K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-124Closed |
$15.2K - $24.2K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-124- 4.84% |
$15.2K - $24.2K
|
2.44K
$641K
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-125- 20.49% |
$15.3K - $24.4K
|
485
$128K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-130Closed |
$15.9K - $25.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-136- 0.85% |
$16.6K - $26.6K
|
15.8K
$4.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-138Closed |
$16.9K - $27K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-140- 1.56% |
$17.1K - $27.4K
|
8.83K
$2.32M
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-145- 5.08% |
$17.7K - $28.3K
|
2.71K
$712K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-148- 30.96% |
$18.1K - $28.9K
|
330
$86.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-154- 29.33% |
$18.8K - $30.1K
|
371
$97.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-158- 0.88% |
$19.3K - $30.9K
|
17.8K
$4.68M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-160Closed |
$19.6K - $31.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-168- 70.29% |
$20.5K - $32.8K
|
71
$18.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-176- 17.44% |
$21.5K - $34.4K
|
833
$219K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-180- 3.89% |
$22K - $35.2K
|
4.45K
$1.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-189- 2.05% |
$23.1K - $37K
|
9.04K
$2.38M
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-189- 1.51% |
$23.1K - $37K
|
12.3K
$3.24M
|
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-192- 1.73% |
$23.5K - $37.5K
|
10.9K
$2.87M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-200- 3.07% |
$24.4K - $39.1K
|
6.31K
$1.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-210- 2.65% |
$25.7K - $41.1K
|
7.71K
$2.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-211- 35.95% |
$25.8K - $41.3K
|
376
$98.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-214- 36.71% |
$26.2K - $41.8K
|
369
$97K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-220- 2.15% |
$26.9K - $43K
|
10K
$2.64M
|
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-222- 8.56% |
$27.1K - $43.4K
|
2.37K
$623K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-228- 2.13% |
$27.9K - $44.6K
|
10.5K
$2.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-228- 10.41% |
$27.9K - $44.6K
|
1.96K
$516K
|