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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-595- 20.86% |
$72.7K - $116K
|
2.26K
$568K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-601- 6.49% |
$73.5K - $118K
|
8.66K
$2.18M
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-608- 6.1% |
$74.3K - $119K
|
9.37K
$2.36M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-619- 10.67% |
$75.7K - $121K
|
5.18K
$1.3M
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-629- 1.73% |
$76.9K - $123K
|
35.8K
$9.01M
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-647- 4.28% |
$79.1K - $126K
|
14.5K
$3.64M
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-675- 12.54% |
$82.5K - $132K
|
4.71K
$1.18M
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-712- 1.28% |
$87K - $139K
|
55.1K
$13.9M
|
|
Oct 13, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-719- 19.1% |
$87.9K - $141K
|
3.05K
$766K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-720- 2.14% |
$88K - $141K
|
32.9K
$8.28M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-737- 0.35% |
$90.1K - $144K
|
212K
$53.5M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-799- 6.36% |
$97.7K - $156K
|
11.8K
$2.96M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-851- 3.53% |
$104K - $166K
|
23.3K
$5.86M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-866- 30.68% |
$106K - $169K
|
1.96K
$493K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-891- 14.62% |
$109K - $174K
|
5.2K
$1.31M
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-892- 22.03% |
$109K - $174K
|
3.16K
$795K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-922- 6.14% |
$113K - $180K
|
14.1K
$3.54M
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-934- 31.11% |
$114K - $183K
|
2.07K
$520K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.03K- 3.55% |
$126K - $202K
|
28.1K
$7.06M
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.04K- 5.95% |
$127K - $203K
|
16.4K
$4.13M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.05K- 8.8% |
$128K - $205K
|
10.9K
$2.74M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.06K- 39.41% |
$129K - $206K
|
1.62K
$408K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.08KClosed |
$132K - $211K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.08KClosed |
$132K - $212K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.1KClosed |
$134K - $215K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-1.13K- 67.22% |
$138K - $221K
|
550
$138K
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.14KClosed |
$139K - $222K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.15KClosed |
$140K - $224K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.15KClosed |
$140K - $224K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.15KClosed |
$141K - $225K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.18K- 10.86% |
$144K - $230K
|
9.66K
$2.43M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.18KClosed |
$144K - $230K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.19KClosed |
$145K - $232K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.19KClosed |
$146K - $233K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.19KClosed |
$146K - $233K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.2KClosed |
$147K - $235K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.2K- 18.97% |
$147K - $235K
|
5.13K
$1.29M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.2K- 8.96% |
$147K - $235K
|
12.2K
$3.07M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.21KClosed |
$147K - $236K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.22KClosed |
$149K - $238K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
$151K - $241K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.24KClosed |
$152K - $242K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.24KClosed |
$152K - $243K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.25K- 10.29% |
$152K - $244K
|
10.9K
$2.73M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.25KClosed |
$153K - $244K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.26KClosed |
$154K - $246K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.27KClosed |
$155K - $248K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.29KClosed |
$157K - $251K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-1.29KClosed |
$157K - $252K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-1.29KClosed |
$157K - $252K
|
0
$0
|