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 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.29KClosed |
$158K - $252K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.3K- 33.32% |
$159K - $254K
|
2.6K
$683K
|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.3KClosed |
$159K - $254K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.3KClosed |
$159K - $255K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.3KClosed |
$159K - $255K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.3K- 32.32% |
$159K - $255K
|
2.73K
$718K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.32KClosed |
$162K - $258K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.33KClosed |
$163K - $261K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.36KClosed |
$166K - $266K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.36KClosed |
$167K - $267K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.37KClosed |
$167K - $268K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.37KClosed |
$167K - $268K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.37KClosed |
$168K - $268K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.38KClosed |
$168K - $269K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.38KClosed |
$169K - $270K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.4KClosed |
$172K - $274K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.44KClosed |
$176K - $281K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.47K- 36.97% |
$180K - $287K
|
2.51K
$659K
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-1.52KClosed |
$186K - $298K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.52KClosed |
$186K - $298K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.53K- 35.82% |
$186K - $298K
|
2.73K
$718K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.57K- 13.51% |
$192K - $308K
|
10.1K
$2.65M
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-1.59KClosed |
$194K - $310K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.59K- 6.15% |
$194K - $311K
|
24.2K
$6.37M
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.61KClosed |
$196K - $314K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.62KClosed |
$198K - $316K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.63KClosed |
$199K - $318K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.65K- 38.83% |
$201K - $322K
|
2.6K
$682K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.66K- 16.48% |
$203K - $324K
|
8.41K
$2.21M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.67KClosed |
$204K - $326K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.69K- 10.62% |
$207K - $331K
|
14.2K
$3.74M
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.69KClosed |
$207K - $331K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.7K- 12.97% |
$208K - $332K
|
11.4K
$3M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.73K- 12.63% |
$211K - $337K
|
11.9K
$3.14M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.77KClosed |
$217K - $347K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.8KClosed |
$221K - $353K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.82KClosed |
$223K - $356K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.86KClosed |
$227K - $363K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.88K- 20.61% |
$230K - $367K
|
7.24K
$1.9M
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.9KClosed |
$232K - $372K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.94K- 25.67% |
$237K - $379K
|
5.62K
$1.48M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.03K- 11.44% |
$248K - $397K
|
15.7K
$4.13M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.03K- 11.44% |
$248K - $397K
|
15.7K
$4.13M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.06KClosed |
$252K - $403K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.09KClosed |
$255K - $408K
|
0
$0
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.12K- 8.97% |
$259K - $415K
|
21.5K
$5.66M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.14K- 16.27% |
$262K - $419K
|
11K
$2.9M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.19KClosed |
$268K - $428K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.22KClosed |
$271K - $434K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 3.05% |
$276K - $442K
|
71.8K
$18.9M
|