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 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.28KClosed |
$278K - $445K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.32K- 80.08% |
$283K - $453K
|
576
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 20.14% |
$284K - $455K
|
9.23K
$2.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.33K- 8.82% |
$285K - $456K
|
24.1K
$6.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.4KClosed |
$293K - $469K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.4KClosed |
$293K - $469K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.43KClosed |
$297K - $475K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.43K- 36.71% |
$297K - $475K
|
4.19K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.45K- 14.05% |
$300K - $479K
|
15K
$3.77M
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.5KClosed |
$306K - $489K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.62KClosed |
$321K - $513K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.79K- 14.45% |
$341K - $545K
|
16.5K
$4.16M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.84K- 15.32% |
$347K - $554K
|
15.7K
$3.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.84K- 12.64% |
$347K - $555K
|
19.6K
$4.94M
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.01K- 23.03% |
$368K - $589K
|
10.1K
$2.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.06K- 82.51% |
$374K - $598K
|
648
$163K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-3.12K- 4.97% |
$382K - $611K
|
59.7K
$15M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-3.17K- 72.38% |
$388K - $620K
|
1.21K
$305K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-3.23KClosed |
$394K - $631K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-3.32K- 38.18% |
$406K - $649K
|
5.38K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.37K- 30.58% |
$412K - $658K
|
7.65K
$1.92M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.37K- 13.64% |
$412K - $659K
|
21.4K
$5.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.43K- 1.92% |
$420K - $671K
|
175K
$44.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-3.57K- 42.47% |
$437K - $699K
|
4.84K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.64KClosed |
$445K - $712K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-3.68K- 97.79% |
$450K - $719K
|
83
$20.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.76K- 35.38% |
$460K - $735K
|
6.87K
$1.73M
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.78K- 50.56% |
$462K - $738K
|
3.69K
$929K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.49K- 10.59% |
$549K - $878K
|
38K
$9.55M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-4.51KClosed |
$551K - $882K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.82K- 23.62% |
$589K - $942K
|
15.6K
$3.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-5.17KClosed |
$632K - $1.01M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.37KClosed |
$657K - $1.05M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5.4K- 93.52% |
$660K - $1.05M
|
374
$94.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.74K- 11.54% |
$702K - $1.12M
|
44K
$11.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-6.34K- 2.91% |
$775K - $1.24M
|
212K
$53.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.35K- 15.18% |
$776K - $1.24M
|
35.5K
$8.92M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.41K- 18.84% |
$783K - $1.25M
|
27.6K
$6.94M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.45K- 3.2% |
$789K - $1.26M
|
195K
$49.1M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.88K- 74.67% |
$841K - $1.35M
|
2.34K
$588K
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.94KClosed |
$848K - $1.36M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.04KClosed |
$860K - $1.38M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.51K- 16.76% |
$918K - $1.47M
|
37.3K
$9.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.53K- 28.3% |
$921K - $1.47M
|
19.1K
$4.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.54K- 6.42% |
$922K - $1.47M
|
110K
$27.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.05K- 3.04% |
$984K - $1.57M
|
257K
$64.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9.64K- 17.16% |
$1.18M - $1.88M
|
46.5K
$11.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.74K- 27.16% |
$1.19M - $1.9M
|
26.1K
$6.57M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.82K- 70.27% |
$1.2M - $1.92M
|
4.15K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.6K- 27.33% |
$1.29M - $2.06M
|
28.1K
$7.06M
|