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 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-228- 10.41% |
$27.9K - $44.6K
|
1.96K
$474K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-228- 15.29% |
$27.9K - $44.6K
|
1.26K
$305K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-229- 7.3% |
$28K - $44.8K
|
2.91K
$703K
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-238- 12.21% |
$29.1K - $46.5K
|
1.71K
$413K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-241- 8.18% |
$29.5K - $47.1K
|
2.7K
$653K
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-249- 6.47% |
$30.4K - $48.7K
|
3.6K
$868K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-250- 55.56% |
$30.6K - $48.9K
|
200
$48.3K
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-250- 2.21% |
$30.6K - $48.9K
|
11.1K
$2.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-256- 13.08% |
$31.3K - $50.1K
|
1.7K
$411K
|
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-260- 2.35% |
$31.8K - $50.8K
|
10.8K
$2.61M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-265- 72.6% |
$32.4K - $51.8K
|
100
$24.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-274- 1.93% |
$33.5K - $53.6K
|
13.9K
$3.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-296- 3.13% |
$36.2K - $57.9K
|
9.15K
$2.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 26.29% |
$36.7K - $58.7K
|
841
$203K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-304- 9.3% |
$37.2K - $59.4K
|
2.97K
$716K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-305- 22.64% |
$37.3K - $59.6K
|
1.04K
$252K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-310Closed |
$37.9K - $60.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-310- 10.88% |
$37.9K - $60.6K
|
2.54K
$613K
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-315- 6.56% |
$38.5K - $61.6K
|
4.48K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-326- 6.62% |
$39.8K - $63.7K
|
4.6K
$1.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-337- 6.06% |
$41.2K - $65.9K
|
5.23K
$1.26M
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-379- 6.64% |
$46.3K - $74.1K
|
5.33K
$1.29M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-379- 14.25% |
$46.3K - $74.1K
|
2.28K
$551K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-379- 14.25% |
$46.3K - $74.1K
|
2.28K
$551K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-386- 2.8% |
$47.2K - $75.5K
|
13.4K
$3.24M
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
SELL
|
- |
-407- 1.36% |
$49.7K - $79.6K
|
29.4K
$7.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-412- 37.97% |
$50.4K - $80.6K
|
673
$162K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-412- 41.83% |
$50.4K - $80.6K
|
573
$138K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-415- 18.15% |
$50.7K - $81.1K
|
1.87K
$452K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-420- 1.61% |
$51.3K - $82.1K
|
25.7K
$6.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-430- 18.51% |
$52.6K - $84.1K
|
1.89K
$457K
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-441- 8.61% |
$53.9K - $86.2K
|
4.68K
$1.13M
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-449- 1.22% |
$54.9K - $87.8K
|
36.2K
$8.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-450Closed |
$55K - $88K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-467- 9.94% |
$57.1K - $91.3K
|
4.23K
$1.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-474- 12.67% |
$57.9K - $92.7K
|
3.27K
$789K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-482- 6.59% |
$58.9K - $94.2K
|
6.83K
$1.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-492- 4.57% |
$60.1K - $96.2K
|
10.3K
$2.48M
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-492- 5.2% |
$60.1K - $96.2K
|
8.96K
$2.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-498- 6.13% |
$60.9K - $97.4K
|
7.62K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-499- 20.1% |
$61K - $97.6K
|
1.98K
$479K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-500- 40.55% |
$61.1K - $97.8K
|
733
$177K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-514- 12.33% |
$62.8K - $100K
|
3.65K
$882K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-515- 2.75% |
$62.9K - $101K
|
18.2K
$4.4M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-534- 1.45% |
$65.3K - $104K
|
36.4K
$8.78M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-545- 12.24% |
$66.6K - $107K
|
3.91K
$944K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-562- 33.31% |
$68.7K - $110K
|
1.13K
$272K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-570Closed |
$69.7K - $111K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-580- 25.9% |
$70.9K - $113K
|
1.66K
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-584- 12.41% |
$71.4K - $114K
|
4.12K
$995K
|