Institutional Ownership First Tr Fd Dow Jones (FDN)
This table provides information about the institutional ownership of First Tr Fd Dow Jones (FDN). We have compiled data on the 583 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,403
shares
|
$892,300
0.01% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,383
shares
|
$887,056
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
3,372
shares
|
$884,172
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,357
shares
|
$880,238
0.13% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,325
shares
|
$871,848
0.06% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,282
shares
|
$860,573
0.21% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
3,269
shares
|
$857,164
0.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,173
shares
|
$831,992
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,158
shares
|
$828,059
0.09% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,011
shares
|
$789,514
0.02% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
2,999
shares
|
$786,367
0.06% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,998
shares
|
$786,105
0.02% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,945
shares
|
$772,208
0.09% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,933
shares
|
$769,061
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
2,928
shares
|
$767,750
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,887
shares
|
$757,000
0.07% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
2,875
shares
|
$753,853
0.3% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,839
shares
|
$744,414
0.15% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,821
shares
|
$739,694
0.02% of portfolio
|
Q2 2020
Added 19.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,782
shares
|
$729,468
0.03% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,775
shares
|
$727,632
0.05% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,765
shares
|
$725,010
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,760
shares
|
$723,699
0.1% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,719
shares
|
$712,948
0.07% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$707,967
0.13% of portfolio
|
Q3 2024
New holding
|