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 |
|---|---|---|---|---|---|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,685
shares
|
$704,033
0.43% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,626
shares
|
$688,563
0.09% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
2,598
shares
|
$681,221
0.19% of portfolio
|
Q3 2024
Reduced 20.45%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
2,586
shares
|
$678,075
0.29% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,549
shares
|
$668,373
0.0% of portfolio
|
Q3 2024
Reduced 93.46%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
2,543
shares
|
$666,800
0.48% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
2,538
shares
|
$665,488
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
2,532
shares
|
$663,915
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,529
shares
|
$663,129
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
2,521
shares
|
$661,031
0.24% of portfolio
|
Q1 2024
Reduced 22.34%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,513
shares
|
$658,933
0.05% of portfolio
|
Q3 2024
Reduced 30.71%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,507
shares
|
$657,360
0.04% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,470
shares
|
$647,658
0.01% of portfolio
|
Q1 2023
Reduced 24.0%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,461
shares
|
$645,298
0.01% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
2,461
shares
|
$645,298
0.3% of portfolio
|
Q4 2024
Reduced 12.76%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,438
shares
|
$639,267
0.02% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,432
shares
|
$637,694
0.01% of portfolio
|
Q4 2024
Added 87.8%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,416
shares
|
$633,499
0.04% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,403
shares
|
$630,090
0.44% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,379
shares
|
$623,797
0.02% of portfolio
|
Q4 2024
Added 73.52%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,333
shares
|
$611,735
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
2,318
shares
|
$607,802
0.15% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,282
shares
|
$598,363
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,245
shares
|
$588,661
0.01% of portfolio
|
Q3 2022
Reduced 19.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,238
shares
|
$586,825
0.01% of portfolio
|
Q3 2024
Added 88.23%
|