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 |
|---|---|---|---|---|---|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
1,817
shares
|
$476,435
0.19% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
1,814
shares
|
$475,648
0.14% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
1,788
shares
|
$468,831
0.19% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,785
shares
|
$468,044
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
1,756
shares
|
$460,440
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
1,755
shares
|
$460,178
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
1,739
shares
|
$455,983
0.06% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,737
shares
|
$455,458
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,736
shares
|
$455,196
0.01% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
1,724
shares
|
$452,050
0.06% of portfolio
|
Q4 2024
Reduced 50.01%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
1,723
shares
|
$451,787
0.1% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,722
shares
|
$451,525
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
1,718
shares
|
$450,476
0.11% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
1,714
shares
|
$449,427
0.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
1,705
shares
|
$447,068
0.19% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
1,705
shares
|
$447,068
0.02% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,692
shares
|
$443,659
0.0% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
1,651
shares
|
$432,908
0.03% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,643
shares
|
$430,811
0.06% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
1,627
shares
|
$426,615
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,608
shares
|
$421,633
0.0% of portfolio
|
Q3 2024
Added 4772.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,607
shares
|
$421,371
0.06% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,603
shares
|
$420,322
0.03% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
1,600
shares
|
$419,535
0.01% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,598
shares
|
$419,011
0.01% of portfolio
|
Q2 2024
Added 0.5%
|