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 565 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
1,498
shares
|
$393,914
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,485
shares
|
$390,495
0.0% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,470
shares
|
$386,551
0.05% of portfolio
|
Q4 2024
Reduced 56.08%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
1,468
shares
|
$386,025
0.13% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,452
shares
|
$381,817
0.01% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,450
shares
|
$381,291
0.1% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
1,426
shares
|
$374,980
0.16% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,422
shares
|
$373,929
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
1,420
shares
|
$373,403
0.19% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,418
shares
|
$372,877
0.07% of portfolio
|
Q4 2024
Added 20.99%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,413
shares
|
$371,562
0.02% of portfolio
|
Q4 2023
Added 6.08%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
1,386
shares
|
$364,462
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
1,373
shares
|
$361,044
0.2% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,370
shares
|
$360,255
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,363
shares
|
$358,414
0.03% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
1,363
shares
|
$358,414
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,353
shares
|
$355,784
0.04% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,351
shares
|
$355,258
0.07% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,347
shares
|
$354,207
0.05% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,347
shares
|
$354,207
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,344
shares
|
$353,418
0.0% of portfolio
|
Q3 2024
Added 21.63%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,340
shares
|
$352,366
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,322
shares
|
$347,633
0.04% of portfolio
|
Q4 2024
Reduced 23.94%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,319
shares
|
$346,844
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
1,314
shares
|
$345,529
0.19% of portfolio
|
Q3 2024
Reduced 6.08%
|