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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
1,303
shares
|
$342,636
0.07% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,282
shares
|
$337,114
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,269
shares
|
$333,696
0.08% of portfolio
|
Q1 2024
Reduced 10.76%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
1,268
shares
|
$333,433
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
1,263
shares
|
$332,118
0.0% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,252
shares
|
$329,225
0.0% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,244
shares
|
$327,122
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 28, 2025 Q4 2024 |
1,235
shares
|
$324,755
0.22% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
1,234
shares
|
$324,492
0.08% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
1,234
shares
|
$324,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,225
shares
|
$322,126
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1,224
shares
|
$321,863
0.02% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,214
shares
|
$319,233
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
1,198
shares
|
$315,026
0.1% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
1,197
shares
|
$314,763
0.13% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
1,187
shares
|
$312,133
0.08% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
1,173
shares
|
$308,452
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,160
shares
|
$305,033
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
1,157
shares
|
$304,244
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,136
shares
|
$298,722
0.06% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,129
shares
|
$296,881
0.02% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,122
shares
|
$295,041
0.12% of portfolio
|
Q3 2023
Added 4.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,118
shares
|
$293,989
0.0% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,113
shares
|
$292,674
0.02% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,104
shares
|
$290,307
0.0% of portfolio
|
Q2 2024
Reduced 6.84%
|