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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$289,256
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
1,099
shares
|
$288,993
0.02% of portfolio
|
Q3 2024
Reduced 39.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
1,095
shares
|
$287,941
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
1,095
shares
|
$287,941
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
1,070
shares
|
$281,367
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,070
shares
|
$281,367
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
1,063
shares
|
$279,526
0.12% of portfolio
|
Q4 2024
Reduced 19.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,063
shares
|
$279,526
0.03% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
1,056
shares
|
$277,685
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,046
shares
|
$275,056
0.05% of portfolio
|
Q4 2024
Reduced 22.23%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
1,041
shares
|
$273,741
0.09% of portfolio
|
Q1 2024
Reduced 33.78%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
1,039
shares
|
$273,215
0.01% of portfolio
|
Q4 2024
Reduced 83.18%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,029
shares
|
$270,585
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,011
shares
|
$265,852
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,005
shares
|
$264,274
0.02% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$262,960
0.09% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$262,960
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$262,960
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$262,960
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
981
shares
|
$257,963
0.09% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
970
shares
|
$255,071
0.01% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
955
shares
|
$251,126
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
945
shares
|
$248,497
0.0% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
931
shares
|
$244,815
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
893
shares
|
$234,823
0.02% of portfolio
|
Q4 2024
Added 2.88%
|