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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
93,918
shares
|
$24.7 Million
0.34% of portfolio
|
Q2 2024
Added 16.72%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
93,432
shares
|
$24.6 Million
0.3% of portfolio
|
Q3 2024
Added 6655.75%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
91,661
shares
|
$24.1 Million
0.4% of portfolio
|
Q2 2024
Added 5.7%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
87,502
shares
|
$23 Million
2.28% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
86,064
shares
|
$22.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
85,889
shares
|
$22.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
70,295
shares
|
$18.5 Million
0.08% of portfolio
|
Q3 2024
Added 530.56%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
69,500
shares
|
$18.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 47.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
68,134
shares
|
$17.9 Million
0.0% of portfolio
|
Q3 2024
Added 19.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
66,201
shares
|
$17.4 Million
0.04% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
64,810
shares
|
$17 Million
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
62,209
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.35%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
59,743
shares
|
$15.7 Million
1.05% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
57,000
shares
|
$15 Million
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
54,248
shares
|
$14.3 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
51,842
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
50,903
shares
|
$13.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
48,570
shares
|
$12.8 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
46,156
shares
|
$12.1 Million
0.63% of portfolio
|
Q3 2024
Added 22.62%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
44,983
shares
|
$11.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
44,594
shares
|
$11.7 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
43,387
shares
|
$11.4 Million
1.15% of portfolio
|
Q4 2024
Reduced 17.34%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
43,221
shares
|
$11.4 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.1%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
42,799
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
42,374
shares
|
$11.1 Million
0.24% of portfolio
|
Q3 2024
Added 1027.57%
|