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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
242
shares
|
$63,636
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
239
shares
|
$62,847
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
233
shares
|
$61,269
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
230
shares
|
$60,480
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
230
shares
|
$60,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
230
shares
|
$60,480
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
215
shares
|
$56,536
0.0% of portfolio
|
Q3 2024
Added 27.98%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
211
shares
|
$55,484
0.01% of portfolio
|
Q3 2022
Reduced 53.11%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
206
shares
|
$54,169
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
200
shares
|
$52,591
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$52,591
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
196
shares
|
$51,540
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
191
shares
|
$50,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
190
shares
|
$49,962
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
188
shares
|
$49,436
0.0% of portfolio
|
Q3 2018
Reduced 19.31%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
180
shares
|
$47,332
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
174
shares
|
$45,755
0.0% of portfolio
|
Q1 2024
Added 34.88%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
167
shares
|
$43,914
0.01% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
163
shares
|
$42,862
0.0% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
156
shares
|
$41,021
0.01% of portfolio
|
Q4 2021
Added 38.05%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
155
shares
|
$40,758
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
155
shares
|
$40,758
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
155
shares
|
$40,758
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
154
shares
|
$40,495
0.01% of portfolio
|
Q2 2024
Added 2980.0%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
150
shares
|
$39,444
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|