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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
47
shares
|
$12,359
0.0% of portfolio
|
Q2 2024
Reduced 48.35%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
46
shares
|
$12,096
0.0% of portfolio
|
Q2 2023
Reduced 57.8%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
46
shares
|
$12,096
0.0% of portfolio
|
Q1 2022
Reduced 58.93%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
45
shares
|
$11,833
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
44
shares
|
$11,570
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
44
shares
|
$11,570
0.0% of portfolio
|
Q4 2024
Reduced 95.69%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
39
shares
|
$10,255
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
37
shares
|
$9,729
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36
shares
|
$9,466
0.0% of portfolio
|
Q1 2024
Reduced 57.14%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
36
shares
|
$9,466
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$7,888
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
26
shares
|
$6,836
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
25
shares
|
$6,573
0.0% of portfolio
|
Q2 2022
Added 2400.0%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
25
shares
|
$6,573
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
25
shares
|
$6,573
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
25
shares
|
$6,573
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
24
shares
|
$6,311
0.0% of portfolio
|
Q3 2024
Reduced 66.2%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24
shares
|
$6,311
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
23
shares
|
$6,048
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
20
shares
|
$5,259
0.0% of portfolio
|
Q2 2024
Reduced 95.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
20
shares
|
$5,259
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15
shares
|
$3,944
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
15
shares
|
$3,944
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
12
shares
|
$3,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
10
shares
|
$2,629
0.0% of portfolio
|
Q4 2023
Reduced 86.49%
|