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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
39,346
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2024
Added 2224.04%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
39,185
shares
|
$10.3 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
38,425
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 1716.78%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
38,198
shares
|
$10 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
36,911
shares
|
$9.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
36,014
shares
|
$9.47 Million
0.0% of portfolio
|
Q3 2024
Added 60.47%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
35,368
shares
|
$9.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
34,734
shares
|
$9.13 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
34,276
shares
|
$9.01 Million
0.01% of portfolio
|
Q3 2024
Added 60.04%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
33,627
shares
|
$8.84 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
33,338
shares
|
$8.77 Million
3.54% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
32,850
shares
|
$8.64 Million
1.86% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
31,373
shares
|
$8.25 Million
0.13% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
31,303
shares
|
$8.23 Million
0.0% of portfolio
|
Q3 2024
Added 628.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
31,122
shares
|
$8.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
29,991
shares
|
$7.89 Million
3.75% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
28,975
shares
|
$7.62 Million
0.56% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
27,089
shares
|
$7.12 Million
0.63% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
26,818
shares
|
$7.05 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
26,475
shares
|
$6.96 Million
1.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
26,305
shares
|
$6.92 Million
2.83% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
26,120
shares
|
$6.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
24,994
shares
|
$6.57 Million
3.79% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
24,121
shares
|
$6.34 Million
0.37% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
23,633
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2024
Added 1.67%
|