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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
23,611
shares
|
$6.21 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
23,254
shares
|
$6.11 Million
2.21% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
22,983
shares
|
$6.04 Million
3.11% of portfolio
|
Q3 2024
Added 87.43%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
21,621
shares
|
$5.69 Million
0.39% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
21,559
shares
|
$5.67 Million
0.67% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
21,512
shares
|
$5.66 Million
4.64% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
21,206
shares
|
$5.58 Million
0.05% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
20,975
shares
|
$5.52 Million
1.76% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
20,416
shares
|
$5.37 Million
2.24% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
20,170
shares
|
$5.3 Million
0.07% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
20,163
shares
|
$5.3 Million
0.78% of portfolio
|
Q1 2024
Added 40.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,086
shares
|
$5.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.88%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,903
shares
|
$5.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,928
shares
|
$4.98 Million
0.1% of portfolio
|
Q3 2022
Added 3.83%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
18,685
shares
|
$4.91 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
18,586
shares
|
$4.89 Million
0.04% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
18,174
shares
|
$4.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
17,710
shares
|
$4.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.94%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
17,202
shares
|
$4.52 Million
1.68% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
16,784
shares
|
$4.41 Million
2.13% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,730
shares
|
$4.14 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
15,459
shares
|
$4.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.91%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
15,155
shares
|
$3.99 Million
0.88% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
15,124
shares
|
$3.98 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,097
shares
|
$3.97 Million
0.1% of portfolio
|
Q3 2024
Added 0.37%
|