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 583 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
15,124
shares
|
$3.97 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,097
shares
|
$3.96 Million
0.1% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
14,961
shares
|
$3.92 Million
0.13% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,860
shares
|
$3.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,799
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2024
Added 29.72%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,605
shares
|
$3.83 Million
0.0% of portfolio
|
Q4 2024
Added 30.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,444
shares
|
$3.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,426
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2024
Added 122.38%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
14,250
shares
|
$3.74 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
14,033
shares
|
$3.68 Million
1.06% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
14,016
shares
|
$3.68 Million
0.03% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
13,861
shares
|
$3.63 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
13,815
shares
|
$3.62 Million
1.75% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
13,684
shares
|
$3.59 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,538
shares
|
$3.55 Million
0.11% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
13,333
shares
|
$3.5 Million
0.09% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
13,297
shares
|
$3.49 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,949
shares
|
$3.4 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,824
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
12,653
shares
|
$3.32 Million
0.17% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
12,309
shares
|
$3.23 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
12,272
shares
|
$3.22 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
12,100
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 85.76%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
12,094
shares
|
$3.17 Million
1.06% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
12,074
shares
|
$3.17 Million
0.32% of portfolio
|
Q4 2024
New holding
|