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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
11,979
shares
|
$3.14 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,860
shares
|
$3.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 32.14%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
11,401
shares
|
$2.99 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
11,346
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2024
Added 105.8%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
11,269
shares
|
$2.95 Million
1.38% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
11,137
shares
|
$2.92 Million
0.73% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
11,083
shares
|
$2.91 Million
0.15% of portfolio
|
Q3 2021
Reduced 0.63%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
10,811
shares
|
$2.83 Million
1.2% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
10,744
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
10,562
shares
|
$2.77 Million
2.1% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
10,413
shares
|
$2.73 Million
0.05% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
10,308
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
10,234
shares
|
$2.68 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,977
shares
|
$2.62 Million
0.5% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
9,573
shares
|
$2.51 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
9,480
shares
|
$2.49 Million
0.86% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
9,451
shares
|
$2.48 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,298
shares
|
$2.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,275
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
9,159
shares
|
$2.4 Million
0.32% of portfolio
|
Q4 2024
Added 23.52%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
9,158
shares
|
$2.4 Million
0.88% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
9,077
shares
|
$2.38 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
8,904
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,807
shares
|
$2.31 Million
0.06% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,737
shares
|
$2.29 Million
0.24% of portfolio
|
Q4 2024
Added 123.91%
|