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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,711
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
8,698
shares
|
$2.28 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
8,660
shares
|
$2.27 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
8,488
shares
|
$2.23 Million
0.15% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
8,396
shares
|
$2.2 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
8,313
shares
|
$2.18 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,243
shares
|
$2.16 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
8,048
shares
|
$2.11 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,893
shares
|
$2.07 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,853
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
7,807
shares
|
$2.05 Million
1.37% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
7,743
shares
|
$2.03 Million
0.63% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,653
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
7,630
shares
|
$2 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
7,611
shares
|
$2 Million
0.95% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
7,597
shares
|
$1.99 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,493
shares
|
$1.96 Million
0.09% of portfolio
|
Q4 2024
Reduced 29.61%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
7,471
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
7,391
shares
|
$1.94 Million
0.15% of portfolio
|
Q3 2024
Added 61.48%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,371
shares
|
$1.93 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,301
shares
|
$1.91 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,290
shares
|
$1.91 Million
0.74% of portfolio
|
Q1 2023
Reduced 3.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,175
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
7,164
shares
|
$1.88 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,160
shares
|
$1.88 Million
0.57% of portfolio
|
Q4 2024
Added 2.46%
|