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 |
|---|---|---|---|---|---|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
6,888
shares
|
$1.81 Million
0.69% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,836
shares
|
$1.79 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
6,705
shares
|
$1.76 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,615
shares
|
$1.73 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
6,585
shares
|
$1.73 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
6,506
shares
|
$1.71 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
6,412
shares
|
$1.68 Million
0.1% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,201
shares
|
$1.63 Million
0.24% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,127
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,108
shares
|
$1.6 Million
0.15% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,973
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 27.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,887
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,805
shares
|
$1.52 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
5,802
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,796
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,738
shares
|
$1.5 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
5,685
shares
|
$1.49 Million
0.81% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
5,652
shares
|
$1.48 Million
0.47% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,623
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,615
shares
|
$1.47 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
5,602
shares
|
$1.47 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
5,581
shares
|
$1.46 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
5,526
shares
|
$1.45 Million
0.74% of portfolio
|
Q2 2023
Reduced 9.5%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
5,524
shares
|
$1.45 Million
0.77% of portfolio
|
Q4 2024
Added 220.42%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
5,502
shares
|
$1.44 Million
1.21% of portfolio
|
Q4 2024
Added 278.66%
|