Institutional Ownership First Tr ETF Ii Dow Jones (FDNI)
This table provides information about the institutional ownership of First Tr ETF Ii Dow Jones (FDNI). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 842,850 shares, which have been reported (via 13F filing form) to have a value of $23.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
231,250
shares
|
$6.46 Million
0.04% of portfolio
|
Q2 2024
Added 9.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
200,649
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
86,130
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
77,418
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.48%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
68,475
shares
|
$1.91 Million
2.15% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
36,793
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
36,004
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
26,945
shares
|
$752,304
0.0% of portfolio
|
Q2 2024
Reduced 10.63%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
24,715
shares
|
$690,042
0.0% of portfolio
|
Q2 2024
Added 154.56%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
12,523
shares
|
$349,642
0.17% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
12,385
shares
|
$345,789
0.03% of portfolio
|
Q3 2021
Added 14.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,279
shares
|
$286,989
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
9,480
shares
|
$264,681
0.0% of portfolio
|
Q4 2023
Reduced 7.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
9,047
shares
|
$252,592
0.0% of portfolio
|
Q2 2024
Reduced 19.22%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
435
shares
|
$12,145
0.0% of portfolio
|
Q2 2024
Reduced 32.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
43
shares
|
$1,200
0.0% of portfolio
|
Q3 2024
Reduced 82.66%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
41
shares
|
$1,144
0.0% of portfolio
|
Q3 2024
Reduced 42.25%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
29
shares
|
$809
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2
shares
|
$55
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2
shares
|
$55
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|