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 617 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $4.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
3,406,711
shares
|
$896 Million
0.76% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,574,442
shares
|
$414 Million
0.07% of portfolio
|
Q4 2024
Added 108.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,477,943
shares
|
$389 Million
0.03% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,062,535
shares
|
$279 Million
0.06% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
767,098
shares
|
$202 Million
0.02% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
729,116
shares
|
$192 Million
0.07% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
467,723
shares
|
$123 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
397,556
shares
|
$105 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,818
shares
|
$73.8 Million
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
209,975
shares
|
$55.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,484
shares
|
$54.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
166,557
shares
|
$43.8 Million
0.08% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
155,498
shares
|
$40.9 Million
1.62% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
152,862
shares
|
$40.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
148,644
shares
|
$39.1 Million
0.05% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
138,828
shares
|
$36.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Marks Wealth, LLC
|
Jan 17, 2025 Q4 2024 |
138,648
shares
|
$36.5 Million
16.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
138,175
shares
|
$36.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
120,799
shares
|
$31.8 Million
0.18% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
119,465
shares
|
$31.4 Million
0.0% of portfolio
|
Q4 2024
Added 75.34%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
117,500
shares
|
$30.9 Million
0.15% of portfolio
|
Q4 2024
Added 5775.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
116,384
shares
|
$30.6 Million
0.03% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
111,165
shares
|
$29.2 Million
6.29% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
109,625
shares
|
$28.8 Million
0.07% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
98,428
shares
|
$25.9 Million
1.95% of portfolio
|
Q4 2024
Reduced 1.98%
|