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 625 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 $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
3,744
shares
|
$861,419
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
3,594
shares
|
$826,907
0.2% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,568
shares
|
$820,925
0.04% of portfolio
|
Q4 2024
Added 84.58%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,534
shares
|
$813,102
0.48% of portfolio
|
Q4 2024
Reduced 22.24%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
3,534
shares
|
$813,102
0.14% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,447
shares
|
$793,085
0.01% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
3,447
shares
|
$793,085
0.02% of portfolio
|
Q4 2024
Added 40.07%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
3,434
shares
|
$790,094
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,383
shares
|
$778,360
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
3,372
shares
|
$775,829
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,334
shares
|
$767,086
0.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,325
shares
|
$765,016
0.06% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,287
shares
|
$756,272
0.01% of portfolio
|
Q4 2024
Added 46.87%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,282
shares
|
$755,122
0.21% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
3,269
shares
|
$752,131
0.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
3,163
shares
|
$727,743
0.89% of portfolio
|
Q4 2024
Reduced 11.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,149
shares
|
$724,521
0.09% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,142
shares
|
$722,911
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,115
shares
|
$716,699
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
3,079
shares
|
$708,416
0.01% of portfolio
|
Q4 2024
Reduced 27.82%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,060
shares
|
$704,044
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,011
shares
|
$692,770
0.02% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$690,240
0.13% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
2,999
shares
|
$690,009
0.06% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,978
shares
|
$685,178
0.01% of portfolio
|
Q4 2024
Added 1.53%
|