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 615 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,978
shares
|
$794,709
0.0% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,978
shares
|
$794,709
0.01% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,928
shares
|
$781,366
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
2,875
shares
|
$767,222
0.3% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,839
shares
|
$757,615
0.15% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,821
shares
|
$752,812
0.02% of portfolio
|
Q2 2020
Added 19.19%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,775
shares
|
$740,536
0.05% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,765
shares
|
$737,867
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,760
shares
|
$736,533
0.1% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,719
shares
|
$725,592
0.07% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,685
shares
|
$716,519
0.43% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,631
shares
|
$702,108
0.01% of portfolio
|
Q4 2024
Added 27.1%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,626
shares
|
$700,774
0.09% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
2,586
shares
|
$690,099
0.29% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,563
shares
|
$683,962
0.01% of portfolio
|
Q4 2024
Added 47.55%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
2,543
shares
|
$678,624
0.48% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
2,532
shares
|
$675,689
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,529
shares
|
$674,888
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,521
shares
|
$672,754
0.25% of portfolio
|
Q1 2024
Reduced 22.34%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
2,512
shares
|
$670,352
0.22% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,507
shares
|
$669,018
0.04% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,470
shares
|
$659,144
0.01% of portfolio
|
Q1 2023
Reduced 24.0%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
2,461
shares
|
$656,742
0.3% of portfolio
|
Q4 2024
Reduced 12.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,432
shares
|
$649,003
0.01% of portfolio
|
Q4 2024
Added 87.8%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,416
shares
|
$644,733
0.04% of portfolio
|
Q4 2024
Reduced 4.43%
|