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 543 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,529
shares
|
$595,604
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,528
shares
|
$595,369
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
2,521
shares
|
$593,720
0.24% of portfolio
|
Q1 2024
Reduced 22.34%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
2,470
shares
|
$581,709
0.01% of portfolio
|
Q1 2023
Reduced 24.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,444
shares
|
$575,586
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,438
shares
|
$574,173
0.02% of portfolio
|
Q2 2024
Added 9.33%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
2,370
shares
|
$558,158
0.01% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
2,346
shares
|
$552,506
0.01% of portfolio
|
Q2 2024
Added 10.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,245
shares
|
$528,719
0.01% of portfolio
|
Q3 2022
Reduced 19.56%
|
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
2,165
shares
|
$509,879
0.18% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,141
shares
|
$504,226
0.08% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
2,128
shares
|
$501,165
0.07% of portfolio
|
Q2 2024
Reduced 9.02%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,118
shares
|
$498,810
0.09% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
2,115
shares
|
$498,103
0.0% of portfolio
|
Q2 2024
Reduced 57.49%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
2,110
shares
|
$496,926
0.08% of portfolio
|
Q2 2023
Reduced 2.99%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,109
shares
|
$496,690
0.13% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Fusion Capital, LLC
|
Aug 06, 2024 Q2 2024 |
2,087
shares
|
$491,509
0.19% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,083
shares
|
$490,567
0.0% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
2,070
shares
|
$487,505
0.0% of portfolio
|
Q2 2024
Reduced 20.11%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,065
shares
|
$486,328
0.1% of portfolio
|
Q2 2023
Reduced 19.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
2,049
shares
|
$482,559
0.02% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
2,047
shares
|
$482,088
0.0% of portfolio
|
Q2 2024
Reduced 13.99%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,029
shares
|
$477,849
0.31% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,028
shares
|
$477,614
0.02% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
2,000
shares
|
$471,020
0.0% of portfolio
|
Q2 2024
New holding
|