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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,948
shares
|
$448,195
0.02% of portfolio
|
Q4 2024
Reduced 29.98%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,941
shares
|
$446,585
0.0% of portfolio
|
Q4 2024
Reduced 55.38%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,935
shares
|
$445,204
0.08% of portfolio
|
Q1 2021
Reduced 10.0%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
1,929
shares
|
$443,824
0.01% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,912
shares
|
$439,912
0.32% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
1,867
shares
|
$429,559
0.17% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,862
shares
|
$428,408
0.01% of portfolio
|
Q2 2024
Reduced 20.02%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,835
shares
|
$422,196
0.0% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,832
shares
|
$421,506
0.0% of portfolio
|
Q4 2024
Added 46.33%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,828
shares
|
$420,586
0.04% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
1,823
shares
|
$419,435
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
1,817
shares
|
$418,055
0.19% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
1,814
shares
|
$417,365
0.14% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
1,807
shares
|
$415,754
0.03% of portfolio
|
Q4 2024
Reduced 75.55%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
1,791
shares
|
$412,073
0.13% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
1,788
shares
|
$411,383
0.19% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,785
shares
|
$410,692
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
1,756
shares
|
$404,020
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
1,755
shares
|
$403,790
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,736
shares
|
$399,418
0.01% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
1,736
shares
|
$399,418
0.07% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
1,724
shares
|
$396,657
0.06% of portfolio
|
Q4 2024
Reduced 50.01%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
1,723
shares
|
$396,427
0.1% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,723
shares
|
$396,427
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
1,718
shares
|
$395,277
0.12% of portfolio
|
Q3 2024
Added 3.0%
|