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 536 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.25 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 26, 2024 Q2 2024 |
1,738
shares
|
$354,465
0.05% of portfolio
|
Q2 2023
Reduced 3.87%
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
1,737
shares
|
$354,261
0.01% of portfolio
|
Q2 2023
New holding
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
1,735
shares
|
$353,853
0.17% of portfolio
|
Q2 2024
Reduced 25.25%
|
|
Tru Independence LLC
|
Aug 06, 2024 Q2 2024 |
1,723
shares
|
$351,405
0.11% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
Eagle Strategies LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
1,719
shares
|
$350,590
0.07% of portfolio
|
Q2 2024
New holding
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
1,702
shares
|
$347,122
0.06% of portfolio
|
Q2 2024
Added 1.13%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
1,700
shares
|
$346,715
0.01% of portfolio
|
Q1 2024
Added 6.25%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
1,693
shares
|
$345,287
0.01% of portfolio
|
Q2 2024
Reduced 96.25%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
1,682
shares
|
$343,043
0.01% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
1,677
shares
|
$342,024
0.0% of portfolio
|
Q2 2024
Added 51.22%
|
|
Madison Wealth Partners, Inc
|
Aug 09, 2024 Q2 2024 |
1,668
shares
|
$340,188
0.12% of portfolio
|
Q4 2020
New holding
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
1,664
shares
|
$339,372
0.18% of portfolio
|
Q2 2024
Added 0.36%
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 15, 2024 Q2 2024 |
1,626
shares
|
$331,622
0.15% of portfolio
|
Q1 2024
Added 1.31%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
1,607
shares
|
$327,747
0.05% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
1,598
shares
|
$325,912
0.01% of portfolio
|
Q2 2024
Added 0.5%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 17, 2024 Q2 2024 |
1,575
shares
|
$321,221
0.1% of portfolio
|
Q2 2023
Reduced 4.26%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
1,535
shares
|
$313,063
0.05% of portfolio
|
Q2 2024
Added 11.39%
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
1,526
shares
|
$311,227
0.01% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,517
shares
|
$309,392
0.01% of portfolio
|
Q2 2024
Reduced 50.54%
|
|
Bristlecone Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
1,489
shares
|
$303,681
0.03% of portfolio
|
Q1 2024
New holding
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
1,456
shares
|
$296,951
0.02% of portfolio
|
Q2 2024
Reduced 8.2%
|
|
Hfg Advisors, Inc.
|
Jul 12, 2024 Q2 2024 |
1,453
shares
|
$296,339
0.29% of portfolio
|
Q4 2023
Added 8.19%
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
1,443
shares
|
$294,299
0.04% of portfolio
|
Q1 2024
Reduced 7.44%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
1,426
shares
|
$290,832
0.17% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
1,420
shares
|
$289,609
0.06% of portfolio
|
Q2 2024
Added 0.57%
|