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 |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,712
shares
|
$456,864
0.07% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
1,705
shares
|
$454,996
0.19% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
1,705
shares
|
$454,996
0.23% of portfolio
|
Q4 2024
Added 19.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
1,705
shares
|
$454,996
0.02% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
1,703
shares
|
$454,462
0.04% of portfolio
|
Q3 2024
Added 171.7%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,696
shares
|
$452,594
0.0% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,692
shares
|
$451,527
0.0% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
1,651
shares
|
$440,585
0.03% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
1,632
shares
|
$435,515
0.0% of portfolio
|
Q4 2024
Added 29.22%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
1,627
shares
|
$434,181
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,607
shares
|
$428,844
0.06% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,603
shares
|
$427,776
0.03% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
1,600
shares
|
$426,976
0.01% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,598
shares
|
$426,442
0.01% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
1,596
shares
|
$425,908
0.09% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
1,553
shares
|
$414,433
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,547
shares
|
$412,832
0.0% of portfolio
|
Q4 2024
Reduced 39.31%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
1,546
shares
|
$412,565
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
1,543
shares
|
$411,764
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
1,534
shares
|
$409,363
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,519
shares
|
$405,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
1,498
shares
|
$399,756
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,480
shares
|
$394,952
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,471
shares
|
$392,551
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,470
shares
|
$392,284
0.05% of portfolio
|
Q4 2024
Reduced 56.08%
|