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 |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,370
shares
|
$322,648
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
1,369
shares
|
$322,413
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
1,362
shares
|
$320,764
0.0% of portfolio
|
Q2 2024
Added 31.98%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,347
shares
|
$317,231
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,346
shares
|
$316,996
0.02% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,345
shares
|
$316,760
0.06% of portfolio
|
Q3 2024
Reduced 46.86%
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
1,340
shares
|
$315,583
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
1,336
shares
|
$314,641
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
1,333
shares
|
$313,934
0.01% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,319
shares
|
$310,637
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
1,313
shares
|
$309,224
0.13% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,295
shares
|
$304,985
0.01% of portfolio
|
Q3 2024
Reduced 14.63%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,282
shares
|
$301,923
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,282
shares
|
$301,923
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
1,274
shares
|
$300,039
0.11% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,269
shares
|
$298,862
0.07% of portfolio
|
Q1 2024
Reduced 10.76%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
1,268
shares
|
$298,626
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,267
shares
|
$298,391
0.08% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
1,263
shares
|
$297,449
0.0% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,249
shares
|
$294,151
0.03% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,244
shares
|
$292,974
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,242
shares
|
$292,503
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
1,234
shares
|
$290,619
0.07% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
1,234
shares
|
$290,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,229
shares
|
$289,441
0.02% of portfolio
|
Q3 2024
Reduced 17.46%
|