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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,462
shares
|
$336,376
0.03% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,450
shares
|
$333,616
0.1% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,422
shares
|
$327,173
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
1,420
shares
|
$326,713
0.19% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,418
shares
|
$326,253
0.07% of portfolio
|
Q4 2024
Added 20.99%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,413
shares
|
$325,103
0.02% of portfolio
|
Q4 2023
Added 6.08%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,406
shares
|
$323,492
0.02% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,402
shares
|
$322,572
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
1,390
shares
|
$319,811
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
1,386
shares
|
$318,890
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
1,373
shares
|
$315,899
0.2% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,370
shares
|
$315,209
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,363
shares
|
$313,599
0.03% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
1,360
shares
|
$312,908
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,353
shares
|
$311,298
0.04% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,351
shares
|
$310,838
0.07% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,347
shares
|
$309,917
0.05% of portfolio
|
Q4 2024
Reduced 13.65%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,347
shares
|
$309,917
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,340
shares
|
$308,307
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,322
shares
|
$304,165
0.04% of portfolio
|
Q4 2024
Reduced 23.94%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
1,303
shares
|
$299,794
0.07% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,301
shares
|
$299,334
0.05% of portfolio
|
Q4 2024
Reduced 20.82%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,290
shares
|
$296,803
0.21% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,282
shares
|
$294,962
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,269
shares
|
$291,971
0.08% of portfolio
|
Q1 2024
Reduced 10.76%
|