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 |
---|---|---|---|---|---|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
1,162
shares
|
$236,989
0.01% of portfolio
|
Q4 2023
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
1,156
shares
|
$235,766
0.04% of portfolio
|
Q4 2023
New holding
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
1,144
shares
|
$233,318
0.06% of portfolio
|
Q2 2024
New holding
|
|
Petix & Botte CO
|
Aug 13, 2024 Q2 2024 |
1,136
shares
|
$231,687
0.07% of portfolio
|
Q2 2024
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,122
shares
|
$228,831
0.12% of portfolio
|
Q3 2023
Added 4.96%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
1,118
shares
|
$228,016
0.0% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
1,112
shares
|
$226,792
0.01% of portfolio
|
Q2 2024
Reduced 49.8%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
1,105
shares
|
$225,364
0.0% of portfolio
|
Q2 2024
Reduced 24.16%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
1,104
shares
|
$225,160
0.0% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
Mathes Company, Inc.
|
Aug 12, 2024 Q2 2024 |
1,100
shares
|
$224,345
0.08% of portfolio
|
Q4 2023
New holding
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
1,095
shares
|
$223,325
0.02% of portfolio
|
Q2 2024
New holding
|
|
Mmbg Investment Advisors Co.
|
Aug 13, 2024 Q2 2024 |
1,070
shares
|
$218,226
0.02% of portfolio
|
Q1 2024
New holding
|
|
Annex Advisory Services, LLC
|
Jul 12, 2024 Q2 2024 |
1,066
shares
|
$217,410
0.01% of portfolio
|
Q2 2024
Added 2.9%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
1,065
shares
|
$217,206
0.0% of portfolio
|
Q2 2023
Reduced 9.9%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
1,059
shares
|
$215,983
0.09% of portfolio
|
Q3 2023
Reduced 1.3%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
1,056
shares
|
$215,371
0.02% of portfolio
|
Q1 2024
New holding
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
1,041
shares
|
$212,311
0.09% of portfolio
|
Q1 2024
Reduced 33.78%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
1,018
shares
|
$207,621
0.03% of portfolio
|
Q2 2024
Added 63.67%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,005
shares
|
$204,969
0.02% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,000
shares
|
$203,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
1,000
shares
|
$203,950
0.03% of portfolio
|
Q3 2023
New holding
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 09, 2024 Q2 2024 |
1,000
shares
|
$203,950
0.08% of portfolio
|
Q1 2024
New holding
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
984
shares
|
$200,686
0.01% of portfolio
|
Q1 2024
New holding
|
|
Clarus Group, Inc.
|
Jul 19, 2024 Q2 2024 |
981
shares
|
$200,074
0.09% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
885
shares
|
$180,495
0.15% of portfolio
|
Q4 2023
New holding
|