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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
1,268
shares
|
$291,741
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
1,267
shares
|
$291,511
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,265
shares
|
$291,051
0.04% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
1,254
shares
|
$288,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,253
shares
|
$288,290
0.01% of portfolio
|
Q4 2024
Added 17.1%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
1,244
shares
|
$286,219
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,235
shares
|
$284,148
0.0% of portfolio
|
Q4 2024
Added 141.68%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 28, 2025 Q4 2024 |
1,235
shares
|
$284,148
0.22% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
1,234
shares
|
$283,918
0.08% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,225
shares
|
$281,848
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1,224
shares
|
$281,617
0.02% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1,220
shares
|
$280,697
0.07% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
1,214
shares
|
$279,317
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
1,212
shares
|
$278,856
0.03% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
1,200
shares
|
$276,096
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
1,198
shares
|
$275,635
0.1% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
1,194
shares
|
$274,715
0.09% of portfolio
|
Q4 2024
Reduced 92.12%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
1,187
shares
|
$273,104
0.08% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
1,173
shares
|
$269,883
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,160
shares
|
$266,892
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
1,157
shares
|
$266,202
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,137
shares
|
$261,600
0.0% of portfolio
|
Q4 2024
Added 87.31%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,129
shares
|
$259,760
0.02% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,122
shares
|
$258,149
0.12% of portfolio
|
Q3 2023
Added 4.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
1,121
shares
|
$257,919
0.0% of portfolio
|
Q4 2024
Added 0.27%
|