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 |
---|---|---|---|---|---|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
372
shares
|
$75,869
0.0% of portfolio
|
Q2 2024
Added 43.63%
|
|
Goal Vest Advisory LLC
|
Jul 30, 2024 Q2 2024 |
368
shares
|
$75,053
0.02% of portfolio
|
Q2 2023
New holding
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
365
shares
|
$74,441
0.0% of portfolio
|
Q2 2024
Reduced 46.56%
|
|
City State Bank
Norwalk, IA |
Jul 09, 2024 Q2 2024 |
361
shares
|
$73,625
0.03% of portfolio
|
Q4 2023
Reduced 27.22%
|
|
West Branch Capital LLC
|
Jul 26, 2024 Q2 2024 |
360
shares
|
$73,422
0.03% of portfolio
|
Q1 2022
Reduced 47.9%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
350
shares
|
$71,382
0.0% of portfolio
|
Q1 2023
Reduced 41.67%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
344
shares
|
$70,158
0.01% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$67,303
0.01% of portfolio
|
Q2 2022
Reduced 30.96%
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
329
shares
|
$67,099
0.0% of portfolio
|
Q2 2024
Added 44.93%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
297
shares
|
$60,573
0.0% of portfolio
|
Q3 2018
Reduced 25.49%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
275
shares
|
$56,086
0.01% of portfolio
|
Q2 2021
New holding
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
273
shares
|
$55,678
0.01% of portfolio
|
Q1 2024
Reduced 37.1%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
260
shares
|
$53,027
0.0% of portfolio
|
Q3 2022
Reduced 10.96%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
260
shares
|
$53,027
0.0% of portfolio
|
Q2 2024
Added 602.7%
|
|
Quantbot Technologies LP
New York, NY |
Aug 09, 2024 Q2 2024 |
252
shares
|
$51,395
0.0% of portfolio
|
Q2 2024
Reduced 81.95%
|
|
American National Bank
|
Jul 23, 2024 Q2 2024 |
250
shares
|
$50,987
0.01% of portfolio
|
Q4 2022
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
250
shares
|
$50,987
0.0% of portfolio
|
Q4 2022
Added 252.11%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
245
shares
|
$49,967
0.0% of portfolio
|
Q2 2022
Reduced 6.49%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
239
shares
|
$48,744
0.01% of portfolio
|
Q4 2023
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
233
shares
|
$47,520
0.01% of portfolio
|
Q1 2023
New holding
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
232
shares
|
$47,316
0.01% of portfolio
|
Q2 2023
Reduced 4.13%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
230
shares
|
$46,908
0.02% of portfolio
|
Q4 2022
New holding
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
211
shares
|
$43,033
0.01% of portfolio
|
Q3 2022
Reduced 53.11%
|
|
Albion Financial Group
|
Jul 10, 2024 Q2 2024 |
206
shares
|
$42,013
0.0% of portfolio
|
Q4 2022
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$40,790
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|