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 |
---|---|---|---|---|---|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
200
shares
|
$41,868
0.01% of portfolio
|
Q2 2024
Reduced 29.58%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
200
shares
|
$41,868
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
190
shares
|
$39,774
0.01% of portfolio
|
Q1 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
188
shares
|
$39,355
0.0% of portfolio
|
Q3 2018
Reduced 19.31%
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
180
shares
|
$37,681
0.01% of portfolio
|
Q1 2024
New holding
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
175
shares
|
$36,634
0.0% of portfolio
|
Q3 2023
Reduced 19.37%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
174
shares
|
$36,425
0.0% of portfolio
|
Q1 2024
Added 34.88%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
168
shares
|
$35,169
0.0% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
156
shares
|
$32,657
0.01% of portfolio
|
Q4 2021
Added 38.05%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
155
shares
|
$32,447
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
155
shares
|
$32,447
0.01% of portfolio
|
Q4 2023
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
154
shares
|
$32,238
0.01% of portfolio
|
Q2 2024
Added 2980.0%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
150
shares
|
$31,401
0.0% of portfolio
|
Q1 2022
New holding
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
150
shares
|
$31,401
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|
|
Compass Wealth Management LLC
Guilford, CT |
Jul 16, 2024 Q2 2024 |
138
shares
|
$28,888
0.01% of portfolio
|
Q2 2024
New holding
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
125
shares
|
$26,167
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
122
shares
|
$25,539
0.01% of portfolio
|
Q2 2024
Reduced 34.05%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
120
shares
|
$25,120
0.01% of portfolio
|
Q2 2023
New holding
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
111
shares
|
$23,236
0.01% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
109
shares
|
$22,818
0.0% of portfolio
|
Q1 2023
New holding
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
106
shares
|
$22,190
0.01% of portfolio
|
Q2 2024
Reduced 50.93%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
101
shares
|
$21,143
0.0% of portfolio
|
Q3 2022
Added 74.14%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
100
shares
|
$20,934
0.01% of portfolio
|
Q3 2021
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
100
shares
|
$20,934
0.01% of portfolio
|
Q1 2024
New holding
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
100
shares
|
$20,934
0.0% of portfolio
|
Q3 2023
New holding
|