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 |
---|---|---|---|---|---|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
100
shares
|
$20,934
0.0% of portfolio
|
Q3 2022
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
100
shares
|
$20,934
0.0% of portfolio
|
Q3 2020
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
100
shares
|
$20,934
0.01% of portfolio
|
Q1 2020
New holding
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
100
shares
|
$20,934
0.01% of portfolio
|
Q1 2024
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$20,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
90
shares
|
$18,840
0.01% of portfolio
|
Q4 2020
New holding
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
90
shares
|
$18,840
0.01% of portfolio
|
Q3 2023
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
74
shares
|
$15,491
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
71
shares
|
$14,863
0.0% of portfolio
|
Q2 2024
Added 545.45%
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
68
shares
|
$14,235
0.01% of portfolio
|
Q1 2024
New holding
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
68
shares
|
$14,235
0.01% of portfolio
|
Q2 2023
Reduced 48.09%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
67
shares
|
$14,025
0.0% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
67
shares
|
$14,025
0.01% of portfolio
|
Q4 2022
Reduced 28.72%
|
|
Central Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
65
shares
|
$13,607
0.0% of portfolio
|
Q2 2024
New holding
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 26, 2024 Q2 2024 |
65
shares
|
$13,607
0.01% of portfolio
|
Q3 2022
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
58
shares
|
$12,141
0.01% of portfolio
|
Q4 2023
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 30, 2024 Q2 2024 |
54
shares
|
$11,304
0.0% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
50
shares
|
$10,467
0.0% of portfolio
|
Q2 2022
Reduced 65.75%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
50
shares
|
$10,467
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
48
shares
|
$10,048
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
47
shares
|
$9,838
0.0% of portfolio
|
Q2 2024
Reduced 48.35%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
46
shares
|
$9,629
0.0% of portfolio
|
Q2 2023
Reduced 57.8%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
46
shares
|
$9,629
0.0% of portfolio
|
Q1 2022
Reduced 58.93%
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
45
shares
|
$9,420
0.0% of portfolio
|
Q4 2023
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
45
shares
|
$9,420
0.01% of portfolio
|
Q4 2018
New holding
|