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 615 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
645
shares
|
$172,124
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
610
shares
|
$162,784
0.06% of portfolio
|
Q4 2024
Added 510.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
604
shares
|
$161,183
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
575
shares
|
$153,444
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
550
shares
|
$146,773
0.0% of portfolio
|
Q2 2022
Reduced 67.22%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
510
shares
|
$136,098
0.02% of portfolio
|
Q2 2022
Reduced 18.79%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
495
shares
|
$132,095
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
490
shares
|
$130,761
0.01% of portfolio
|
Q4 2024
Added 6900.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
466
shares
|
$124,356
0.03% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
445
shares
|
$118,752
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
443
shares
|
$118,218
0.01% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
420
shares
|
$112,081
0.0% of portfolio
|
Q4 2024
Reduced 85.99%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
419
shares
|
$111,814
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
415
shares
|
$110,746
0.01% of portfolio
|
Q3 2021
Reduced 14.96%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
411
shares
|
$109,679
0.04% of portfolio
|
Q2 2024
Reduced 26.87%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
401
shares
|
$107,010
0.0% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$106,744
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
398
shares
|
$106,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
385
shares
|
$102,741
0.01% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
371
shares
|
$99,005
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
365
shares
|
$97,403
0.0% of portfolio
|
Q2 2024
Reduced 46.56%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
361
shares
|
$96,336
0.03% of portfolio
|
Q4 2023
Reduced 27.22%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
360
shares
|
$96,069
0.03% of portfolio
|
Q1 2022
Reduced 47.9%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
350
shares
|
$93,401
0.0% of portfolio
|
Q1 2023
Reduced 41.67%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
348
shares
|
$92,867
0.08% of portfolio
|
Q4 2024
New holding
|