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 540 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
48
shares
|
$10,657
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
47
shares
|
$10,435
0.0% of portfolio
|
Q2 2024
Reduced 48.35%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
46
shares
|
$10,213
0.0% of portfolio
|
Q2 2023
Reduced 57.8%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
46
shares
|
$10,213
0.0% of portfolio
|
Q1 2022
Reduced 58.93%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
45
shares
|
$9,991
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
45
shares
|
$9,991
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
44
shares
|
$9,769
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
40
shares
|
$8,881
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
39
shares
|
$8,659
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
37
shares
|
$8,215
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36
shares
|
$7,993
0.0% of portfolio
|
Q1 2024
Reduced 57.14%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
33
shares
|
$7,326
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$6,660
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
26
shares
|
$5,772
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
25
shares
|
$5,550
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
25
shares
|
$5,550
0.0% of portfolio
|
Q2 2022
Added 2400.0%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
25
shares
|
$5,550
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
25
shares
|
$5,550
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
24
shares
|
$5,328
0.0% of portfolio
|
Q3 2024
Reduced 66.2%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24
shares
|
$5,328
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
23
shares
|
$5,106
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
21
shares
|
$4,662
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
20
shares
|
$4,440
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
20
shares
|
$4,440
0.0% of portfolio
|
Q2 2024
Reduced 95.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
15
shares
|
$3,330
0.0% of portfolio
|
Q1 2024
New holding
|