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 547 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
24
shares
|
$5,847
0.0% of portfolio
|
Q3 2024
Reduced 66.2%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
23
shares
|
$5,604
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
20
shares
|
$4,873
0.0% of portfolio
|
Q2 2024
Reduced 95.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
20
shares
|
$4,873
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15
shares
|
$3,654
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
15
shares
|
$3,654
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
10
shares
|
$2,436
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
10
shares
|
$2,436
0.0% of portfolio
|
Q4 2023
Reduced 86.49%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
10
shares
|
$2,436
0.0% of portfolio
|
Q4 2021
Reduced 82.14%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
7
shares
|
$1,705
0.0% of portfolio
|
Q2 2024
Reduced 30.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$1,218
0.0% of portfolio
|
Q4 2022
Reduced 96.15%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
4
shares
|
$974
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2
shares
|
$487
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2
shares
|
$487
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|