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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
101
shares
|
$26,952
0.0% of portfolio
|
Q3 2022
Added 74.14%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
100
shares
|
$26,686
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$26,686
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
100
shares
|
$26,686
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
100
shares
|
$26,686
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
100
shares
|
$26,686
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
100
shares
|
$26,686
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
90
shares
|
$24,017
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
76
shares
|
$20,281
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
74
shares
|
$19,747
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
68
shares
|
$18,146
0.01% of portfolio
|
Q2 2023
Reduced 48.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
68
shares
|
$18,146
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
67
shares
|
$17,879
0.0% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
67
shares
|
$17,879
0.0% of portfolio
|
Q4 2024
Reduced 72.76%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
65
shares
|
$17,345
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
60
shares
|
$16,011
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
54
shares
|
$14,410
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
54
shares
|
$14,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
50
shares
|
$13,343
0.0% of portfolio
|
Q2 2022
Reduced 65.75%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
50
shares
|
$13,343
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
48
shares
|
$12,809
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
47
shares
|
$12,542
0.0% of portfolio
|
Q2 2024
Reduced 48.35%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
46
shares
|
$12,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
46
shares
|
$12,275
0.0% of portfolio
|
Q1 2022
Reduced 58.93%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
46
shares
|
$12,275
0.0% of portfolio
|
Q2 2023
Reduced 57.8%
|