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 622 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,605
shares
|
$3.26 Million
0.0% of portfolio
|
Q4 2024
Added 30.4%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14,541
shares
|
$3.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 31.43%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
14,532
shares
|
$3.25 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,444
shares
|
$3.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
14,406
shares
|
$3.22 Million
0.07% of portfolio
|
Q4 2024
Reduced 66.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,396
shares
|
$3.22 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
14,250
shares
|
$3.18 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
14,033
shares
|
$3.13 Million
1.06% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
14,016
shares
|
$3.13 Million
0.03% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
13,861
shares
|
$3.1 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
13,815
shares
|
$3.09 Million
1.75% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
13,684
shares
|
$3.06 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
13,632
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,538
shares
|
$3.02 Million
0.11% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
13,434
shares
|
$3 Million
0.04% of portfolio
|
Q4 2024
Added 79.82%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
13,137
shares
|
$2.93 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.69%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,949
shares
|
$2.89 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,946
shares
|
$2.89 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
12,831
shares
|
$2.87 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
12,661
shares
|
$2.83 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12,584
shares
|
$2.81 Million
0.09% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
12,309
shares
|
$2.75 Million
2.25% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
12,272
shares
|
$2.74 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
12,266
shares
|
$2.74 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,218
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
New holding
|