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 536 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
14,888
shares
|
$3.01 Million
1.05% of portfolio
|
Q2 2024
Added 0.26%
|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
14,081
shares
|
$2.84 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 02, 2024 Q2 2024 |
14,041
shares
|
$2.83 Million
0.96% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
13,900
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
13,442
shares
|
$2.71 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Tap Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
13,399
shares
|
$2.71 Million
0.6% of portfolio
|
Q2 2024
Reduced 4.03%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
12,732
shares
|
$2.57 Million
0.11% of portfolio
|
Q2 2024
Added 26.91%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
12,650
shares
|
$2.55 Million
0.17% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
12,645
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,585
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2024
Added 6.79%
|
|
Tria Gen Wealth Management LLC
|
Jul 18, 2024 Q2 2024 |
12,570
shares
|
$2.54 Million
1.08% of portfolio
|
Q2 2024
Added 0.74%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jul 25, 2024 Q2 2024 |
12,283
shares
|
$2.48 Million
2.01% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
Peterson Wealth Management
|
Aug 05, 2024 Q2 2024 |
12,262
shares
|
$2.48 Million
1.56% of portfolio
|
Q2 2024
Added 7.64%
|
|
Flaharty Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
12,159
shares
|
$2.45 Million
0.38% of portfolio
|
Q2 2024
Reduced 4.43%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
12,136
shares
|
$2.45 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 15, 2024 Q2 2024 |
11,762
shares
|
$2.37 Million
1.5% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
11,724
shares
|
$2.37 Million
0.7% of portfolio
|
Q2 2024
Reduced 61.74%
|
|
Pcg Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
11,553
shares
|
$2.33 Million
1.07% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
Etfidea, LLC
Syracuse, NY |
Aug 12, 2024 Q2 2024 |
11,481
shares
|
$2.32 Million
0.8% of portfolio
|
Q2 2024
Added 0.85%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,408
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2024
Added 142.67%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
11,148
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2024
Reduced 68.96%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
11,083
shares
|
$2.24 Million
0.15% of portfolio
|
Q3 2021
Reduced 0.63%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
10,919
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2023
Reduced 42.97%
|
|
Somerset Group LLC
Wayzata, MN |
Aug 12, 2024 Q2 2024 |
10,568
shares
|
$2.13 Million
1.96% of portfolio
|
Q2 2024
Added 1.86%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
9,977
shares
|
$2.01 Million
0.52% of portfolio
|
Q2 2024
Added 0.46%
|