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 17.3 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 |
|---|---|---|---|---|---|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
9,077
shares
|
$2.03 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,807
shares
|
$1.97 Million
0.06% of portfolio
|
Q4 2024
Added 200.99%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,737
shares
|
$1.95 Million
0.24% of portfolio
|
Q4 2024
Added 123.91%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
8,732
shares
|
$1.95 Million
0.15% of portfolio
|
Q4 2024
Added 120.28%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
8,698
shares
|
$1.94 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
8,664
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
8,660
shares
|
$1.93 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
8,488
shares
|
$1.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
8,396
shares
|
$1.88 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
8,313
shares
|
$1.86 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,301
shares
|
$1.85 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,243
shares
|
$1.84 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
8,048
shares
|
$1.8 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
7,814
shares
|
$1.75 Million
1.04% of portfolio
|
Q4 2024
Added 89.57%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
7,807
shares
|
$1.74 Million
1.37% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
7,743
shares
|
$1.73 Million
0.63% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,659
shares
|
$1.71 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,653
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
7,630
shares
|
$1.7 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
7,611
shares
|
$1.7 Million
0.95% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
7,542
shares
|
$1.68 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,493
shares
|
$1.67 Million
0.09% of portfolio
|
Q4 2024
Reduced 29.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
7,403
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
7,299
shares
|
$1.63 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,290
shares
|
$1.63 Million
0.74% of portfolio
|
Q1 2023
Reduced 3.98%
|