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 |
---|---|---|---|---|---|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
7,636
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2022
Reduced 9.86%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
7,620
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
7,582
shares
|
$1.53 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jul 17, 2024 Q2 2024 |
7,554
shares
|
$1.53 Million
0.57% of portfolio
|
Q2 2024
Added 3.45%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
7,424
shares
|
$1.5 Million
0.14% of portfolio
|
Q2 2024
Added 0.08%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
7,421
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 44.78%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
7,356
shares
|
$1.49 Million
0.05% of portfolio
|
Q2 2024
Added 1.18%
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
7,325
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 59.9%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 25, 2024 Q2 2024 |
7,294
shares
|
$1.47 Million
0.64% of portfolio
|
Q2 2024
Added 6.14%
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,290
shares
|
$1.47 Million
0.74% of portfolio
|
Q1 2023
Reduced 3.98%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
7,242
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2024
Added 23.86%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
7,135
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2024
Reduced 23.55%
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 15, 2024 Q2 2024 |
7,005
shares
|
$1.41 Million
1.03% of portfolio
|
Q1 2024
New holding
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
6,869
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
6,846
shares
|
$1.38 Million
0.22% of portfolio
|
Q2 2024
Added 466.25%
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
6,729
shares
|
$1.36 Million
0.65% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
Tru Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
6,623
shares
|
$1.34 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
6,585
shares
|
$1.33 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
6,556
shares
|
$1.32 Million
0.19% of portfolio
|
Q2 2024
Added 7.04%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
6,552
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jul 29, 2024 Q2 2024 |
6,515
shares
|
$1.32 Million
0.7% of portfolio
|
Q2 2024
New holding
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,487
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 73.41%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
6,290
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
6,277
shares
|
$1.27 Million
0.72% of portfolio
|
Q2 2024
Added 8.84%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
6,211
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2024
Reduced 34.64%
|