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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,615
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
5,602
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
5,581
shares
|
$1.25 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
5,526
shares
|
$1.23 Million
0.74% of portfolio
|
Q2 2023
Reduced 9.5%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
5,502
shares
|
$1.23 Million
1.21% of portfolio
|
Q4 2024
Added 278.66%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
5,468
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
5,426
shares
|
$1.21 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,418
shares
|
$1.21 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,416
shares
|
$1.21 Million
0.51% of portfolio
|
Q4 2024
Reduced 53.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,338
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,333
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,322
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,278
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,237
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
5,215
shares
|
$1.16 Million
0.53% of portfolio
|
Q4 2024
Added 23.55%
|
|
|
Fulcrum Equity Management
|
Mar 24, 2025 Q4 2024 |
5,170
shares
|
$1.15 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Unconventional Investor, LLC
|
Feb 18, 2025 Q4 2024 |
5,101
shares
|
$1.14 Million
0.77% of portfolio
|
Q4 2022
Reduced 10.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
5,100
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
5,093
shares
|
$1.14 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
5,082
shares
|
$1.14 Million
0.4% of portfolio
|
Q1 2024
Added 82.15%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
5,032
shares
|
$1.12 Million
0.21% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
5,009
shares
|
$1.12 Million
0.13% of portfolio
|
Q4 2024
Added 73.5%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
4,993
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,926
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 22.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
4,875
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.49%
|