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 544 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
3,803,230
shares
|
$891 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,353,944
shares
|
$317 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,021,004
shares
|
$239 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
890,555
shares
|
$209 Million
0.01% of portfolio
|
Q3 2024
Added 21573.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
753,884
shares
|
$177 Million
0.04% of portfolio
|
Q3 2024
Added 70.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
683,728
shares
|
$160 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
645,940
shares
|
$151 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
432,966
shares
|
$101 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,818
shares
|
$65.8 Million
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
240,875
shares
|
$56.4 Million
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,484
shares
|
$48.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
176,242
shares
|
$41.3 Million
0.06% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
166,557
shares
|
$39 Million
0.08% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
162,784
shares
|
$38.1 Million
1.53% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
153,724
shares
|
$36 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.82%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
143,573
shares
|
$33.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
141,361
shares
|
$33.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.31%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
113,687
shares
|
$26.6 Million
5.69% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
113,186
shares
|
$26.5 Million
0.16% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
108,832
shares
|
$25.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
107,886
shares
|
$25.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.92%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
106,690
shares
|
$25 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
100,418
shares
|
$23.5 Million
1.73% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
97,598
shares
|
$22.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
94,547
shares
|
$22.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.92%
|