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 537 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
3,852,634
shares
|
$790 Million
0.82% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,608,141
shares
|
$330 Million
0.03% of portfolio
|
Q1 2024
Added 5.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,112,966
shares
|
$228 Million
0.06% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
1,045,761
shares
|
$214 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
871,878
shares
|
$179 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
763,680
shares
|
$157 Million
0.09% of portfolio
|
Q1 2024
Added 10.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
746,522
shares
|
$153 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
493,745
shares
|
$101 Million
0.02% of portfolio
|
Q1 2024
Added 2.18%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
493,066
shares
|
$101 Million
0.03% of portfolio
|
Q1 2024
Added 10.44%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
342,301
shares
|
$70.2 Million
0.03% of portfolio
|
Q1 2024
Added 40.46%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
305,800
shares
|
$62.7 Million
0.16% of portfolio
|
Q1 2024
Reduced 46.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
294,407
shares
|
$60.3 Million
0.09% of portfolio
|
Q1 2024
Reduced 7.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
220,682
shares
|
$45.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
199,743
shares
|
$40.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
178,259
shares
|
$36.5 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 15, 2024 Q1 2024 |
175,137
shares
|
$35.9 Million
1.78% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
166,557
shares
|
$34.1 Million
0.08% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
162,129
shares
|
$33.2 Million
0.01% of portfolio
|
Q1 2024
Added 10.84%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
162,056
shares
|
$33.2 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
150,979
shares
|
$30.9 Million
0.07% of portfolio
|
Q1 2024
Reduced 17.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
145,099
shares
|
$29.7 Million
0.03% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2024 Q1 2024 |
129,500
shares
|
$26.5 Million
0.06% of portfolio
|
Q1 2024
Reduced 57.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
128,492
shares
|
$26.3 Million
0.0% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
120,125
shares
|
$24.6 Million
0.05% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
May 07, 2024 Q1 2024 |
108,623
shares
|
$22.3 Million
5.84% of portfolio
|
Q1 2024
Reduced 1.51%
|
|