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 $3.35 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
3,843,981
shares
|
$809 Million
0.83% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,443,275
shares
|
$304 Million
0.02% of portfolio
|
Q1 2024
Added 5.01%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,100,282
shares
|
$232 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
832,033
shares
|
$175 Million
0.02% of portfolio
|
Q2 2024
Added 11.45%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
689,058
shares
|
$145 Million
0.07% of portfolio
|
Q2 2024
Reduced 9.77%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
518,248
shares
|
$109 Million
0.02% of portfolio
|
Q2 2024
Added 4.96%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
442,931
shares
|
$93.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 10.17%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
280,498
shares
|
$59 Million
0.08% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
240,483
shares
|
$50.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 29.75%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
239,521
shares
|
$50.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 77.1%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
213,111
shares
|
$44.9 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
173,649
shares
|
$36.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
173,049
shares
|
$36.4 Million
0.01% of portfolio
|
Q2 2024
Added 6.74%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
172,102
shares
|
$36.2 Million
1.64% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
166,557
shares
|
$35.1 Million
0.08% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
160,460
shares
|
$33.8 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
139,963
shares
|
$29.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
132,900
shares
|
$28 Million
0.07% of portfolio
|
Q2 2024
Reduced 56.54%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
128,112
shares
|
$27 Million
0.06% of portfolio
|
Q2 2024
Reduced 15.15%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
112,963
shares
|
$23.8 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
111,409
shares
|
$23.5 Million
0.17% of portfolio
|
Q2 2024
Added 35.95%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
110,181
shares
|
$23.2 Million
0.51% of portfolio
|
Q2 2024
New holding
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
108,623
shares
|
$22.9 Million
5.8% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
104,679
shares
|
$22 Million
0.08% of portfolio
|
Q2 2024
Added 1.08%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
98,975
shares
|
$20.8 Million
1.78% of portfolio
|
Q2 2024
Reduced 1.23%
|