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 545 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 $3.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
3,931
shares
|
$937,307
0.09% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,915
shares
|
$933,492
0.17% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,907
shares
|
$931,585
0.0% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,902
shares
|
$930,392
0.1% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,785
shares
|
$902,495
0.0% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
3,715
shares
|
$885,804
0.16% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,582
shares
|
$854,092
0.17% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
3,564
shares
|
$849,800
0.83% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
3,516
shares
|
$838,355
0.05% of portfolio
|
Q3 2024
Reduced 60.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,513
shares
|
$837,639
0.04% of portfolio
|
Q3 2024
Reduced 85.2%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
3,478
shares
|
$829,294
0.11% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
3,449
shares
|
$822,379
0.1% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,403
shares
|
$811,411
0.01% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,383
shares
|
$806,642
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,368
shares
|
$803,065
0.16% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,360
shares
|
$801,158
0.02% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,357
shares
|
$800,443
0.13% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
3,345
shares
|
$797,581
0.05% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,282
shares
|
$782,560
0.21% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,271
shares
|
$779,937
0.06% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
3,256
shares
|
$776,360
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,173
shares
|
$756,570
0.03% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,158
shares
|
$752,993
0.09% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
3,087
shares
|
$736,064
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,047
shares
|
$726,526
0.01% of portfolio
|
Q3 2024
Reduced 6.01%
|