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 |
---|---|---|---|---|---|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
4,012
shares
|
$844,526
0.19% of portfolio
|
Q2 2024
Added 242.03%
|
|
Means Investment Co., Inc.
|
Jul 19, 2024 Q2 2024 |
3,969
shares
|
$835,474
0.1% of portfolio
|
Q2 2024
Reduced 16.14%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
3,915
shares
|
$824,107
0.19% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
3,855
shares
|
$811,477
0.02% of portfolio
|
Q2 2024
Added 12.13%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
3,788
shares
|
$797,374
0.0% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jul 12, 2024 Q2 2024 |
3,776
shares
|
$794,848
0.13% of portfolio
|
Q2 2024
Added 53.56%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
3,758
shares
|
$791,059
0.01% of portfolio
|
Q2 2024
Added 7416.0%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
3,696
shares
|
$778,008
0.08% of portfolio
|
Q2 2024
Reduced 8.08%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
3,686
shares
|
$775,903
0.01% of portfolio
|
Q2 2024
Added 8.25%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
3,635
shares
|
$765,167
0.0% of portfolio
|
Q2 2024
Added 63.44%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
3,627
shares
|
$763,483
0.07% of portfolio
|
Q2 2024
Reduced 19.4%
|
|
Worth Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
3,605
shares
|
$758,852
0.46% of portfolio
|
Q2 2024
Added 3.15%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
3,554
shares
|
$748,117
0.05% of portfolio
|
Q2 2024
Reduced 54.09%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,513
shares
|
$739,486
0.0% of portfolio
|
Q2 2024
Added 546.96%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
3,486
shares
|
$733,803
0.12% of portfolio
|
Q1 2024
Added 1.48%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
3,484
shares
|
$733,382
0.11% of portfolio
|
Q2 2024
Added 5.1%
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,483
shares
|
$733,171
0.18% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
3,376
shares
|
$710,648
0.06% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
3,360
shares
|
$707,280
0.02% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
3,356
shares
|
$706,438
0.06% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,282
shares
|
$690,861
0.21% of portfolio
|
Q2 2022
Added 0.46%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
3,266
shares
|
$687,493
0.23% of portfolio
|
Q2 2024
Reduced 14.97%
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
3,256
shares
|
$685,388
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
3,242
shares
|
$682,441
0.01% of portfolio
|
Q2 2024
Added 5.53%
|
|
Trexquant Investment LP
Stamford, CT |
Aug 13, 2024 Q2 2024 |
3,232
shares
|
$680,336
0.01% of portfolio
|
Q2 2024
Added 49.22%
|