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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,047
shares
|
$733,291
0.01% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
3,037
shares
|
$730,884
0.06% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
3,017
shares
|
$726,071
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,998
shares
|
$721,498
0.02% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,945
shares
|
$708,743
0.09% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,933
shares
|
$705,855
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
2,928
shares
|
$704,652
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,926
shares
|
$704,171
0.02% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,887
shares
|
$694,785
0.07% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
2,821
shares
|
$678,901
0.31% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,821
shares
|
$678,901
0.02% of portfolio
|
Q2 2020
Added 19.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,782
shares
|
$669,516
0.03% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,775
shares
|
$667,831
0.05% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
2,765
shares
|
$665,424
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
2,740
shares
|
$659,408
0.27% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
2,730
shares
|
$657,001
0.38% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,728
shares
|
$656,520
0.06% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$649,782
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
2,675
shares
|
$643,765
0.26% of portfolio
|
Q3 2024
Reduced 12.47%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
2,629
shares
|
$632,695
0.36% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,626
shares
|
$631,973
0.09% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
2,620
shares
|
$630,529
0.03% of portfolio
|
Q2 2024
Reduced 20.05%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
2,598
shares
|
$625,234
0.19% of portfolio
|
Q3 2024
Reduced 20.45%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,593
shares
|
$624,031
0.04% of portfolio
|
Q3 2024
Reduced 45.03%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
2,549
shares
|
$613,442
0.0% of portfolio
|
Q3 2024
Reduced 93.46%
|