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 |
---|---|---|---|---|---|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
3,174
shares
|
$668,127
0.02% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
3,131
shares
|
$659,075
0.18% of portfolio
|
Q2 2024
Reduced 17.17%
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 01, 2024 Q2 2024 |
3,087
shares
|
$649,813
0.2% of portfolio
|
Q4 2023
New holding
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
3,082
shares
|
$648,761
0.09% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
Fifth Third Securities, Inc.
|
Jul 15, 2024 Q2 2024 |
3,075
shares
|
$647,287
0.06% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
3,069
shares
|
$646,024
0.04% of portfolio
|
Q2 2024
Added 0.13%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
3,056
shares
|
$643,288
0.32% of portfolio
|
Q2 2024
Added 3.14%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
3,015
shares
|
$634,657
0.12% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 12, 2024 Q2 2024 |
2,990
shares
|
$629,395
0.34% of portfolio
|
Q2 2024
Reduced 24.93%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
2,970
shares
|
$625,185
0.02% of portfolio
|
Q1 2024
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
2,960
shares
|
$623,080
0.01% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 05, 2024 Q2 2024 |
2,954
shares
|
$621,817
0.01% of portfolio
|
Q4 2023
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
2,912
shares
|
$612,976
0.02% of portfolio
|
Q2 2024
Added 5.81%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
2,844
shares
|
$598,662
0.02% of portfolio
|
Q2 2024
Reduced 24.4%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,821
shares
|
$593,820
0.02% of portfolio
|
Q2 2020
Added 19.19%
|
|
Strategic Wealth Investment Group, LLC
|
Aug 13, 2024 Q2 2024 |
2,819
shares
|
$593,399
0.08% of portfolio
|
Q2 2024
Added 27.15%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
2,819
shares
|
$593,399
0.1% of portfolio
|
Q2 2024
Added 3.95%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
2,802
shares
|
$589,821
0.08% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
Mwa Asset Management
Lexington, MA |
Jul 26, 2024 Q2 2024 |
2,796
shares
|
$588,558
0.41% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
2,775
shares
|
$584,137
0.05% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2024 Q2 2024 |
2,765
shares
|
$582,032
0.22% of portfolio
|
Q4 2023
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
2,737
shares
|
$576,138
0.03% of portfolio
|
Q2 2024
Added 13.1%
|
|
Quadrature Capital LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
2,677
shares
|
$563,508
0.01% of portfolio
|
Q2 2024
Reduced 89.52%
|
|
Woodward Diversified Capital, LLC
|
Jul 30, 2024 Q2 2024 |
2,634
shares
|
$554,457
0.32% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,626
shares
|
$552,773
0.09% of portfolio
|
Q1 2024
Added 3.75%
|