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 540 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.86 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Wealth Investment Group, LLC
|
Jan 16, 2024 Q4 2023 |
2,217
shares
|
$459,007
0.06% of portfolio
|
Q4 2023
Added 7.73%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
2,215
shares
|
$458,593
0.03% of portfolio
|
Q1 2024
Reduced 41.94%
|
|
Harvest Investment Services, LLC
|
May 13, 2024 Q1 2024 |
2,185
shares
|
$452,382
0.18% of portfolio
|
Q1 2024
Added 1.44%
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2024 Q1 2024 |
2,166
shares
|
$448,448
0.01% of portfolio
|
Q1 2024
New holding
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
2,141
shares
|
$443,272
0.07% of portfolio
|
Q4 2022
Added 0.09%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 15, 2024 Q1 2024 |
2,130
shares
|
$440,995
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
2,124
shares
|
$439,752
0.12% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
Columbia Asset Management
Ann Arbor, MI |
May 08, 2024 Q1 2024 |
2,110
shares
|
$436,854
0.08% of portfolio
|
Q2 2023
Reduced 2.99%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,083
shares
|
$431,264
0.0% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 09, 2024 Q1 2024 |
2,083
shares
|
$431,264
0.08% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Fusion Capital, LLC
|
May 15, 2024 Q1 2024 |
2,071
shares
|
$428,779
0.19% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,065
shares
|
$427,537
0.1% of portfolio
|
Q2 2023
Reduced 19.59%
|
|
Able Financial Group, LLC
Scottsdale, AZ |
May 10, 2024 Q1 2024 |
2,037
shares
|
$421,740
0.16% of portfolio
|
Q1 2024
Added 28.84%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
1,994
shares
|
$412,837
0.02% of portfolio
|
Q1 2024
New holding
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
1,982
shares
|
$410,353
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
1,953
shares
|
$404,349
0.0% of portfolio
|
Q1 2024
Added 0.51%
|
|
Glassman Wealth Services
|
May 03, 2024 Q1 2024 |
1,935
shares
|
$400,622
0.08% of portfolio
|
Q1 2021
Reduced 10.0%
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,934
shares
|
$400,415
0.0% of portfolio
|
Q1 2024
Added 2.44%
|
|
Tru Independence LLC
|
Apr 18, 2024 Q1 2024 |
1,919
shares
|
$397,309
0.12% of portfolio
|
Q1 2024
Reduced 3.42%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
1,871
shares
|
$387,371
0.03% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Cambridge Advisors Inc.
|
Apr 16, 2024 Q1 2024 |
1,868
shares
|
$386,750
0.09% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
1,859
shares
|
$384,887
0.08% of portfolio
|
Q1 2024
Added 1.97%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
1,833
shares
|
$379,504
0.0% of portfolio
|
Q4 2023
Reduced 13.94%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
1,816
shares
|
$375,984
0.01% of portfolio
|
Q1 2024
Reduced 5.66%
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jun 25, 2024 Q1 2024 |
1,800
shares
|
$372,672
0.2% of portfolio
|
Q3 2023
Reduced 3.38%
|