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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,229
shares
|
$293,042
0.02% of portfolio
|
Q3 2024
Reduced 17.46%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
1,227
shares
|
$292,565
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,225
shares
|
$292,089
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,214
shares
|
$289,466
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
1,203
shares
|
$286,843
0.07% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
1,197
shares
|
$285,412
0.13% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
1,192
shares
|
$284,220
0.07% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,172
shares
|
$279,451
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,160
shares
|
$276,590
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
1,157
shares
|
$275,875
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,136
shares
|
$270,867
0.06% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,122
shares
|
$267,529
0.12% of portfolio
|
Q3 2023
Added 4.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,118
shares
|
$266,575
0.0% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,104
shares
|
$263,237
0.0% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$262,284
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
1,099
shares
|
$262,045
0.02% of portfolio
|
Q3 2024
Reduced 39.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,095
shares
|
$261,091
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
1,095
shares
|
$261,091
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
1,084
shares
|
$258,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
1,070
shares
|
$255,130
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,070
shares
|
$255,130
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
1,056
shares
|
$251,792
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,046
shares
|
$249,408
0.03% of portfolio
|
Q3 2024
Added 2515.0%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
1,041
shares
|
$248,216
0.09% of portfolio
|
Q1 2024
Reduced 33.78%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,029
shares
|
$245,354
0.06% of portfolio
|
Q3 2024
New holding
|