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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,021
shares
|
$243,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,005
shares
|
$239,632
0.02% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$238,440
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$238,440
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$238,440
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$238,440
0.07% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
997
shares
|
$237,724
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
981
shares
|
$233,909
0.09% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
955
shares
|
$227,710
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
955
shares
|
$227,710
0.01% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
885
shares
|
$211,019
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
868
shares
|
$206,965
0.02% of portfolio
|
Q3 2024
Reduced 87.32%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
790
shares
|
$188,367
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
774
shares
|
$184,552
0.04% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
750
shares
|
$178,830
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
740
shares
|
$176,445
0.09% of portfolio
|
Q2 2024
Reduced 81.86%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
725
shares
|
$172,869
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
700
shares
|
$166,908
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
690
shares
|
$164,523
0.04% of portfolio
|
Q2 2022
Reduced 3.36%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
645
shares
|
$153,793
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
607
shares
|
$144,733
0.0% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
578
shares
|
$137,818
0.01% of portfolio
|
Q3 2024
Reduced 68.91%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
575
shares
|
$137,103
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
550
shares
|
$131,142
0.0% of portfolio
|
Q2 2022
Reduced 67.22%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
519
shares
|
$123,750
0.03% of portfolio
|
Q3 2024
Reduced 14.07%
|