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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
260
shares
|
$61,994
0.0% of portfolio
|
Q3 2022
Reduced 10.96%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
250
shares
|
$59,610
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
250
shares
|
$59,610
0.0% of portfolio
|
Q4 2022
Added 252.11%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
246
shares
|
$58,656
0.02% of portfolio
|
Q3 2024
Added 132.08%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
245
shares
|
$58,417
0.0% of portfolio
|
Q2 2022
Reduced 6.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
239
shares
|
$56,987
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
233
shares
|
$55,556
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
230
shares
|
$54,841
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
230
shares
|
$54,841
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
215
shares
|
$51,264
0.0% of portfolio
|
Q3 2024
Added 27.98%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
211
shares
|
$50,310
0.01% of portfolio
|
Q3 2022
Reduced 53.11%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
206
shares
|
$49,118
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$47,688
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
200
shares
|
$47,688
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
197
shares
|
$46,972
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
190
shares
|
$45,303
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
189
shares
|
$45,065
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
188
shares
|
$44,826
0.0% of portfolio
|
Q3 2018
Reduced 19.31%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
185
shares
|
$44,111
0.01% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
180
shares
|
$42,919
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
174
shares
|
$41,488
0.0% of portfolio
|
Q1 2024
Added 34.88%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
167
shares
|
$39,819
0.01% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
163
shares
|
$38,865
0.0% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
156
shares
|
$37,196
0.01% of portfolio
|
Q4 2021
Added 38.05%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
155
shares
|
$36,958
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|