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 |
---|---|---|---|---|---|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
108
shares
|
$22,360
0.01% of portfolio
|
Q4 2023
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
101
shares
|
$20,911
0.0% of portfolio
|
Q3 2022
Added 74.14%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 01, 2024 Q1 2024 |
100
shares
|
$20,704
0.0% of portfolio
|
Q1 2024
Reduced 60.0%
|
|
Global Trust Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
100
shares
|
$20,704
0.01% of portfolio
|
Q1 2024
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
100
shares
|
$20,704
0.01% of portfolio
|
Q1 2024
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
100
shares
|
$20,704
0.0% of portfolio
|
Q3 2020
New holding
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 10, 2024 Q1 2024 |
100
shares
|
$20,704
0.01% of portfolio
|
Q1 2020
New holding
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
100
shares
|
$20,704
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
100
shares
|
$20,704
0.0% of portfolio
|
Q3 2022
New holding
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 13, 2024 Q1 2024 |
100
shares
|
$20,704
0.0% of portfolio
|
Q3 2023
New holding
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 13, 2024 Q1 2024 |
100
shares
|
$20,704
0.01% of portfolio
|
Q3 2021
New holding
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
91
shares
|
$18,840
0.0% of portfolio
|
Q1 2024
Reduced 8.08%
|
|
Iron Horse Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
90
shares
|
$18,633
0.01% of portfolio
|
Q3 2023
New holding
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
90
shares
|
$18,633
0.01% of portfolio
|
Q4 2020
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
74
shares
|
$15,320
0.0% of portfolio
|
Q1 2024
New holding
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
71
shares
|
$14,699
0.0% of portfolio
|
Q1 2024
Reduced 76.41%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
71
shares
|
$14,699
0.0% of portfolio
|
Q1 2024
New holding
|
|
Breakwater Investment Management
Seattle, WA |
Jun 13, 2024 Q1 2024 |
68
shares
|
$14,078
0.01% of portfolio
|
Q1 2024
New holding
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
68
shares
|
$14,078
0.01% of portfolio
|
Q2 2023
Reduced 48.09%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
67
shares
|
$13,871
0.0% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
67
shares
|
$13,871
0.01% of portfolio
|
Q4 2022
Reduced 28.72%
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Apr 17, 2024 Q1 2024 |
65
shares
|
$13,457
0.01% of portfolio
|
Q3 2022
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
58
shares
|
$12,008
0.01% of portfolio
|
Q4 2023
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
May 02, 2024 Q1 2024 |
54
shares
|
$11,180
0.0% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
50
shares
|
$10,352
0.0% of portfolio
|
Q2 2022
Reduced 65.75%
|