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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
155
shares
|
$36,958
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
155
shares
|
$36,958
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
154
shares
|
$36,719
0.01% of portfolio
|
Q2 2024
Added 2980.0%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
150
shares
|
$35,766
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
150
shares
|
$35,766
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
138
shares
|
$32,904
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
127
shares
|
$30,281
0.0% of portfolio
|
Q3 2024
Reduced 61.4%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
125
shares
|
$29,805
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
120
shares
|
$28,612
0.02% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
120
shares
|
$28,612
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
111
shares
|
$26,466
0.01% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
109
shares
|
$25,989
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
101
shares
|
$24,082
0.0% of portfolio
|
Q3 2022
Added 74.14%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$23,844
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$23,844
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
100
shares
|
$23,844
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
100
shares
|
$23,844
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
100
shares
|
$23,844
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
100
shares
|
$23,844
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
100
shares
|
$23,844
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
90
shares
|
$21,459
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
90
shares
|
$21,459
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
74
shares
|
$17,644
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
68
shares
|
$16,213
0.01% of portfolio
|
Q2 2023
Reduced 48.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
68
shares
|
$16,213
0.01% of portfolio
|
Q1 2024
New holding
|