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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
67
shares
|
$15,975
0.0% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
65
shares
|
$15,498
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
58
shares
|
$13,829
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
54
shares
|
$12,875
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
50
shares
|
$11,922
0.0% of portfolio
|
Q2 2022
Reduced 65.75%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
50
shares
|
$11,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
48
shares
|
$11,445
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
47
shares
|
$11,206
0.0% of portfolio
|
Q2 2024
Reduced 48.35%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
46
shares
|
$10,968
0.0% of portfolio
|
Q2 2023
Reduced 57.8%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
46
shares
|
$10,968
0.0% of portfolio
|
Q1 2022
Reduced 58.93%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
45
shares
|
$10,729
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
44
shares
|
$10,491
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
39
shares
|
$9,299
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
37
shares
|
$8,822
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
36
shares
|
$8,583
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36
shares
|
$8,583
0.0% of portfolio
|
Q1 2024
Reduced 57.14%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$7,153
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
26
shares
|
$6,199
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
25
shares
|
$5,961
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
25
shares
|
$5,961
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
25
shares
|
$5,961
0.0% of portfolio
|
Q2 2022
Added 2400.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
25
shares
|
$5,961
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
24
shares
|
$5,722
0.0% of portfolio
|
Q3 2024
Reduced 66.2%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24
shares
|
$5,722
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
23
shares
|
$5,484
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|