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 539 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 $3.87 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
46
shares
|
$9,526
0.0% of portfolio
|
Q1 2022
Reduced 58.93%
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
46
shares
|
$9,526
0.0% of portfolio
|
Q2 2023
Reduced 57.8%
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
45
shares
|
$9,319
0.01% of portfolio
|
Q4 2018
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
45
shares
|
$9,319
0.0% of portfolio
|
Q4 2023
New holding
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
44
shares
|
$9,112
0.01% of portfolio
|
Q2 2024
New holding
|
|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
40
shares
|
$8,284
0.0% of portfolio
|
Q4 2023
Reduced 48.72%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
40
shares
|
$8,284
0.0% of portfolio
|
Q1 2024
Reduced 48.72%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 17, 2024 Q1 2024 |
39
shares
|
$8,076
0.0% of portfolio
|
Q1 2023
New holding
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
37
shares
|
$7,662
0.0% of portfolio
|
Q2 2023
Reduced 70.87%
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
36
shares
|
$7,455
0.0% of portfolio
|
Q1 2024
Reduced 57.14%
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
35
shares
|
$7,248
0.0% of portfolio
|
Q1 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
33
shares
|
$6,834
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
30
shares
|
$6,213
0.0% of portfolio
|
Q3 2019
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
28
shares
|
$5,798
0.0% of portfolio
|
Q1 2023
Reduced 99.07%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
26
shares
|
$5,384
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
25
shares
|
$5,177
0.0% of portfolio
|
Q2 2022
Added 2400.0%
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
25
shares
|
$5,177
0.0% of portfolio
|
Q4 2022
New holding
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
May 08, 2024 Q1 2024 |
25
shares
|
$5,177
0.0% of portfolio
|
Q4 2023
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24
shares
|
$4,970
0.0% of portfolio
|
Q2 2023
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Apr 17, 2024 Q1 2024 |
24
shares
|
$4,970
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
First Manhattan CO
New York, NY |
May 15, 2024 Q1 2024 |
23
shares
|
$4,763
0.0% of portfolio
|
Q4 2023
New holding
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
21
shares
|
$4,349
0.0% of portfolio
|
Q1 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
20
shares
|
$4,142
0.0% of portfolio
|
Q1 2024
Reduced 68.75%
|
|
Financial Gravity Asset Management, Inc.
|
Jun 26, 2024 Q1 2024 |
19
shares
|
$3,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
15
shares
|
$3,106
0.0% of portfolio
|
Q1 2024
New holding
|