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 625 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $3.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
200
shares
|
$46,110
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$46,110
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
196
shares
|
$45,187
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
194
shares
|
$44,726
0.0% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
191
shares
|
$44,035
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
190
shares
|
$43,804
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
188
shares
|
$43,343
0.0% of portfolio
|
Q3 2018
Reduced 19.31%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
180
shares
|
$41,499
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
180
shares
|
$41,499
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
174
shares
|
$40,115
0.0% of portfolio
|
Q1 2024
Added 34.88%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
167
shares
|
$38,501
0.01% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
156
shares
|
$35,965
0.01% of portfolio
|
Q4 2021
Added 38.05%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
155
shares
|
$35,735
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
155
shares
|
$35,735
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
155
shares
|
$35,735
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
154
shares
|
$35,504
0.01% of portfolio
|
Q2 2024
Added 2980.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
152
shares
|
$35,043
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
150
shares
|
$34,582
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
150
shares
|
$34,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
150
shares
|
$34,582
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
150
shares
|
$34,582
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
150
shares
|
$34,582
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
145
shares
|
$33,429
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
142
shares
|
$32,738
0.0% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
138
shares
|
$31,815
0.01% of portfolio
|
Q2 2024
New holding
|