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 610 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
188
shares
|
$50,169
0.0% of portfolio
|
Q3 2018
Reduced 19.31%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
180
shares
|
$48,034
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
180
shares
|
$48,034
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
174
shares
|
$46,433
0.0% of portfolio
|
Q1 2024
Added 34.88%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
167
shares
|
$44,565
0.01% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
156
shares
|
$41,630
0.01% of portfolio
|
Q4 2021
Added 38.05%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
155
shares
|
$41,363
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
155
shares
|
$41,363
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
155
shares
|
$41,363
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
154
shares
|
$41,096
0.01% of portfolio
|
Q2 2024
Added 2980.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
152
shares
|
$40,562
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
150
shares
|
$40,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
150
shares
|
$40,029
0.0% of portfolio
|
Q1 2024
Reduced 69.33%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
150
shares
|
$40,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
150
shares
|
$40,029
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
150
shares
|
$40,029
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
142
shares
|
$37,894
0.0% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
138
shares
|
$36,826
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
135
shares
|
$36,026
0.0% of portfolio
|
Q4 2024
Added 575.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
132
shares
|
$35,225
0.0% of portfolio
|
Q4 2024
Added 1220.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
120
shares
|
$32,023
0.03% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
111
shares
|
$29,621
0.01% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
103
shares
|
$27,486
0.0% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
101
shares
|
$26,952
0.0% of portfolio
|
Q3 2022
Added 74.14%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
100
shares
|
$26,686
0.0% of portfolio
|
Q1 2024
New holding
|