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 |
---|---|---|---|---|---|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
47,834
shares
|
$9.91 Million
0.16% of portfolio
|
Q1 2024
Added 10.67%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
45,093
shares
|
$9.34 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
Tamar Securities, LLC
|
May 13, 2024 Q1 2024 |
44,333
shares
|
$9.18 Million
1.54% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2024 Q1 2024 |
39,007
shares
|
$8.08 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
37,878
shares
|
$7.84 Million
0.66% of portfolio
|
Q1 2024
Reduced 24.79%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
37,456
shares
|
$7.76 Million
0.13% of portfolio
|
Q1 2024
Added 38.64%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
36,069
shares
|
$7.47 Million
0.55% of portfolio
|
Q1 2024
Added 1378.84%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
May 13, 2024 Q1 2024 |
36,037
shares
|
$7.46 Million
4.04% of portfolio
|
Q1 2024
New holding
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
35,913
shares
|
$7.44 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 12, 2024 Q1 2024 |
35,275
shares
|
$7.31 Million
2.03% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 10, 2024 Q1 2024 |
33,220
shares
|
$6.88 Million
0.28% of portfolio
|
Q1 2024
Added 0.81%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
32,570
shares
|
$6.75 Million
0.03% of portfolio
|
Q1 2024
Reduced 24.25%
|
|
Wealth Management Partners, LLC
|
Apr 12, 2024 Q1 2024 |
32,371
shares
|
$6.7 Million
3.42% of portfolio
|
Q1 2024
Added 0.65%
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
31,415
shares
|
$6.51 Million
0.61% of portfolio
|
Q1 2024
Added 1.35%
|
|
Fsc Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
31,035
shares
|
$6.43 Million
4.52% of portfolio
|
Q1 2024
New holding
|
|
Pacific Sun Financial Corp
|
May 01, 2024 Q1 2024 |
30,850
shares
|
$6.39 Million
3.96% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
May 15, 2024 Q1 2024 |
30,639
shares
|
$6.35 Million
1.87% of portfolio
|
Q1 2024
Reduced 47.19%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
29,550
shares
|
$6.12 Million
0.14% of portfolio
|
Q1 2024
Added 2.92%
|
|
Ntv Asset Management LLC
|
May 07, 2024 Q1 2024 |
29,419
shares
|
$6.09 Million
0.93% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
28,895
shares
|
$5.98 Million
0.02% of portfolio
|
Q1 2024
Added 33.0%
|
|
Bay Colony Advisory Group, Inc D
|
Apr 30, 2024 Q1 2024 |
28,720
shares
|
$5.95 Million
1.06% of portfolio
|
Q1 2024
Reduced 6.92%
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 30, 2024 Q1 2024 |
28,720
shares
|
$5.95 Million
1.06% of portfolio
|
Q1 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
27,003
shares
|
$5.59 Million
0.13% of portfolio
|
Q1 2024
Reduced 16.44%
|
|
Paragon Private Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
26,575
shares
|
$5.5 Million
3.34% of portfolio
|
Q1 2024
Added 2.38%
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
26,154
shares
|
$5.42 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.8%
|