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 |
|---|---|---|---|---|---|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
39,185
shares
|
$10.5 Million
1.54% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
38,198
shares
|
$10.2 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
35,983
shares
|
$9.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
35,250
shares
|
$9.41 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
34,926
shares
|
$9.32 Million
0.03% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,900
shares
|
$9.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
34,734
shares
|
$9.27 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
33,627
shares
|
$8.97 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
33,338
shares
|
$8.9 Million
3.54% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
32,850
shares
|
$8.77 Million
1.86% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
32,578
shares
|
$8.69 Million
6.7% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
31,373
shares
|
$8.37 Million
0.13% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
31,241
shares
|
$8.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 27.01%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
29,931
shares
|
$7.99 Million
4.22% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
28,975
shares
|
$7.73 Million
0.56% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
28,585
shares
|
$7.63 Million
0.2% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
27,089
shares
|
$7.23 Million
0.63% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
26,818
shares
|
$7.16 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
26,673
shares
|
$7.12 Million
3.09% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
26,566
shares
|
$7.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
26,475
shares
|
$7.07 Million
1.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
26,060
shares
|
$6.95 Million
0.04% of portfolio
|
Q4 2024
Added 129.68%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,691
shares
|
$6.86 Million
0.25% of portfolio
|
Q4 2024
Added 631.31%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
25,366
shares
|
$6.77 Million
0.04% of portfolio
|
Q4 2024
Reduced 43.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
25,059
shares
|
$6.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.06%
|