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 |
---|---|---|---|---|---|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
26,062
shares
|
$5.4 Million
0.3% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
Gateway Advisory, LLC
Westfield, NJ |
May 15, 2024 Q1 2024 |
25,807
shares
|
$5.34 Million
1.03% of portfolio
|
Q1 2024
Added 4.32%
|
|
Quadrature Capital LTD
London, X0 |
May 14, 2024 Q1 2024 |
25,538
shares
|
$5.29 Million
0.09% of portfolio
|
Q1 2024
New holding
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2024 Q1 2024 |
25,127
shares
|
$5.2 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
Somerset Trust CO
|
Apr 05, 2024 Q1 2024 |
24,557
shares
|
$5.09 Million
2.1% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
24,393
shares
|
$5.05 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.91%
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2024 Q1 2024 |
24,065
shares
|
$4.98 Million
3.87% of portfolio
|
Q1 2024
Added 3.15%
|
|
Crestone Asset Management LLC
|
Apr 26, 2024 Q1 2024 |
23,276
shares
|
$4.82 Million
0.96% of portfolio
|
Q1 2024
Reduced 3.12%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
22,853
shares
|
$4.73 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.0%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
22,744
shares
|
$4.71 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
22,424
shares
|
$4.64 Million
4.28% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
22,378
shares
|
$4.63 Million
0.32% of portfolio
|
Q1 2024
Added 1.82%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
22,209
shares
|
$4.6 Million
0.05% of portfolio
|
Q1 2024
Added 0.83%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
21,187
shares
|
$4.39 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
21,167
shares
|
$4.38 Million
0.04% of portfolio
|
Q1 2024
Added 5.07%
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
20,416
shares
|
$4.23 Million
2.24% of portfolio
|
Q3 2022
Added 0.7%
|
|
Cannon Global Investment Management, LLC
|
Apr 17, 2024 Q1 2024 |
20,400
shares
|
$4.22 Million
11.24% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
20,163
shares
|
$4.18 Million
0.78% of portfolio
|
Q1 2024
Added 40.28%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
19,928
shares
|
$4.13 Million
0.16% of portfolio
|
Q4 2023
Added 19.62%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
19,830
shares
|
$4.11 Million
0.0% of portfolio
|
Q1 2024
Added 1.72%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
19,825
shares
|
$4.11 Million
0.07% of portfolio
|
Q1 2024
Added 1.66%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,928
shares
|
$3.92 Million
0.1% of portfolio
|
Q3 2022
Added 3.83%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
18,574
shares
|
$3.85 Million
0.1% of portfolio
|
Q1 2024
Added 205.04%
|
|
Hsbc Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
18,265
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2024
Added 270.86%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Apr 30, 2024 Q1 2024 |
18,262
shares
|
$3.78 Million
0.4% of portfolio
|
Q1 2024
Added 15.96%
|