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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
25,059
shares
|
$5.77 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
24,553
shares
|
$5.65 Million
0.46% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
24,501
shares
|
$5.64 Million
4.23% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
24,225
shares
|
$5.57 Million
0.01% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
23,254
shares
|
$5.35 Million
2.21% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
21,512
shares
|
$4.95 Million
4.64% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
21,458
shares
|
$4.94 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
21,326
shares
|
$4.91 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
20,975
shares
|
$4.83 Million
1.76% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
20,940
shares
|
$4.82 Million
0.05% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
20,734
shares
|
$4.77 Million
0.0% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
20,416
shares
|
$4.7 Million
2.24% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
20,170
shares
|
$4.64 Million
0.07% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
20,163
shares
|
$4.64 Million
0.78% of portfolio
|
Q1 2024
Added 40.28%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,928
shares
|
$4.35 Million
0.1% of portfolio
|
Q3 2022
Added 3.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
18,349
shares
|
$4.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
18,099
shares
|
$4.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 74.25%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,978
shares
|
$3.91 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
16,655
shares
|
$3.83 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
16,506
shares
|
$3.8 Million
2.38% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
16,198
shares
|
$3.73 Million
1.66% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,730
shares
|
$3.62 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
14,961
shares
|
$3.44 Million
0.13% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,605
shares
|
$3.36 Million
0.0% of portfolio
|
Q4 2024
Added 30.4%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14,541
shares
|
$3.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 31.43%
|