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 545 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
14,534
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,426
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2024
Added 122.38%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
14,369
shares
|
$3.43 Million
0.37% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
14,318
shares
|
$3.41 Million
0.84% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
14,299
shares
|
$3.41 Million
1.68% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
14,033
shares
|
$3.35 Million
1.08% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
13,874
shares
|
$3.31 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
13,744
shares
|
$3.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 33.54%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
13,297
shares
|
$3.17 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
13,117
shares
|
$3.13 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
13,084
shares
|
$3.12 Million
0.09% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,824
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
12,732
shares
|
$3.04 Million
0.11% of portfolio
|
Q2 2024
Added 26.91%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
12,677
shares
|
$3.02 Million
0.98% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
12,653
shares
|
$3.02 Million
0.17% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
12,418
shares
|
$2.96 Million
2.05% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
12,100
shares
|
$2.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 85.76%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
11,979
shares
|
$2.86 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,581
shares
|
$2.76 Million
0.99% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
11,485
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
11,401
shares
|
$2.72 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
11,346
shares
|
$2.71 Million
0.02% of portfolio
|
Q3 2024
Added 105.8%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
11,269
shares
|
$2.69 Million
1.38% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
11,200
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Added 117.01%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
11,153
shares
|
$2.66 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.27%
|