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 |
---|---|---|---|---|---|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
12,459
shares
|
$2.58 Million
2.09% of portfolio
|
Q4 2023
Reduced 6.3%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 18, 2024 Q1 2024 |
12,212
shares
|
$2.53 Million
1.5% of portfolio
|
Q1 2024
Added 58.43%
|
|
Pcg Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
12,096
shares
|
$2.51 Million
1.21% of portfolio
|
Q1 2024
Added 1.09%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
11,785
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2024
Added 11.94%
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 15, 2024 Q1 2024 |
11,764
shares
|
$2.44 Million
1.8% of portfolio
|
Q1 2024
Added 0.86%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
11,446
shares
|
$2.37 Million
0.13% of portfolio
|
Q1 2024
Added 13.17%
|
|
Peterson Wealth Management
|
May 15, 2024 Q1 2024 |
11,392
shares
|
$2.36 Million
1.69% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
Etfidea, LLC
Syracuse, NY |
May 03, 2024 Q1 2024 |
11,384
shares
|
$2.36 Million
0.8% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
11,083
shares
|
$2.3 Million
0.15% of portfolio
|
Q3 2021
Reduced 0.63%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
11,032
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2024
Added 32.1%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
10,919
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2023
Reduced 42.97%
|
|
Somerset Group LLC
Wayzata, MN |
May 10, 2024 Q1 2024 |
10,375
shares
|
$2.15 Million
2.03% of portfolio
|
Q1 2024
Reduced 9.19%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
10,137
shares
|
$2.1 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
10,098
shares
|
$2.09 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
10,021
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.32%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2024 Q1 2024 |
9,931
shares
|
$2.06 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
9,503
shares
|
$1.97 Million
0.11% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
9,369
shares
|
$1.94 Million
0.04% of portfolio
|
Q1 2024
Added 21.96%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
9,333
shares
|
$1.93 Million
0.02% of portfolio
|
Q1 2024
Added 31.62%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
9,214
shares
|
$1.91 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.35%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
9,068
shares
|
$1.88 Million
0.08% of portfolio
|
Q4 2023
Added 27.18%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
9,006
shares
|
$1.87 Million
0.73% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
Juncture Wealth Strategies, LLC
|
Apr 05, 2024 Q1 2024 |
9,001
shares
|
$1.86 Million
0.79% of portfolio
|
Q1 2024
Added 3.9%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Apr 25, 2024 Q1 2024 |
8,742
shares
|
$1.81 Million
0.77% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
Norden Group LLC
Provo, UT |
Apr 19, 2024 Q1 2024 |
8,700
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2024
New holding
|