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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
11,822
shares
|
$3.15 Million
0.02% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
11,675
shares
|
$3.12 Million
0.87% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
11,401
shares
|
$3.04 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
11,269
shares
|
$3.01 Million
1.38% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
11,135
shares
|
$2.97 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
11,083
shares
|
$2.96 Million
0.15% of portfolio
|
Q3 2021
Reduced 0.63%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
10,811
shares
|
$2.89 Million
1.2% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
10,780
shares
|
$2.88 Million
0.26% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
10,413
shares
|
$2.78 Million
0.05% of portfolio
|
Q4 2024
Added 16.57%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
10,397
shares
|
$2.77 Million
2.35% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,381
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
10,234
shares
|
$2.73 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,936
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,733
shares
|
$2.6 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
9,573
shares
|
$2.55 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
9,480
shares
|
$2.53 Million
0.86% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
9,451
shares
|
$2.52 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,450
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,298
shares
|
$2.48 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
9,284
shares
|
$2.48 Million
1.35% of portfolio
|
Q4 2024
Reduced 59.6%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
9,159
shares
|
$2.44 Million
0.32% of portfolio
|
Q4 2024
Added 23.52%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
9,158
shares
|
$2.44 Million
0.88% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,087
shares
|
$2.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
9,077
shares
|
$2.42 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,807
shares
|
$2.35 Million
0.06% of portfolio
|
Q4 2024
Added 200.99%
|