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 |
|---|---|---|---|---|---|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
7,807
shares
|
$1.86 Million
1.32% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
7,736
shares
|
$1.84 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
7,732
shares
|
$1.84 Million
0.47% of portfolio
|
Q3 2024
Reduced 50.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,653
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
7,564
shares
|
$1.8 Million
0.57% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
7,471
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
7,429
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
7,415
shares
|
$1.77 Million
0.22% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
7,411
shares
|
$1.77 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
7,391
shares
|
$1.76 Million
0.15% of portfolio
|
Q3 2024
Added 61.48%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,371
shares
|
$1.76 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,301
shares
|
$1.74 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,290
shares
|
$1.74 Million
0.74% of portfolio
|
Q1 2023
Reduced 3.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
7,218
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,175
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
6,988
shares
|
$1.67 Million
0.48% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
6,888
shares
|
$1.64 Million
0.69% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
6,705
shares
|
$1.6 Million
1.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,616
shares
|
$1.58 Million
0.68% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
6,585
shares
|
$1.57 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
6,506
shares
|
$1.55 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
6,385
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,385
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,368
shares
|
$1.52 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,178
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|