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 |
---|---|---|---|---|---|
1776 Wealth LLC
|
May 10, 2024 Q1 2024 |
6,884
shares
|
$1.43 Million
0.71% of portfolio
|
Q1 2024
Added 1.58%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 17, 2024 Q1 2024 |
6,872
shares
|
$1.42 Million
0.69% of portfolio
|
Q1 2024
Added 1.73%
|
|
626 Financial, LLC
|
Apr 18, 2024 Q1 2024 |
6,792
shares
|
$1.41 Million
0.84% of portfolio
|
Q1 2024
Reduced 43.08%
|
|
Private Advisory Group LLC
Redmond, WA |
May 14, 2024 Q1 2024 |
6,749
shares
|
$1.4 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
6,650
shares
|
$1.38 Million
0.11% of portfolio
|
Q1 2024
Reduced 2.86%
|
|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
6,623
shares
|
$1.37 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
May 08, 2024 Q1 2024 |
6,541
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2024
Reduced 10.74%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
6,360
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2023
Reduced 1.96%
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
6,187
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2024
Added 68.35%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
6,125
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2024
Added 10.7%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
6,092
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
6,085
shares
|
$1.26 Million
0.61% of portfolio
|
Q1 2024
Reduced 7.48%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
5,940
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2024
Added 7.32%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
5,935
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.42%
|
|
Defined Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
5,895
shares
|
$1.22 Million
0.89% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
5,855
shares
|
$1.21 Million
0.18% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
5,847
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2024
Added 8.16%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
5,825
shares
|
$1.21 Million
0.2% of portfolio
|
Q1 2024
Reduced 14.28%
|
|
Wmg Financial Advisors, LLC
|
May 07, 2024 Q1 2024 |
5,767
shares
|
$1.19 Million
0.7% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,738
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
5,577
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2024
Added 0.31%
|
|
Smith Anglin Financial, LLC
|
Apr 24, 2024 Q1 2024 |
5,565
shares
|
$1.15 Million
0.12% of portfolio
|
Q4 2023
Added 24.25%
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
5,526
shares
|
$1.14 Million
0.74% of portfolio
|
Q2 2023
Reduced 9.5%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,418
shares
|
$1.12 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Lyell Wealth Management, LP
|
May 03, 2024 Q1 2024 |
5,384
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2024
Reduced 16.59%
|