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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,973
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 27.33%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,956
shares
|
$1.42 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,933
shares
|
$1.41 Million
0.22% of portfolio
|
Q3 2024
Added 33.36%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,887
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
5,842
shares
|
$1.39 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
5,830
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2024
Reduced 79.86%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
5,824
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.92%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
5,796
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,738
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
5,727
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Added 32.05%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
5,652
shares
|
$1.35 Million
0.47% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
5,649
shares
|
$1.35 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
5,636
shares
|
$1.34 Million
0.11% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,541
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
5,526
shares
|
$1.32 Million
0.74% of portfolio
|
Q2 2023
Reduced 9.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,443
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
5,426
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
5,426
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,418
shares
|
$1.29 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,289
shares
|
$1.26 Million
0.05% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
5,231
shares
|
$1.25 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
5,101
shares
|
$1.22 Million
0.7% of portfolio
|
Q4 2022
Reduced 10.48%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,093
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
5,082
shares
|
$1.21 Million
0.35% of portfolio
|
Q1 2024
Added 82.15%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
4,986
shares
|
$1.19 Million
0.2% of portfolio
|
Q1 2022
Reduced 9.98%
|