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 |
---|---|---|---|---|---|
Kesler, Norman & Wride, LLC
|
Apr 19, 2024 Q1 2024 |
5,239
shares
|
$1.08 Million
0.23% of portfolio
|
Q1 2024
Added 1.97%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
5,201
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
Unconventional Investor, LLC
|
May 10, 2024 Q1 2024 |
5,101
shares
|
$1.06 Million
0.78% of portfolio
|
Q4 2022
Reduced 10.48%
|
|
Trust CO Of Oklahoma
|
Apr 19, 2024 Q1 2024 |
5,082
shares
|
$1.05 Million
0.37% of portfolio
|
Q1 2024
Added 82.15%
|
|
Destiny Wealth Partners, LLC
|
Apr 09, 2024 Q1 2024 |
4,986
shares
|
$1.03 Million
0.19% of portfolio
|
Q1 2022
Reduced 9.98%
|
|
Austin Wealth Management, LLC
Austin, TX |
May 23, 2024 Q1 2024 |
4,982
shares
|
$1.03 Million
0.25% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2024 Q1 2024 |
4,975
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 85.99%
|
|
Concentrum Wealth Management
|
May 06, 2024 Q1 2024 |
4,969
shares
|
$1.03 Million
0.47% of portfolio
|
Q1 2024
Added 45.51%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
4,936
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2024
Added 19.54%
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2024 Q1 2024 |
4,875
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2020
Reduced 22.31%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
4,799
shares
|
$993,872
0.13% of portfolio
|
Q1 2024
Added 86.66%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
4,786
shares
|
$991,180
0.05% of portfolio
|
Q1 2024
Added 22.37%
|
|
Ayalon Insurance Comp Ltd.
|
Apr 15, 2024 Q1 2024 |
4,758
shares
|
$985,381
0.32% of portfolio
|
Q2 2023
Reduced 4.25%
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
4,753
shares
|
$984,346
0.01% of portfolio
|
Q1 2024
Reduced 7.74%
|
|
Wespac Advisors So Cal, LLC
|
Apr 18, 2024 Q1 2024 |
4,747
shares
|
$983,103
0.26% of portfolio
|
Q1 2024
Added 5.72%
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
4,744
shares
|
$982,482
0.4% of portfolio
|
Q4 2023
New holding
|
|
Means Investment Co., Inc.
|
Apr 17, 2024 Q1 2024 |
4,733
shares
|
$980,204
0.13% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
4,701
shares
|
$973,577
0.0% of portfolio
|
Q1 2024
New holding
|
|
Valeo Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
4,664
shares
|
$965,914
0.03% of portfolio
|
Q1 2024
Added 2.37%
|
|
Summit Financial, LLC
Parsippany, NJ |
Apr 24, 2024 Q1 2024 |
4,661
shares
|
$965,293
0.06% of portfolio
|
Q1 2024
Added 12.83%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
4,544
shares
|
$941,062
0.0% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
Smart Portfolios, LLC
Seattle, WA |
May 01, 2024 Q1 2024 |
4,540
shares
|
$940,234
1.08% of portfolio
|
Q1 2024
Reduced 8.23%
|
|
Meitav Dash Investments LTD
|
May 01, 2024 Q1 2024 |
4,507
shares
|
$933,399
0.02% of portfolio
|
Q1 2024
Reduced 51.62%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
May 15, 2024 Q1 2024 |
4,500
shares
|
$931,950
0.11% of portfolio
|
Q1 2024
Reduced 13.64%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2024 Q1 2024 |
4,472
shares
|
$926,151
0.0% of portfolio
|
Q1 2024
Reduced 23.95%
|