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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,880
shares
|
$1.16 Million
0.19% of portfolio
|
Q3 2024
Reduced 37.23%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
4,875
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,813
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,787
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
4,758
shares
|
$1.13 Million
0.31% of portfolio
|
Q2 2023
Reduced 4.25%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
4,742
shares
|
$1.13 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
4,730
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
4,719
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,670
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
4,612
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
4,566
shares
|
$1.09 Million
0.28% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,552
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
4,545
shares
|
$1.08 Million
0.54% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,385
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 36.16%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
4,350
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
4,295
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
4,266
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
4,252
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,244
shares
|
$1.01 Million
0.54% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
4,221
shares
|
$1.01 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,163
shares
|
$992,625
0.02% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
4,122
shares
|
$982,849
0.51% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
4,025
shares
|
$959,721
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,964
shares
|
$945,176
0.06% of portfolio
|
Q3 2024
Added 29.16%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
3,950
shares
|
$941,838
0.11% of portfolio
|
Q3 2024
Reduced 5.12%
|