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 617 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
3,204,712
shares
|
$815 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,518,015
shares
|
$386 Million
0.02% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,152,401
shares
|
$293 Million
0.05% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,035,454
shares
|
$263 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
745,689
shares
|
$190 Million
0.07% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
723,824
shares
|
$184 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
446,347
shares
|
$113 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
358,064
shares
|
$91 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
286,897
shares
|
$72.9 Million
0.04% of portfolio
|
Q1 2025
Added 18445.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,818
shares
|
$71.4 Million
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
241,921
shares
|
$61.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,484
shares
|
$52.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
181,614
shares
|
$46.2 Million
0.05% of portfolio
|
Q1 2025
Added 339.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
166,557
shares
|
$42.3 Million
0.08% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
163,799
shares
|
$41.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.99%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
154,269
shares
|
$39.2 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
153,000
shares
|
$38.9 Million
0.17% of portfolio
|
Q1 2025
Added 30.21%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
149,692
shares
|
$38.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
146,803
shares
|
$37.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
128,221
shares
|
$32.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
127,356
shares
|
$32.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
123,052
shares
|
$31.3 Million
0.03% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
110,383
shares
|
$28.1 Million
0.06% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
108,600
shares
|
$27.6 Million
6.31% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
96,488
shares
|
$24.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.33%
|