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 656 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
4,481
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,445
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
4,434
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,430
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
4,403
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 64.74%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
4,386
shares
|
$1.23 Million
0.65% of portfolio
|
Q2 2025
Added 88.97%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
4,284
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,244
shares
|
$1.19 Million
0.54% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
4,234
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
4,216
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,201
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,163
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,105
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
4,002
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,833
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
3,830
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
3,829
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
Reduced 39.38%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
3,815
shares
|
$1.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,789
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
3,772
shares
|
$1.06 Million
1.55% of portfolio
|
Q2 2025
Reduced 57.73%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
3,700
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 226.57%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,589
shares
|
$1 Million
0.1% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,585
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
3,573
shares
|
$999,832
0.0% of portfolio
|
Q2 2025
Added 36.01%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
3,549
shares
|
$993,116
0.0% of portfolio
|
Q2 2025
Reduced 1.06%
|