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 |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
4,704
shares
|
$1.2 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
4,667
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
4,632
shares
|
$1.18 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,594
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,562
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 35.42%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
4,560
shares
|
$1.16 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,511
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
4,447
shares
|
$1.13 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,434
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
4,380
shares
|
$1.11 Million
0.35% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,271
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
4,250
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,244
shares
|
$1.08 Million
0.54% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,174
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
4,101
shares
|
$1.04 Million
0.28% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,004
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
3,999
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
3,961
shares
|
$1.01 Million
0.99% of portfolio
|
Q1 2025
Reduced 23.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,932
shares
|
$999,711
0.01% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
3,837
shares
|
$975,557
0.11% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,815
shares
|
$969,963
0.18% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,786
shares
|
$962,590
0.02% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,665
shares
|
$931,826
0.01% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
3,627
shares
|
$922,164
0.3% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
3,587
shares
|
$911,994
0.0% of portfolio
|
Q1 2025
Reduced 6.59%
|