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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,498
shares
|
$978,845
0.08% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
3,497
shares
|
$978,565
0.31% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
3,489
shares
|
$976,326
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
3,461
shares
|
$968,491
0.01% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,381
shares
|
$946,105
0.13% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,356
shares
|
$939,109
0.0% of portfolio
|
Q2 2025
Added 102.53%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,334
shares
|
$932,953
0.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
3,311
shares
|
$926,517
0.17% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
3,286
shares
|
$919,521
0.05% of portfolio
|
Q2 2025
Reduced 17.83%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,282
shares
|
$918,402
0.21% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,267
shares
|
$914,204
0.01% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
3,222
shares
|
$901,612
0.54% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,220
shares
|
$901,052
0.06% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
3,154
shares
|
$882,583
0.35% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
3,132
shares
|
$876,427
0.42% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,093
shares
|
$865,514
0.0% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,085
shares
|
$863,275
0.15% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
3,066
shares
|
$857,958
0.4% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$856,279
0.23% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
3,045
shares
|
$852,082
0.02% of portfolio
|
Q2 2025
Added 15.34%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
3,020
shares
|
$845,086
0.9% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,984
shares
|
$835,012
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,978
shares
|
$833,333
0.0% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
2,974
shares
|
$832,214
0.03% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,862
shares
|
$800,873
0.18% of portfolio
|
Q2 2025
Added 0.63%
|