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 639 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,412
shares
|
$917,998
0.18% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
3,408
shares
|
$916,922
0.15% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
3,381
shares
|
$909,658
0.13% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,334
shares
|
$897,012
0.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
3,320
shares
|
$893,246
0.06% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
3,306
shares
|
$889,479
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,282
shares
|
$883,022
0.21% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,267
shares
|
$878,986
0.01% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
3,222
shares
|
$866,879
0.54% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
3,176
shares
|
$854,502
0.85% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,154
shares
|
$848,583
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
3,154
shares
|
$848,583
0.35% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
626 Financial, LLC
|
Jul 23, 2025 Q2 2025 |
3,132
shares
|
$842,664
0.45% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,115
shares
|
$838,090
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,102
shares
|
$834,593
0.03% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
3,066
shares
|
$824,907
0.4% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,039
shares
|
$817,642
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,984
shares
|
$802,845
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,928
shares
|
$787,778
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,862
shares
|
$770,021
0.18% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,821
shares
|
$758,990
0.02% of portfolio
|
Q2 2020
Added 19.19%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,800
shares
|
$753,340
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
2,765
shares
|
$743,923
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,717
shares
|
$731,008
0.13% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
2,663
shares
|
$716,480
0.0% of portfolio
|
Q1 2025
Added 3.9%
|