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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
3,537
shares
|
$899,282
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
3,481
shares
|
$885,044
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,474
shares
|
$883,264
0.01% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,412
shares
|
$867,501
0.18% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
3,408
shares
|
$866,484
0.15% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,356
shares
|
$853,263
0.06% of portfolio
|
Q1 2025
Added 111766.67%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,334
shares
|
$847,669
0.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
3,320
shares
|
$844,110
0.06% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
3,306
shares
|
$840,550
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,282
shares
|
$834,448
0.21% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
3,263
shares
|
$829,617
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
3,176
shares
|
$807,498
0.85% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,154
shares
|
$801,904
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
3,150
shares
|
$800,887
0.39% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,115
shares
|
$791,988
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,102
shares
|
$788,683
0.03% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,039
shares
|
$772,665
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
2,986
shares
|
$759,190
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,963
shares
|
$753,342
0.31% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,928
shares
|
$744,444
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,844
shares
|
$723,087
0.15% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,821
shares
|
$717,239
0.02% of portfolio
|
Q2 2020
Added 19.19%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
2,765
shares
|
$703,001
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,717
shares
|
$690,797
0.11% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,675
shares
|
$680,118
0.05% of portfolio
|
Q1 2025
Reduced 3.6%
|