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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
2,663
shares
|
$677,067
0.0% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,656
shares
|
$675,288
0.02% of portfolio
|
Q1 2025
Reduced 79.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,641
shares
|
$671,474
0.06% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
2,640
shares
|
$671,220
0.02% of portfolio
|
Q1 2025
Reduced 34.21%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
2,631
shares
|
$668,931
0.41% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,627
shares
|
$667,914
0.0% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,626
shares
|
$667,660
0.09% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,614
shares
|
$664,609
0.0% of portfolio
|
Q1 2025
Reduced 36.18%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,521
shares
|
$640,964
0.25% of portfolio
|
Q1 2024
Reduced 22.34%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
2,507
shares
|
$637,404
0.04% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
2,485
shares
|
$631,811
0.38% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,477
shares
|
$629,777
0.08% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
2,452
shares
|
$623,421
0.2% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
2,449
shares
|
$622,658
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
2,444
shares
|
$621,387
0.06% of portfolio
|
Q1 2025
Reduced 37.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,441
shares
|
$620,624
0.0% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,435
shares
|
$619,098
0.04% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,432
shares
|
$618,336
0.01% of portfolio
|
Q4 2024
Added 87.8%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
2,425
shares
|
$616,556
0.27% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
2,424
shares
|
$616,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,403
shares
|
$610,962
0.0% of portfolio
|
Q1 2025
Added 71.4%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
2,403
shares
|
$610,962
0.39% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
2,402
shares
|
$610,708
0.29% of portfolio
|
Q1 2025
Reduced 17.57%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
2,384
shares
|
$606,132
0.04% of portfolio
|
Q1 2025
Reduced 38.22%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,379
shares
|
$604,860
0.02% of portfolio
|
Q4 2024
Added 73.52%
|