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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,821
shares
|
$789,400
0.02% of portfolio
|
Q2 2020
Added 19.19%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,800
shares
|
$783,524
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,794
shares
|
$781,845
0.06% of portfolio
|
Q2 2025
Reduced 30.22%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,783
shares
|
$778,766
0.01% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
2,765
shares
|
$773,729
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,717
shares
|
$760,298
0.13% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
2,627
shares
|
$735,113
0.43% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,626
shares
|
$734,833
0.09% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
2,618
shares
|
$732,594
0.23% of portfolio
|
Q2 2025
Added 36.85%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,618
shares
|
$732,594
0.0% of portfolio
|
Q2 2025
Added 136.28%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,614
shares
|
$731,475
0.0% of portfolio
|
Q1 2025
Reduced 36.18%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,579
shares
|
$721,681
0.06% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,575
shares
|
$720,562
0.05% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,521
shares
|
$705,451
0.25% of portfolio
|
Q1 2024
Reduced 22.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,509
shares
|
$702,093
0.04% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
2,507
shares
|
$701,533
0.04% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,489
shares
|
$696,496
0.09% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,441
shares
|
$683,065
0.01% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
2,432
shares
|
$680,546
0.41% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
2,420
shares
|
$677,188
0.34% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,415
shares
|
$675,789
0.04% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
2,402
shares
|
$672,151
0.31% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
2,398
shares
|
$671,032
0.06% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
2,384
shares
|
$667,114
0.2% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,379
shares
|
$665,715
0.02% of portfolio
|
Q4 2024
Added 73.52%
|