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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
2,360
shares
|
$600,030
0.05% of portfolio
|
Q1 2025
Reduced 21.31%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,351
shares
|
$597,741
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,342
shares
|
$595,453
0.0% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,329
shares
|
$592,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
2,322
shares
|
$590,368
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
2,321
shares
|
$590,114
0.32% of portfolio
|
Q1 2025
Reduced 70.3%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
2,316
shares
|
$588,843
0.22% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
2,269
shares
|
$576,893
0.14% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,245
shares
|
$570,791
0.01% of portfolio
|
Q3 2022
Reduced 19.56%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,233
shares
|
$567,740
0.0% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
2,225
shares
|
$565,706
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
2,215
shares
|
$563,163
0.01% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,141
shares
|
$544,349
0.09% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,140
shares
|
$544,095
0.12% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
2,127
shares
|
$540,789
0.44% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
2,109
shares
|
$536,213
0.39% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,088
shares
|
$530,874
0.0% of portfolio
|
Q1 2025
Added 23.11%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
2,084
shares
|
$529,857
0.18% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,083
shares
|
$529,602
0.0% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,065
shares
|
$525,026
0.1% of portfolio
|
Q2 2023
Reduced 19.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
2,051
shares
|
$521,466
0.02% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,006
shares
|
$510,025
0.05% of portfolio
|
Q1 2025
Reduced 59.95%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,999
shares
|
$508,245
0.07% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
1,998
shares
|
$507,991
0.0% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
1,994
shares
|
$506,974
0.29% of portfolio
|
Q1 2025
New holding
|