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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,372
shares
|
$663,756
0.0% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
2,366
shares
|
$662,077
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,353
shares
|
$658,439
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2,351
shares
|
$657,880
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,351
shares
|
$657,880
0.02% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,342
shares
|
$655,361
0.0% of portfolio
|
Q1 2025
Reduced 30.77%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,335
shares
|
$653,403
0.16% of portfolio
|
Q2 2025
Reduced 43.06%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,329
shares
|
$651,724
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
2,291
shares
|
$641,090
0.24% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
2,258
shares
|
$631,856
0.14% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,245
shares
|
$628,218
0.01% of portfolio
|
Q3 2022
Reduced 19.56%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
2,225
shares
|
$622,621
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
2,190
shares
|
$612,827
0.01% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
2,180
shares
|
$610,029
0.08% of portfolio
|
Q2 2025
Reduced 80.12%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,177
shares
|
$609,189
0.02% of portfolio
|
Q2 2025
Reduced 75.28%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,163
shares
|
$605,272
0.14% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,149
shares
|
$601,354
0.0% of portfolio
|
Q2 2025
Added 21.07%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
2,146
shares
|
$600,515
0.18% of portfolio
|
Q2 2025
Added 33.71%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,146
shares
|
$600,515
0.0% of portfolio
|
Q2 2025
Added 31.74%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,141
shares
|
$599,116
0.09% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,140
shares
|
$598,836
0.02% of portfolio
|
Q2 2025
Added 30.17%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
2,127
shares
|
$595,198
0.42% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
2,122
shares
|
$593,799
0.04% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,103
shares
|
$588,482
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
2,100
shares
|
$587,643
0.0% of portfolio
|
Q2 2025
New holding
|