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 632 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,963
shares
|
$521,902
0.02% of portfolio
|
Q1 2025
Reduced 44.98%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
1,920
shares
|
$510,470
0.08% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
1,913
shares
|
$508,609
0.15% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
1,883
shares
|
$500,633
0.28% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
1,868
shares
|
$496,645
0.08% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,862
shares
|
$495,049
0.01% of portfolio
|
Q2 2024
Reduced 20.02%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
1,857
shares
|
$493,720
0.15% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
1,853
shares
|
$492,657
0.02% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,828
shares
|
$486,010
0.03% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
1,814
shares
|
$482,288
0.15% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,810
shares
|
$481,224
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,808
shares
|
$480,692
0.01% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,808
shares
|
$480,692
0.06% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
1,802
shares
|
$479,097
0.17% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,794
shares
|
$476,970
0.0% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
1,788
shares
|
$475,375
0.17% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,785
shares
|
$474,577
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,775
shares
|
$471,919
0.0% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,736
shares
|
$461,550
0.01% of portfolio
|
Q2 2025
Reduced 66.57%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
1,730
shares
|
$459,955
0.06% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
1,725
shares
|
$458,625
0.06% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,723
shares
|
$458,094
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
1,718
shares
|
$456,764
0.11% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
1,710
shares
|
$454,637
0.01% of portfolio
|
Q1 2025
Added 69.14%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
1,703
shares
|
$452,776
0.04% of portfolio
|
Q3 2024
Added 0.65%
|