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 633 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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,673
shares
|
$444,800
0.06% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
1,660
shares
|
$441,344
0.08% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,657
shares
|
$440,546
0.0% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
1,644
shares
|
$437,090
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,630
shares
|
$433,368
0.05% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
1,629
shares
|
$433,102
0.0% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
1,627
shares
|
$432,570
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
1,605
shares
|
$426,721
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
1,605
shares
|
$426,721
0.17% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,593
shares
|
$423,530
0.01% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
1,580
shares
|
$420,074
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,576
shares
|
$419,011
0.06% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,557
shares
|
$413,959
0.0% of portfolio
|
Q1 2025
Added 36.94%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
1,553
shares
|
$412,896
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
1,531
shares
|
$407,046
0.01% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
1,529
shares
|
$406,515
0.17% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,519
shares
|
$403,856
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
1,493
shares
|
$396,943
0.01% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,462
shares
|
$388,701
0.03% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
1,451
shares
|
$385,777
0.06% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
1,447
shares
|
$384,713
0.0% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
1,417
shares
|
$376,737
0.2% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,413
shares
|
$375,674
0.02% of portfolio
|
Q4 2023
Added 6.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,401
shares
|
$372,483
0.01% of portfolio
|
Q2 2025
Added 460.4%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
1,399
shares
|
$371,952
0.08% of portfolio
|
Q2 2025
Reduced 6.48%
|