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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,065
shares
|
$298,018
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
1,060
shares
|
$296,619
0.02% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
1,056
shares
|
$295,500
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
1,050
shares
|
$293,821
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
1,044
shares
|
$292,142
0.08% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
1,028
shares
|
$287,665
0.21% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,005
shares
|
$281,229
0.02% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$279,830
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$279,830
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$279,830
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$279,830
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$279,830
0.1% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,000
shares
|
$279,830
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
996
shares
|
$278,710
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
981
shares
|
$274,513
0.1% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
980
shares
|
$274,233
0.03% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
973
shares
|
$272,274
0.05% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
971
shares
|
$271,714
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
967
shares
|
$270,595
0.13% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
965
shares
|
$270,035
0.05% of portfolio
|
Q2 2025
Reduced 78.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
965
shares
|
$270,035
0.0% of portfolio
|
Q2 2025
Reduced 60.32%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
960
shares
|
$268,636
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Aug 04, 2025 Q2 2025 |
958
shares
|
$268,077
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
955
shares
|
$267,237
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
950
shares
|
$265,838
0.05% of portfolio
|
Q2 2025
Reduced 8.65%
|