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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
950
shares
|
$252,576
0.05% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
947
shares
|
$251,778
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
946
shares
|
$251,513
0.01% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
946
shares
|
$251,513
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
941
shares
|
$250,183
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
934
shares
|
$248,322
0.02% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
931
shares
|
$247,524
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
918
shares
|
$244,068
0.02% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
912
shares
|
$242,473
0.06% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
910
shares
|
$241,941
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
907
shares
|
$241,144
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
905
shares
|
$240,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
900
shares
|
$239,283
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
895
shares
|
$237,953
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
887
shares
|
$235,826
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
858
shares
|
$228,116
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
851
shares
|
$226,255
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
808
shares
|
$214,822
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
797
shares
|
$211,898
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
795
shares
|
$211,366
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
790
shares
|
$210,037
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
784
shares
|
$208,442
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
779
shares
|
$207,112
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
774
shares
|
$205,783
0.04% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
750
shares
|
$199,402
0.11% of portfolio
|
Q4 2021
New holding
|