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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
950
shares
|
$265,838
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
946
shares
|
$264,719
0.01% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
934
shares
|
$261,361
0.02% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
932
shares
|
$260,801
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
931
shares
|
$260,521
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
919
shares
|
$257,163
0.01% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
914
shares
|
$255,764
0.02% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
914
shares
|
$255,764
0.02% of portfolio
|
Q2 2025
Reduced 54.25%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
912
shares
|
$255,204
0.06% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
910
shares
|
$254,645
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
905
shares
|
$253,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
902
shares
|
$252,406
0.0% of portfolio
|
Q2 2025
Reduced 37.66%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
900
shares
|
$251,847
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
900
shares
|
$251,847
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
895
shares
|
$250,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
895
shares
|
$250,447
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
887
shares
|
$248,209
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
884
shares
|
$247,369
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
880
shares
|
$246,250
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
880
shares
|
$246,250
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
880
shares
|
$246,250
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
873
shares
|
$244,291
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
860
shares
|
$240,653
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
860
shares
|
$240,653
0.02% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
858
shares
|
$240,094
0.13% of portfolio
|
Q2 2025
New holding
|