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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
97,289
shares
|
$27.2 Million
0.08% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
96,069
shares
|
$26.9 Million
0.03% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
95,023
shares
|
$26.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
93,918
shares
|
$26.3 Million
0.34% of portfolio
|
Q2 2024
Added 16.72%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
86,111
shares
|
$24.1 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
85,257
shares
|
$23.9 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
84,763
shares
|
$23.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
84,493
shares
|
$23.6 Million
0.0% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
82,403
shares
|
$23.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
79,808
shares
|
$22.3 Million
1.59% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
75,639
shares
|
$21.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
71,610
shares
|
$20 Million
1.95% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
70,098
shares
|
$19.6 Million
0.29% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
69,710
shares
|
$19.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 21.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
67,303
shares
|
$18.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
59,743
shares
|
$16.7 Million
1.05% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
59,129
shares
|
$16.5 Million
0.04% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
59,112
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
57,748
shares
|
$16.2 Million
1.89% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
57,000
shares
|
$16 Million
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
54,788
shares
|
$15.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
54,248
shares
|
$15.2 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.55%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
52,815
shares
|
$14.8 Million
4.49% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
47,353
shares
|
$13.3 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
45,727
shares
|
$12.8 Million
1.66% of portfolio
|
Q2 2025
Added 21.82%
|