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 617 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
94,806
shares
|
$24.1 Million
1.73% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
94,611
shares
|
$24.1 Million
0.07% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
93,918
shares
|
$23.9 Million
0.34% of portfolio
|
Q2 2024
Added 16.72%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
93,408
shares
|
$23.7 Million
9.37% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
91,148
shares
|
$23.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
88,492
shares
|
$22.5 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
87,165
shares
|
$22.2 Million
0.03% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
86,868
shares
|
$22.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
85,509
shares
|
$21.7 Million
2.08% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
85,463
shares
|
$21.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
85,257
shares
|
$21.7 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
82,808
shares
|
$21.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.68%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
81,208
shares
|
$20.6 Million
0.02% of portfolio
|
Q1 2025
Added 51.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
80,104
shares
|
$20.4 Million
0.0% of portfolio
|
Q1 2025
Added 129.52%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
79,603
shares
|
$20.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
69,592
shares
|
$17.7 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
67,340
shares
|
$17.1 Million
0.13% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
64,966
shares
|
$16.5 Million
0.22% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
59,743
shares
|
$15.2 Million
1.05% of portfolio
|
Q2 2022
Reduced 4.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
59,112
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
57,000
shares
|
$14.5 Million
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
56,868
shares
|
$14.5 Million
0.03% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
55,814
shares
|
$14.2 Million
1.69% of portfolio
|
Q1 2025
Added 25.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
54,634
shares
|
$13.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
54,248
shares
|
$13.8 Million
0.66% of portfolio
|
Q3 2022
Reduced 1.55%
|