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 |
|---|---|---|---|---|---|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
855
shares
|
$239,254
0.02% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
851
shares
|
$238,135
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
850
shares
|
$237,855
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
845
shares
|
$236,456
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
837
shares
|
$234,217
0.0% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
836
shares
|
$233,937
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
October Effect LTD
Virginia Beach, VA |
Aug 11, 2025 Q2 2025 |
831
shares
|
$232,538
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
821
shares
|
$229,740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
812
shares
|
$227,221
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
811
shares
|
$226,942
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
808
shares
|
$226,102
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
807
shares
|
$225,822
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
805
shares
|
$225,263
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
805
shares
|
$225,263
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
805
shares
|
$225,263
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
805
shares
|
$225,263
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
798
shares
|
$223,304
0.14% of portfolio
|
Q2 2025
Added 130.64%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
797
shares
|
$223,024
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
797
shares
|
$223,024
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
795
shares
|
$222,464
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
790
shares
|
$221,065
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
788
shares
|
$220,506
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
786
shares
|
$219,946
0.17% of portfolio
|
Q2 2025
Reduced 50.25%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
784
shares
|
$219,386
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
779
shares
|
$217,987
0.04% of portfolio
|
Q2 2025
New holding
|