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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
779
shares
|
$217,987
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
774
shares
|
$216,588
0.04% of portfolio
|
Q1 2024
Reduced 2.03%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
750
shares
|
$209,872
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
750
shares
|
$209,872
0.01% of portfolio
|
Q2 2025
Reduced 25.6%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
743
shares
|
$207,913
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
740
shares
|
$207,074
0.09% of portfolio
|
Q2 2024
Reduced 81.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
726
shares
|
$203,156
0.01% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
725
shares
|
$202,876
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
724
shares
|
$202,596
0.07% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
700
shares
|
$195,881
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
691
shares
|
$193,362
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
655
shares
|
$183,288
0.02% of portfolio
|
Q2 2025
Added 197.73%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
645
shares
|
$180,490
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
635
shares
|
$177,692
0.0% of portfolio
|
Q1 2025
Reduced 63.78%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
611
shares
|
$170,976
0.04% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
600
shares
|
$167,898
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
550
shares
|
$153,906
0.0% of portfolio
|
Q2 2022
Reduced 67.22%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
542
shares
|
$151,667
0.0% of portfolio
|
Q2 2025
Added 261.33%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
510
shares
|
$142,713
0.02% of portfolio
|
Q2 2022
Reduced 18.79%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
496
shares
|
$138,795
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
495
shares
|
$138,515
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
493
shares
|
$137,956
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
486
shares
|
$135,997
0.0% of portfolio
|
Q2 2025
Added 91.34%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
466
shares
|
$130,400
0.02% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
443
shares
|
$123,964
0.01% of portfolio
|
Q4 2024
Added 20.71%
|