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 632 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
372
shares
|
$98,903
0.0% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
361
shares
|
$95,979
0.03% of portfolio
|
Q4 2023
Reduced 27.22%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
361
shares
|
$95,979
0.03% of portfolio
|
Q1 2025
Reduced 40.23%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
350
shares
|
$93,054
0.0% of portfolio
|
Q1 2023
Reduced 41.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
346
shares
|
$91,991
0.06% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$87,737
0.01% of portfolio
|
Q2 2022
Reduced 30.96%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
328
shares
|
$87,205
0.02% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
325
shares
|
$86,407
0.01% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
323
shares
|
$85,876
0.07% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
300
shares
|
$79,761
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
300
shares
|
$79,761
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
298
shares
|
$79,229
0.0% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
297
shares
|
$78,963
0.0% of portfolio
|
Q3 2018
Reduced 25.49%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
290
shares
|
$77,102
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
284
shares
|
$75,507
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
275
shares
|
$73,114
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
254
shares
|
$67,530
0.0% of portfolio
|
Q1 2025
Reduced 79.43%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
250
shares
|
$66,467
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
239
shares
|
$63,542
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
233
shares
|
$61,947
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
232
shares
|
$61,681
0.02% of portfolio
|
Q2 2025
Reduced 34.09%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
230
shares
|
$61,150
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
230
shares
|
$61,150
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
230
shares
|
$61,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
225
shares
|
$59,820
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|