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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
428
shares
|
$119,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
419
shares
|
$117,248
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
415
shares
|
$116,129
0.01% of portfolio
|
Q3 2021
Reduced 14.96%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
411
shares
|
$115,010
0.05% of portfolio
|
Q2 2024
Reduced 26.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
400
shares
|
$111,932
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
398
shares
|
$111,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
388
shares
|
$108,574
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
385
shares
|
$107,734
0.01% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
372
shares
|
$104,096
0.0% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
356
shares
|
$99,619
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
354
shares
|
$99,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
350
shares
|
$97,940
0.0% of portfolio
|
Q1 2023
Reduced 41.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$92,343
0.01% of portfolio
|
Q2 2022
Reduced 30.96%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
328
shares
|
$91,784
0.02% of portfolio
|
Q4 2024
Reduced 10.87%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
325
shares
|
$90,944
0.01% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
298
shares
|
$83,389
0.07% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
282
shares
|
$78,912
0.0% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
275
shares
|
$76,953
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
250
shares
|
$69,957
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
239
shares
|
$66,879
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
233
shares
|
$65,200
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
232
shares
|
$64,920
0.02% of portfolio
|
Q2 2025
Reduced 34.09%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
230
shares
|
$64,360
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
225
shares
|
$62,961
0.0% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
221
shares
|
$61,842
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|