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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
220
shares
|
$61,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
212
shares
|
$59,323
0.01% of portfolio
|
Q2 2025
Added 37.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
211
shares
|
$59,044
0.01% of portfolio
|
Q3 2022
Reduced 53.11%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
206
shares
|
$57,644
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
206
shares
|
$57,644
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
204
shares
|
$57,085
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$55,966
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
200
shares
|
$55,966
0.0% of portfolio
|
Q3 2023
Reduced 33.11%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
200
shares
|
$55,966
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
196
shares
|
$54,846
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
194
shares
|
$54,287
0.02% of portfolio
|
Q1 2025
Reduced 46.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
188
shares
|
$52,608
0.0% of portfolio
|
Q3 2018
Reduced 19.31%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
180
shares
|
$50,369
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
180
shares
|
$50,369
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
167
shares
|
$46,731
0.01% of portfolio
|
Q3 2024
Added 149.25%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
156
shares
|
$43,653
0.01% of portfolio
|
Q4 2021
Added 38.05%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
155
shares
|
$43,373
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
150
shares
|
$41,974
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
150
shares
|
$41,974
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
150
shares
|
$41,974
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
150
shares
|
$41,974
0.02% of portfolio
|
Q2 2025
Reduced 99.48%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
149
shares
|
$41,694
0.01% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
145
shares
|
$40,575
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
142
shares
|
$39,735
0.0% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
137
shares
|
$38,336
0.0% of portfolio
|
Q2 2025
Reduced 92.43%
|