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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
145
shares
|
$38,551
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
142
shares
|
$37,753
0.0% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
138
shares
|
$36,690
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
126
shares
|
$33,499
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
124
shares
|
$32,967
0.0% of portfolio
|
Q4 2024
Reduced 78.55%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
120
shares
|
$31,904
0.03% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
111
shares
|
$29,511
0.01% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
102
shares
|
$27,118
0.02% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
101
shares
|
$26,852
0.0% of portfolio
|
Q3 2022
Added 74.14%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
100
shares
|
$26,587
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
100
shares
|
$26,587
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
100
shares
|
$26,587
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
100
shares
|
$26,587
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$26,587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
100
shares
|
$26,587
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
97
shares
|
$25,789
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
90
shares
|
$23,928
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
81
shares
|
$21,535
0.0% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
76
shares
|
$20,206
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
68
shares
|
$18,079
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
68
shares
|
$18,079
0.01% of portfolio
|
Q2 2023
Reduced 48.09%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
67
shares
|
$17,813
0.0% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
67
shares
|
$17,813
0.0% of portfolio
|
Q4 2024
Reduced 72.76%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
65
shares
|
$17,281
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
60
shares
|
$15,952
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|