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 636 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 $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
81
shares
|
$21,793
0.0% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
76
shares
|
$20,447
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
68
shares
|
$18,295
0.01% of portfolio
|
Q2 2023
Reduced 48.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
68
shares
|
$18,295
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
67
shares
|
$18,026
0.0% of portfolio
|
Q4 2024
Reduced 72.76%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
67
shares
|
$18,026
0.0% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
65
shares
|
$17,488
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
60
shares
|
$16,143
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
56
shares
|
$15,066
0.01% of portfolio
|
Q1 2025
Reduced 63.16%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
54
shares
|
$14,528
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
50
shares
|
$13,452
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
50
shares
|
$13,452
0.0% of portfolio
|
Q2 2022
Reduced 65.75%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
50
shares
|
$13,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
48
shares
|
$12,914
0.0% of portfolio
|
Q1 2025
Added 220.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
48
shares
|
$12,914
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
48
shares
|
$12,914
0.0% of portfolio
|
Q2 2025
Reduced 70.55%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
47
shares
|
$12,645
0.0% of portfolio
|
Q2 2024
Reduced 48.35%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
46
shares
|
$12,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
46
shares
|
$12,376
0.0% of portfolio
|
Q1 2022
Reduced 58.93%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
45
shares
|
$12,107
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
44
shares
|
$11,838
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
39
shares
|
$10,492
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
37
shares
|
$9,954
0.0% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
36
shares
|
$9,685
0.0% of portfolio
|
Q1 2024
Reduced 57.14%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
36
shares
|
$9,685
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|