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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
124
shares
|
$34,698
0.0% of portfolio
|
Q4 2024
Reduced 78.55%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
122
shares
|
$34,139
0.02% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
120
shares
|
$33,579
0.03% of portfolio
|
Q3 2024
Reduced 91.08%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
111
shares
|
$31,061
0.01% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
102
shares
|
$28,542
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
100
shares
|
$27,983
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
100
shares
|
$27,983
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
100
shares
|
$27,983
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
100
shares
|
$27,983
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
100
shares
|
$27,983
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
100
shares
|
$27,983
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
100
shares
|
$27,983
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
99
shares
|
$27,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
97
shares
|
$27,143
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
90
shares
|
$25,184
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
89
shares
|
$24,904
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
81
shares
|
$22,666
0.0% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
76
shares
|
$21,267
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
68
shares
|
$19,028
0.01% of portfolio
|
Q2 2023
Reduced 48.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
68
shares
|
$19,028
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
67
shares
|
$18,748
0.0% of portfolio
|
Q4 2024
Reduced 72.76%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
67
shares
|
$18,748
0.0% of portfolio
|
Q1 2022
Reduced 16.25%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
65
shares
|
$18,188
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
63
shares
|
$17,629
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
60
shares
|
$16,789
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|