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 617 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
50,269
shares
|
$12.8 Million
4.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
48,935
shares
|
$12.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
47,518
shares
|
$12.1 Million
0.93% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
41,879
shares
|
$10.6 Million
0.26% of portfolio
|
Q1 2025
Added 780.37%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
39,847
shares
|
$10.1 Million
1.04% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
38,771
shares
|
$9.86 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
37,537
shares
|
$9.54 Million
1.16% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
35,533
shares
|
$9.03 Million
6.36% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
34,598
shares
|
$8.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
34,494
shares
|
$8.77 Million
0.02% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
33,693
shares
|
$8.57 Million
0.34% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
33,320
shares
|
$8.47 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
33,114
shares
|
$8.42 Million
0.13% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
32,309
shares
|
$8.21 Million
1.67% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
30,701
shares
|
$7.81 Million
0.56% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
29,919
shares
|
$7.61 Million
0.53% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
29,539
shares
|
$7.51 Million
0.62% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
29,355
shares
|
$7.46 Million
3.94% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
28,794
shares
|
$7.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
28,752
shares
|
$7.31 Million
0.02% of portfolio
|
Q1 2025
Added 19068.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,982
shares
|
$7.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
26,653
shares
|
$6.78 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
26,475
shares
|
$6.73 Million
1.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
26,283
shares
|
$6.68 Million
0.01% of portfolio
|
Q1 2025
Added 111.84%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
25,963
shares
|
$6.6 Million
0.04% of portfolio
|
Q1 2025
Added 2.35%
|