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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
45,183
shares
|
$12.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
40,332
shares
|
$11.3 Million
0.43% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
39,962
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Added 15.85%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
39,244
shares
|
$11 Million
0.05% of portfolio
|
Q2 2025
Added 208.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
39,239
shares
|
$11 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
39,016
shares
|
$10.9 Million
7.59% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
38,641
shares
|
$10.8 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,598
shares
|
$9.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
34,809
shares
|
$9.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
34,350
shares
|
$9.61 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
33,922
shares
|
$9.49 Million
0.14% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
33,387
shares
|
$9.34 Million
3.56% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
33,363
shares
|
$9.34 Million
1.03% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
33,026
shares
|
$9.24 Million
0.75% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
32,299
shares
|
$9.04 Million
0.01% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
32,012
shares
|
$8.96 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
31,170
shares
|
$8.72 Million
0.16% of portfolio
|
Q2 2025
Added 190.98%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
30,934
shares
|
$8.66 Million
0.14% of portfolio
|
Q2 2025
Added 78.89%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,777
shares
|
$8.33 Million
0.3% of portfolio
|
Q2 2025
Added 273.61%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
29,270
shares
|
$8.19 Million
4.36% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
28,688
shares
|
$8.03 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
28,636
shares
|
$8.01 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
28,418
shares
|
$7.95 Million
0.02% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
27,215
shares
|
$7.62 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
27,203
shares
|
$7.61 Million
0.0% of portfolio
|
Q2 2025
Added 26833.66%
|