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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
25,573
shares
|
$6.5 Million
0.47% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
25,372
shares
|
$6.45 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
25,119
shares
|
$6.39 Million
0.15% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
24,950
shares
|
$6.34 Million
0.27% of portfolio
|
Q1 2025
Added 232.98%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
24,866
shares
|
$6.32 Million
0.01% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
24,430
shares
|
$6.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
24,115
shares
|
$6.13 Million
2.0% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
23,780
shares
|
$6.05 Million
4.08% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,037
shares
|
$5.86 Million
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
22,007
shares
|
$5.6 Million
2.39% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
21,996
shares
|
$5.59 Million
0.05% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
21,252
shares
|
$5.4 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
21,217
shares
|
$5.39 Million
4.4% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
20,416
shares
|
$5.19 Million
2.24% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
20,163
shares
|
$5.13 Million
0.78% of portfolio
|
Q1 2024
Added 40.28%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
19,594
shares
|
$4.98 Million
0.91% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
19,384
shares
|
$4.93 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,928
shares
|
$4.81 Million
0.1% of portfolio
|
Q3 2022
Added 3.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
18,789
shares
|
$4.78 Million
0.04% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
17,658
shares
|
$4.49 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
17,292
shares
|
$4.4 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
16,535
shares
|
$4.2 Million
2.26% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,238
shares
|
$4.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,730
shares
|
$4 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
14,814
shares
|
$3.77 Million
1.46% of portfolio
|
Q1 2025
Reduced 8.54%
|