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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
26,847
shares
|
$7.51 Million
0.17% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
26,553
shares
|
$7.43 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
26,475
shares
|
$7.41 Million
1.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
25,873
shares
|
$7.24 Million
0.54% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
25,613
shares
|
$7.17 Million
3.11% of portfolio
|
Q2 2025
Added 205.32%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
25,226
shares
|
$7.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
24,950
shares
|
$6.98 Million
0.27% of portfolio
|
Q1 2025
Added 232.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
24,659
shares
|
$6.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
24,316
shares
|
$6.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
23,964
shares
|
$6.71 Million
0.01% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
23,914
shares
|
$6.69 Million
0.06% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
23,567
shares
|
$6.59 Million
2.16% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
23,316
shares
|
$6.52 Million
0.18% of portfolio
|
Q2 2025
Added 1165700.0%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 11, 2025 Q2 2025 |
22,647
shares
|
$6.34 Million
4.44% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
21,252
shares
|
$5.95 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
20,842
shares
|
$5.83 Million
2.37% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
20,740
shares
|
$5.8 Million
0.01% of portfolio
|
Q2 2025
Added 74.67%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
20,532
shares
|
$5.75 Million
4.94% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
20,416
shares
|
$5.71 Million
2.24% of portfolio
|
Q3 2022
Added 0.7%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
20,163
shares
|
$5.64 Million
0.78% of portfolio
|
Q1 2024
Added 40.28%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
19,234
shares
|
$5.38 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
19,145
shares
|
$5.36 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,928
shares
|
$5.3 Million
0.1% of portfolio
|
Q3 2022
Added 3.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
18,762
shares
|
$5.25 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
18,086
shares
|
$5.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.97%
|