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 640 institutions that hold shares in the stock, with a total of 17.1 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 |
|---|---|---|---|---|---|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
15,073
shares
|
$4.06 Million
2.47% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
14,967
shares
|
$4.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 51.62%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,491
shares
|
$3.9 Million
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,242
shares
|
$3.84 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
14,033
shares
|
$3.78 Million
1.11% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
13,647
shares
|
$3.68 Million
1.3% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
13,515
shares
|
$3.64 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
13,482
shares
|
$3.63 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
13,404
shares
|
$3.61 Million
0.86% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
13,349
shares
|
$3.6 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
13,252
shares
|
$3.57 Million
0.15% of portfolio
|
Q3 2025
Reduced 46.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,097
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 63.21%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
13,032
shares
|
$3.51 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
12,831
shares
|
$3.46 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,756
shares
|
$3.44 Million
0.02% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
12,419
shares
|
$3.34 Million
0.02% of portfolio
|
Q4 2025
Reduced 5.08%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
11,912
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
11,691
shares
|
$3.15 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
11,635
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jan 29, 2026 Q4 2025 |
11,502
shares
|
$3.1 Million
0.04% of portfolio
|
Q4 2025
Added 53.65%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
11,447
shares
|
$3.08 Million
2.59% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
11,401
shares
|
$3.07 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
11,324
shares
|
$3.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 63.67%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
11,283
shares
|
$3.04 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,253
shares
|
$3.03 Million
0.12% of portfolio
|
Q3 2025
Added 37.42%
|
|