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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
17,191
shares
|
$4.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
16,887
shares
|
$4.73 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
16,238
shares
|
$4.54 Million
2.41% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,730
shares
|
$4.4 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
15,164
shares
|
$4.24 Million
2.61% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
15,144
shares
|
$4.24 Million
0.08% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
14,926
shares
|
$4.18 Million
0.49% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
14,419
shares
|
$4.03 Million
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,242
shares
|
$3.99 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
14,043
shares
|
$3.93 Million
0.95% of portfolio
|
Q2 2025
Added 1076.13%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
14,033
shares
|
$3.93 Million
1.24% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
13,815
shares
|
$3.87 Million
1.21% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
13,612
shares
|
$3.81 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
13,570
shares
|
$3.8 Million
0.95% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
13,082
shares
|
$3.66 Million
1.66% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
12,831
shares
|
$3.59 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,756
shares
|
$3.57 Million
0.02% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
12,509
shares
|
$3.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,189
shares
|
$3.41 Million
0.09% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
12,126
shares
|
$3.39 Million
0.02% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,807
shares
|
$3.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
11,557
shares
|
$3.23 Million
0.1% of portfolio
|
Q2 2025
Added 34.2%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
11,495
shares
|
$3.22 Million
2.68% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
11,401
shares
|
$3.19 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
11,314
shares
|
$3.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.11%
|