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 |
|---|---|---|---|---|---|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
11,283
shares
|
$3.16 Million
2.11% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
11,083
shares
|
$3.1 Million
0.15% of portfolio
|
Q3 2021
Reduced 0.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,054
shares
|
$3.09 Million
0.02% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
10,984
shares
|
$3.07 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
10,595
shares
|
$2.96 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
10,514
shares
|
$2.94 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,488
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
10,361
shares
|
$2.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
10,327
shares
|
$2.89 Million
0.53% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
10,010
shares
|
$2.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 18.43%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
9,835
shares
|
$2.75 Million
0.22% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,812
shares
|
$2.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
9,695
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Added 440.41%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,663
shares
|
$2.7 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,352
shares
|
$2.62 Million
0.11% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
9,145
shares
|
$2.56 Million
0.89% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
9,124
shares
|
$2.55 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
8,953
shares
|
$2.51 Million
0.78% of portfolio
|
Q2 2025
Added 68.01%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
8,949
shares
|
$2.5 Million
0.04% of portfolio
|
Q2 2025
Added 64.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
8,848
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
8,820
shares
|
$2.47 Million
0.85% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
8,742
shares
|
$2.45 Million
0.27% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
8,581
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,529
shares
|
$2.39 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.83%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
8,495
shares
|
$2.38 Million
0.24% of portfolio
|
Q2 2025
Added 1.43%
|