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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
8,492
shares
|
$2.38 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,428
shares
|
$2.36 Million
0.07% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,390
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
8,243
shares
|
$2.31 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,189
shares
|
$2.29 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
7,894
shares
|
$2.21 Million
0.7% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,845
shares
|
$2.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
7,787
shares
|
$2.18 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,786
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,766
shares
|
$2.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,713
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
7,709
shares
|
$2.16 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,591
shares
|
$2.12 Million
0.42% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,487
shares
|
$2.1 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,370
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,290
shares
|
$2.04 Million
0.74% of portfolio
|
Q1 2023
Reduced 3.98%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
7,254
shares
|
$2.03 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
7,218
shares
|
$2.02 Million
0.83% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,156
shares
|
$2 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
7,136
shares
|
$2 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
7,120
shares
|
$1.99 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
6,930
shares
|
$1.94 Million
1.05% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,905
shares
|
$1.93 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
6,885
shares
|
$1.93 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
6,842
shares
|
$1.91 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.13%
|