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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,788
shares
|
$1.9 Million
0.11% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
6,782
shares
|
$1.9 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
6,712
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
6,705
shares
|
$1.88 Million
1.38% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
6,585
shares
|
$1.84 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
6,531
shares
|
$1.83 Million
0.05% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,390
shares
|
$1.79 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
6,364
shares
|
$1.78 Million
0.78% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
6,233
shares
|
$1.74 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
6,189
shares
|
$1.73 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,100
shares
|
$1.71 Million
0.67% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,043
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
6,026
shares
|
$1.69 Million
0.5% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
6,008
shares
|
$1.68 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
6,002
shares
|
$1.68 Million
0.57% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
5,747
shares
|
$1.61 Million
0.12% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,738
shares
|
$1.61 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
5,730
shares
|
$1.6 Million
0.23% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,623
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Added 19.08%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
5,618
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
5,615
shares
|
$1.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,528
shares
|
$1.55 Million
0.96% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
5,526
shares
|
$1.55 Million
0.74% of portfolio
|
Q2 2023
Reduced 9.5%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
5,520
shares
|
$1.54 Million
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
5,517
shares
|
$1.54 Million
0.68% of portfolio
|
Q2 2025
Reduced 9.69%
|