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 622 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
7,164
shares
|
$1.6 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,160
shares
|
$1.6 Million
0.57% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,064
shares
|
$1.58 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
6,892
shares
|
$1.54 Million
0.74% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,836
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,705
shares
|
$1.5 Million
1.17% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,615
shares
|
$1.48 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
6,585
shares
|
$1.47 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,390
shares
|
$1.43 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
6,369
shares
|
$1.42 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
6,189
shares
|
$1.38 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,127
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
6,109
shares
|
$1.36 Million
0.62% of portfolio
|
Q1 2025
Reduced 43.49%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,108
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,975
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
5,923
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,851
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.29%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,845
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,805
shares
|
$1.3 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
5,802
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
5,740
shares
|
$1.28 Million
0.49% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,738
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
5,685
shares
|
$1.27 Million
0.81% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,646
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,623
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
Added 3.31%
|