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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
5,449
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
5,443
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
5,434
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
5,427
shares
|
$1.52 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,418
shares
|
$1.52 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
5,413
shares
|
$1.51 Million
1.2% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
5,378
shares
|
$1.5 Million
0.31% of portfolio
|
Q2 2025
Added 123.9%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
5,352
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 32.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,190
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
5,175
shares
|
$1.45 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
5,171
shares
|
$1.45 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
5,093
shares
|
$1.43 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
5,032
shares
|
$1.41 Million
0.2% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
4,975
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,918
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,884
shares
|
$1.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 42.82%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
4,875
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,861
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,832
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 65.74%
|
|
|
Unconventional Investor, LLC
|
Aug 01, 2025 Q2 2025 |
4,825
shares
|
$1.35 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
4,758
shares
|
$1.33 Million
0.37% of portfolio
|
Q2 2023
Reduced 4.25%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
4,696
shares
|
$1.31 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,498
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
4,497
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.64%
|