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 640 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,418
shares
|
$1.46 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,414
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
5,406
shares
|
$1.46 Million
0.28% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 26, 2026 Q4 2025 |
5,365
shares
|
$1.44 Million
0.52% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,222
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,166
shares
|
$1.39 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
5,111
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2025
Reduced 3.07%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
5,093
shares
|
$1.37 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
5,032
shares
|
$1.36 Million
0.19% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
5,007
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Jan 29, 2026 Q4 2025 |
5,001
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2025
Added 198.57%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,940
shares
|
$1.33 Million
0.08% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
4,929
shares
|
$1.33 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Bedel Financial Consulting, Inc.
|
Jan 28, 2026 Q4 2025 |
4,875
shares
|
$1.31 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 28, 2026 Q4 2025 |
4,868
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Unconventional Investor, LLC
|
Nov 06, 2025 Q3 2025 |
4,825
shares
|
$1.3 Million
0.68% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,760
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
4,758
shares
|
$1.28 Million
0.31% of portfolio
|
Q2 2023
Reduced 4.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
4,751
shares
|
$1.28 Million
0.5% of portfolio
|
Q4 2025
Reduced 6.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,599
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jan 29, 2026 Q4 2025 |
4,524
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,514
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,445
shares
|
$1.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,434
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,434
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.59%
|
|