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 654 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 $4.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
3,148,990
shares
|
$856 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,356,352
shares
|
$369 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
984,681
shares
|
$268 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
740,028
shares
|
$201 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
722,593
shares
|
$196 Million
0.04% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
698,445
shares
|
$190 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
548,100
shares
|
$149 Million
0.29% of portfolio
|
Q2 2025
Added 54710.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
435,573
shares
|
$118 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
403,345
shares
|
$110 Million
0.02% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
352,232
shares
|
$95.7 Million
0.05% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,818
shares
|
$76.3 Million
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,484
shares
|
$56.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
166,557
shares
|
$45.3 Million
0.08% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
161,472
shares
|
$43.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
153,000
shares
|
$41.6 Million
0.17% of portfolio
|
Q1 2025
Added 30.21%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
150,719
shares
|
$41 Million
1.69% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
149,184
shares
|
$40.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
144,150
shares
|
$39.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
131,911
shares
|
$35.9 Million
0.01% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
130,347
shares
|
$35.4 Million
0.04% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
129,435
shares
|
$35.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.73%
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
126,539
shares
|
$34.4 Million
11.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
117,232
shares
|
$31.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
112,370
shares
|
$30.5 Million
0.07% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
105,007
shares
|
$28.5 Million
7.1% of portfolio
|
Q2 2025
Reduced 3.31%
|