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 613 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
3,406,711
shares
|
$787 Million
0.76% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,574,442
shares
|
$364 Million
0.07% of portfolio
|
Q4 2024
Added 108.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,477,943
shares
|
$342 Million
0.03% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,062,535
shares
|
$246 Million
0.06% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
767,098
shares
|
$177 Million
0.02% of portfolio
|
Q3 2024
Reduced 82.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
729,116
shares
|
$169 Million
0.07% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
467,723
shares
|
$108 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
397,556
shares
|
$91.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
280,818
shares
|
$64.9 Million
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
241,921
shares
|
$55.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
206,484
shares
|
$47.7 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
|
$38.5 Million
0.08% of portfolio
|
Q3 2023
Reduced 3.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
163,799
shares
|
$37.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.99%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
155,498
shares
|
$35.9 Million
1.62% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
149,692
shares
|
$34.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
148,644
shares
|
$34.4 Million
0.05% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
138,828
shares
|
$32.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
138,175
shares
|
$31.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
120,799
shares
|
$27.9 Million
0.18% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
119,465
shares
|
$27.6 Million
0.0% of portfolio
|
Q4 2024
Added 75.34%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
117,500
shares
|
$27.2 Million
0.15% of portfolio
|
Q4 2024
Added 5775.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
116,384
shares
|
$26.9 Million
0.03% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
109,625
shares
|
$25.3 Million
0.07% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
108,600
shares
|
$25.1 Million
6.31% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
96,488
shares
|
$22.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.33%
|