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 636 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,594
shares
|
$1.24 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,562
shares
|
$1.23 Million
0.09% of portfolio
|
Q1 2025
Reduced 35.42%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,511
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
4,447
shares
|
$1.2 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,434
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
4,403
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
Reduced 64.74%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,244
shares
|
$1.14 Million
0.54% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,201
shares
|
$1.13 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,174
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,163
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,105
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
4,101
shares
|
$1.1 Million
0.28% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,004
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
3,999
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
3,961
shares
|
$1.07 Million
0.99% of portfolio
|
Q1 2025
Reduced 23.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,932
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
3,837
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,815
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,786
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
3,587
shares
|
$965,082
0.0% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,498
shares
|
$941,136
0.08% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
3,497
shares
|
$940,867
0.31% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
3,481
shares
|
$936,563
0.02% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,474
shares
|
$934,679
0.01% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,412
shares
|
$917,998
0.18% of portfolio
|
Q1 2025
Reduced 0.64%
|