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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
4,774
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
4,758
shares
|
$1.1 Million
0.34% of portfolio
|
Q2 2023
Reduced 4.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
4,757
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
4,704
shares
|
$1.09 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
4,697
shares
|
$1.09 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
4,670
shares
|
$1.08 Million
0.19% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,594
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
4,560
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,511
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,434
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,400
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
4,380
shares
|
$1.01 Million
0.35% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,323
shares
|
$999,174
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,271
shares
|
$987,156
0.04% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
4,250
shares
|
$982,302
0.03% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
4,244
shares
|
$980,915
0.54% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
4,243
shares
|
$980,684
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
4,128
shares
|
$954,104
0.02% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,096
shares
|
$946,708
0.01% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
4,052
shares
|
$936,538
0.26% of portfolio
|
Q4 2024
Added 85.19%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
4,013
shares
|
$927,524
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,004
shares
|
$925,444
0.08% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
3,859
shares
|
$891,930
0.07% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
3,840
shares
|
$887,539
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
3,837
shares
|
$886,845
0.11% of portfolio
|
Q1 2025
Reduced 5.7%
|