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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,815
shares
|
$881,760
0.18% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
3,744
shares
|
$865,350
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
3,594
shares
|
$830,681
0.2% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
3,537
shares
|
$817,506
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,447
shares
|
$796,705
0.01% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
3,447
shares
|
$796,705
0.02% of portfolio
|
Q4 2024
Added 40.07%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
3,434
shares
|
$793,700
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,383
shares
|
$781,912
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
3,372
shares
|
$779,370
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,356
shares
|
$775,672
0.06% of portfolio
|
Q1 2025
Added 111766.67%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,334
shares
|
$770,587
0.21% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,325
shares
|
$768,507
0.06% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
3,306
shares
|
$764,115
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,287
shares
|
$759,724
0.01% of portfolio
|
Q4 2024
Added 46.87%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,282
shares
|
$758,568
0.21% of portfolio
|
Q2 2022
Added 0.46%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
3,269
shares
|
$755,563
0.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
3,176
shares
|
$734,068
0.85% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
3,150
shares
|
$728,059
0.39% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,149
shares
|
$727,828
0.09% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,115
shares
|
$719,969
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,102
shares
|
$716,965
0.03% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
3,079
shares
|
$711,649
0.01% of portfolio
|
Q4 2024
Reduced 27.82%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,060
shares
|
$707,257
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$693,390
0.13% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
2,999
shares
|
$693,158
0.06% of portfolio
|
Q4 2024
Reduced 1.25%
|