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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
2,986
shares
|
$690,154
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,978
shares
|
$688,305
0.0% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,928
shares
|
$676,748
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
2,914
shares
|
$673,512
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
2,875
shares
|
$664,498
0.3% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,844
shares
|
$657,333
0.15% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,821
shares
|
$652,017
0.02% of portfolio
|
Q2 2020
Added 19.19%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,765
shares
|
$639,074
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,685
shares
|
$620,584
0.43% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,675
shares
|
$618,272
0.05% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,656
shares
|
$613,881
0.02% of portfolio
|
Q1 2025
Reduced 79.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,641
shares
|
$610,414
0.06% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
2,631
shares
|
$608,103
0.01% of portfolio
|
Q4 2024
Added 27.1%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
2,626
shares
|
$606,947
0.09% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,563
shares
|
$592,386
0.01% of portfolio
|
Q4 2024
Added 47.55%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,529
shares
|
$584,527
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
2,521
shares
|
$582,678
0.25% of portfolio
|
Q1 2024
Reduced 22.34%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
2,512
shares
|
$580,598
0.22% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
2,507
shares
|
$579,442
0.04% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
2,485
shares
|
$574,358
0.38% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,477
shares
|
$572,509
0.08% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,470
shares
|
$570,891
0.01% of portfolio
|
Q1 2023
Reduced 24.0%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
2,444
shares
|
$564,881
0.06% of portfolio
|
Q1 2025
Reduced 37.49%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,435
shares
|
$562,801
0.04% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,432
shares
|
$562,108
0.01% of portfolio
|
Q4 2024
Added 87.8%
|