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 619 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
2,425
shares
|
$560,708
0.27% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
2,413
shares
|
$557,933
0.02% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,403
shares
|
$555,621
0.44% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,379
shares
|
$550,072
0.02% of portfolio
|
Q4 2024
Added 73.52%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,356
shares
|
$544,754
0.01% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,329
shares
|
$538,511
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
2,316
shares
|
$535,505
0.22% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
2,269
shares
|
$524,638
0.14% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,245
shares
|
$519,088
0.01% of portfolio
|
Q3 2022
Reduced 19.56%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
2,198
shares
|
$508,221
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
2,169
shares
|
$501,516
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,154
shares
|
$498,047
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
2,153
shares
|
$497,816
0.22% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,142
shares
|
$495,273
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,141
shares
|
$495,042
0.09% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
2,127
shares
|
$491,804
0.44% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,118
shares
|
$489,723
0.1% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,116
shares
|
$489,261
0.14% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
2,109
shares
|
$487,642
0.39% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
2,088
shares
|
$482,787
0.02% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,083
shares
|
$481,631
0.0% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
2,082
shares
|
$481,400
0.21% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
2,079
shares
|
$480,706
0.09% of portfolio
|
Q4 2024
Reduced 18.09%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,065
shares
|
$477,469
0.1% of portfolio
|
Q2 2023
Reduced 19.59%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
1,994
shares
|
$461,052
0.29% of portfolio
|
Q1 2025
New holding
|