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 638 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 $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
1,994
shares
|
$536,485
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,975
shares
|
$531,373
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,963
shares
|
$528,145
0.02% of portfolio
|
Q1 2025
Reduced 44.98%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
1,920
shares
|
$516,576
0.08% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
1,913
shares
|
$514,692
0.15% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
1,868
shares
|
$502,585
0.08% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,867
shares
|
$502,316
0.29% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,862
shares
|
$500,971
0.01% of portfolio
|
Q2 2024
Reduced 20.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
1,853
shares
|
$498,549
0.02% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
1,846
shares
|
$496,666
0.17% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,828
shares
|
$491,823
0.03% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
1,814
shares
|
$488,056
0.15% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,810
shares
|
$486,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,808
shares
|
$486,442
0.06% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,808
shares
|
$486,442
0.01% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,794
shares
|
$482,675
0.0% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
1,788
shares
|
$481,061
0.17% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,785
shares
|
$480,254
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,775
shares
|
$477,563
0.0% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,736
shares
|
$467,070
0.01% of portfolio
|
Q2 2025
Reduced 66.57%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
1,730
shares
|
$465,456
0.06% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,723
shares
|
$463,573
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,718
shares
|
$462,227
0.07% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
1,718
shares
|
$462,227
0.11% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
1,703
shares
|
$458,192
0.04% of portfolio
|
Q3 2024
Added 0.65%
|