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 |
|---|---|---|---|---|---|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
1,718
shares
|
$397,235
0.11% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
1,705
shares
|
$394,230
0.23% of portfolio
|
Q4 2024
Added 19.57%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
1,703
shares
|
$393,767
0.04% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,696
shares
|
$392,149
0.0% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,692
shares
|
$391,224
0.0% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
1,682
shares
|
$388,912
0.05% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
1,644
shares
|
$380,125
0.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,630
shares
|
$376,888
0.05% of portfolio
|
Q1 2025
Added 21.01%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
1,627
shares
|
$376,194
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,605
shares
|
$371,108
0.19% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
1,600
shares
|
$369,952
0.01% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,598
shares
|
$369,489
0.01% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
1,580
shares
|
$365,327
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
1,579
shares
|
$365,096
0.05% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
1,553
shares
|
$359,084
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,547
shares
|
$357,697
0.0% of portfolio
|
Q4 2024
Reduced 39.31%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
1,546
shares
|
$357,466
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,536
shares
|
$355,153
0.02% of portfolio
|
Q1 2025
Added 213.47%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
1,534
shares
|
$354,691
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
1,531
shares
|
$353,997
0.01% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,519
shares
|
$351,223
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
1,498
shares
|
$346,367
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
1,496
shares
|
$345,905
0.08% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,480
shares
|
$342,205
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,471
shares
|
$340,124
0.01% of portfolio
|
Q4 2024
Added 1.31%
|