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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
1,464
shares
|
$338,506
0.05% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,462
shares
|
$338,043
0.03% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
1,451
shares
|
$335,500
0.06% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,434
shares
|
$331,569
0.06% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,413
shares
|
$326,713
0.02% of portfolio
|
Q4 2023
Added 6.08%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,406
shares
|
$325,095
0.02% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,402
shares
|
$324,170
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,395
shares
|
$322,551
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
1,380
shares
|
$319,083
0.09% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
1,373
shares
|
$317,465
0.2% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,370
shares
|
$316,771
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,363
shares
|
$315,152
0.03% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
1,360
shares
|
$314,459
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,353
shares
|
$312,840
0.04% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,347
shares
|
$311,453
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,345
shares
|
$310,990
0.02% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,340
shares
|
$309,834
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,322
shares
|
$305,672
0.04% of portfolio
|
Q4 2024
Reduced 23.94%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,301
shares
|
$300,817
0.05% of portfolio
|
Q4 2024
Reduced 20.82%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,290
shares
|
$298,273
0.21% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,282
shares
|
$296,424
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,272
shares
|
$294,111
0.06% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,269
shares
|
$293,418
0.08% of portfolio
|
Q1 2024
Reduced 10.76%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
1,268
shares
|
$293,186
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,265
shares
|
$292,493
0.04% of portfolio
|
Q4 2024
Reduced 4.09%
|