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 636 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 $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
1,399
shares
|
$376,400
0.08% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,395
shares
|
$375,324
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1,393
shares
|
$374,786
0.02% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
1,380
shares
|
$371,289
0.1% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,370
shares
|
$368,598
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
1,363
shares
|
$366,715
0.03% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
1,350
shares
|
$363,217
0.01% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,347
shares
|
$362,410
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,345
shares
|
$361,872
0.02% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
1,340
shares
|
$360,527
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
1,335
shares
|
$359,181
0.12% of portfolio
|
Q1 2025
Reduced 37.99%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,324
shares
|
$356,222
0.02% of portfolio
|
Q1 2025
Reduced 13.69%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
1,322
shares
|
$355,684
0.03% of portfolio
|
Q4 2024
Reduced 23.94%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
1,301
shares
|
$350,034
0.05% of portfolio
|
Q4 2024
Reduced 20.82%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
1,290
shares
|
$347,074
0.19% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,286
shares
|
$345,998
0.02% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
1,282
shares
|
$344,922
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,269
shares
|
$341,424
0.06% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,269
shares
|
$341,424
0.07% of portfolio
|
Q1 2024
Reduced 10.76%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,265
shares
|
$340,348
0.0% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
1,263
shares
|
$339,810
0.0% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
1,249
shares
|
$336,043
0.2% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,244
shares
|
$334,698
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
1,234
shares
|
$332,007
0.07% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,227
shares
|
$330,124
0.11% of portfolio
|
Q2 2025
New holding
|