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 639 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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,227
shares
|
$330,124
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
1,225
shares
|
$329,586
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,220
shares
|
$328,241
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
1,205
shares
|
$324,205
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,205
shares
|
$324,205
0.04% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,200
shares
|
$322,860
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
1,194
shares
|
$321,245
0.08% of portfolio
|
Q4 2024
Reduced 92.12%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
1,193
shares
|
$320,976
0.03% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
1,187
shares
|
$319,362
0.07% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,179
shares
|
$317,209
0.0% of portfolio
|
Q2 2025
Added 25.29%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,160
shares
|
$312,098
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
1,158
shares
|
$311,559
0.13% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
1,155
shares
|
$310,752
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,140
shares
|
$306,717
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,135
shares
|
$305,371
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,133
shares
|
$304,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,130
shares
|
$304,026
0.02% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,122
shares
|
$301,874
0.01% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,122
shares
|
$301,874
0.12% of portfolio
|
Q3 2023
Added 4.96%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,100
shares
|
$295,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,100
shares
|
$295,955
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
1,094
shares
|
$294,340
0.02% of portfolio
|
Q2 2025
Added 17.76%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
1,070
shares
|
$287,883
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
1,065
shares
|
$286,538
0.06% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,065
shares
|
$286,538
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|