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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
1,056
shares
|
$284,116
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,052
shares
|
$283,040
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
1,044
shares
|
$280,888
0.08% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,029
shares
|
$276,852
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
1,028
shares
|
$276,583
0.2% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
1,009
shares
|
$271,471
0.02% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,008
shares
|
$271,202
0.01% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,008
shares
|
$271,202
0.02% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,005
shares
|
$270,395
0.02% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,000
shares
|
$269,050
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
1,000
shares
|
$269,050
0.09% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$269,050
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,000
shares
|
$269,050
0.0% of portfolio
|
Q1 2025
Reduced 98.4%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
1,000
shares
|
$269,050
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,000
shares
|
$269,050
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
1,000
shares
|
$269,050
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
996
shares
|
$267,973
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
981
shares
|
$263,938
0.1% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
971
shares
|
$261,247
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
967
shares
|
$260,171
0.13% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
964
shares
|
$259,364
0.03% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
960
shares
|
$258,288
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
955
shares
|
$256,942
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
954
shares
|
$256,673
0.02% of portfolio
|
Q1 2025
Reduced 8.18%
|