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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
1,095
shares
|
$253,185
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
1,070
shares
|
$247,405
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
1,065
shares
|
$246,249
0.06% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
1,063
shares
|
$245,786
0.12% of portfolio
|
Q4 2024
Reduced 19.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
1,056
shares
|
$244,168
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
1,047
shares
|
$242,087
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
1,042
shares
|
$240,931
0.01% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
1,040
shares
|
$240,468
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,029
shares
|
$237,925
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,011
shares
|
$233,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
1,008
shares
|
$233,069
0.01% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,005
shares
|
$232,376
0.02% of portfolio
|
Q4 2022
Reduced 5.63%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$231,220
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$231,220
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
1,000
shares
|
$231,220
0.09% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$231,220
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
1,000
shares
|
$231,220
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
996
shares
|
$230,295
0.09% of portfolio
|
Q4 2024
Reduced 94.98%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
996
shares
|
$230,295
0.09% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
986
shares
|
$227,982
0.0% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
981
shares
|
$226,826
0.09% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
967
shares
|
$223,589
0.13% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
964
shares
|
$222,896
0.03% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
955
shares
|
$220,815
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
954
shares
|
$220,583
0.02% of portfolio
|
Q1 2025
Reduced 8.18%
|